#sql server integration salesforce

The client had been struggling to get a complete customer 360 view into salesforce CRM, related to their existing products, contracts and service history. They needed this data in order to accurately forecast sales and better understand their customer's needs.

The client relied on an old, outdated Backoffice platform to manage/track customer information and provide customer support. Despite their best efforts, they were unable to provide customers with the highest level of service.

Having conducted a detailed analysis of the options available, they chose CloudCentric Infotech, a trusted salesforce partner company to transform their business and get the most out of the salesforce platform.

After an initial assessment, the team determined that the data was spread across multiple siloed systems, making it difficult to bring together a cohesive view of the customer.

The consultant team of CloudCentric proposed that they will develop an automated process that would integrate these multiple systems and create a unified view of the customer. This process would also include Kingsway Integration Tool to integrate systems as there were no api’s available for this platform.

The client agreed with the plan and team began implementing it.

CloudCentric team took the advantage of Kingsway Integration Tool which allowed them to transfer all the necessary data from Backoffice to Salesforce without any errors or downtime.

With this tool in place, Sales & Service users were now able to see a comprehensive 360 view of each customer's activities on both platforms.

The client was thrilled to have their back-office platform integrated with Salesforce, enabling them to improve efficiency and customer service.

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