Salesforce Integration for SaaS Companies

08 Aug 2018
by Susan Taylor | 1882 Views | 0

Software products are either SaaS subscriptions or Licensed wherein SaaS subscribed Software products are as good as its integration with other Applications, or it becomes siloed with no data insights.

A SaaS product should integrate with other Tools/Software. The ability to integrate increases the market value of a SaaS Product. SaaS companies also give out APIs to help users integrate it with their in-house apps and other tools.

This increases the work of the core team who needs to focus more on the product involving Payment Gateways, Recurring Billing Engines, Marketing Automations, and Customizable UI to suit Customers, Mobile Apps, AI & ML, and Data Science Engine etc. With the above groundwork development in hand, wouldn’t it be easier to choose the best SaaS CRM instead of coding one from scratch?
An external Salesforce Consultant will look into your requirements before implementing Salesforce with your SaaS Product.

Not to overlook are the benefits of having a CRM for SaaS at the backend which is endless! You could integrate it with the best of Marketing Automation, Mail Clients, Knowledge Base, Phone calls from CRM, not having to toggle between multiple Tools to extract an information about a customer. This way your customer gets the best experience out of your Product with Robust platforms at the backend to support.

Salesforce CRM’s App Exchange Market place is a great way to market your SaaS product. Given Salesforce’s install base, it would be ideal for the existing users to plug and play your Tool. Successful SaaS products have seen better customer stickiness given the integration benefits. Your product would have to go through a Security review before going live on AppExchange. Once its approved, it helps Marketing your product easier.

Below are the 2 types of Integration you could potentially have with Salesforce

  • Application Level – Real Time
  • Data Level – Asynchronous

The platform offers a plethora of standard web services APIs that can excel at meeting these integration requirements. Move your Application data to or from Salesforce; integrate with other back-office systems such as Oracle, SAP, Microsoft SQL Server, etc.

On the lighter side, given the Salesforce CRM adoption by Big Companies, wouldn’t it be easy to integrate systems when you acquire or get acquired?

Checkout Zivoke’s Case Study where we integrated Salesforce CPQ (configure-price-quote) for a leading SaaS Technology Company based out of Bay Area.

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