Driving value from data

Seize the economic potential of data transformation with Salesforce integration. Identify the biggest value pools and take advantage of the efficiency gains from a unified data architecture.

Combine a multitude of datasets from leading marketing automation tools or ERP systems like NetSuite with Salesforce and elevate marketing outreach across every stage.

Campaign Management

Integrate some of the most popular marketing campaign management tools. Streamline campaign launches and get a single view of campaign activities, performance reports and analytics.

Demand Generation

Avoid missed leads or the leaky funnel syndrome. Automate lead scoring from multiple sources and streamline lead outreach as potential customers morph from prospects to leads to opportunities.

Cross-sell & Up-sell

Harness the vast amount of customer intelligence collected through from multiple sources and systems and swiftly translate data into concrete insights for cross-sell and up-sell actions.

Marketing Analytics

Integrate analytics to question assumptions, formulate hypotheses and fine-tune the go-to-market strategies and assess ROI from multi-channel touch points.

RailsData salesforce integration services

As a Salesforce integration expert, we use the Workato platform to build custom app integrations tailored for each customer’s business and IT environment or need. Our integration process is robust and follows a proven methodology for faster time-to-market.

Select Projects

Salesforce - Shopify Integration

Effectively managing the sales cycle in a company is one of the most difficult processes, especially if you are a product company with multiple products and teams. A leading US based product company with an eCommerce frontend portal realized that their marketing and sales department was disconnected and was not able to nurture the leads into opportunities and convert them. Inefficiency in the lead management process meant lack of visibility and follow thru on leads

Salesforce Integration

Operationalize Customer Experience Management and Gain Maximum Business Value

Driving value from data

Campaign Management

Demand Generation

Cross-sell & Up-sell

Marketing Analytics

RailsData salesforce integration services

Sync new/updated Salesforce case to Issue in Jira

New/Updated Closed Won Opportunity Creates/Updates Sales Order in Netsuite

A new Hot Lead in Salesforce will post notification in Slack

New Webinar session in GTW will create a Campaign in Salesforce

Select Projects

Salesforce - Shopify Integration

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