Magento is a well-known e-commerce platform, whereas Salesforce is a widely used CRM tool for both small and large businesses. So, what do you call it when two industrial behemoths are linked? A solution is a device that can both increase income and provide excellent customer service. And these Salesforce use cases show how beneficial the integration can be.
This combination can assist you in reaching your objectives. Whether you're looking for world-class integrations, troubleshooting a technical issue, or simply weighing your options.
Magento provides e-commerce businesses with comprehensive capabilities and a high level of customization. The venue can handle a high volume of traffic. It can also use large amounts of data to provide excellent customer service while maintaining sales. Magento, on the other hand, lacks built-in functionality for creating personal client profiles, complex segmentation, and full trade campaigns. This is where Salesforce, one of the most suitable third-party solutions, comes in.
Benefits of Magento and Salesforce integration
These days, the eCommerce industry is gaining a lot of traction. Similarly, despite the fact that necessary stores can be purchased online, consumers have few to no options due to the current pandemic crisis.
Nowadays, eCommerce marketers want to personalize ads for customers based on their products and purchasing habits. However, tracking down each and every customer in order to create personalized advertisements for them is difficult. Salesforce's Marketing Cloud, a full-featured commerce platform that improves how businesses interact with customers, can help. The method provides a toolkit that covers every step of the marketing process, from collecting and interpreting client data to automating targeted promotions and tracking results. Magento and Salesforce integration benefits businesses greatly. It enables them to better understand their customers and provide customized effects as well as better customer service.
Let's take a look at some of the best Salesforce use cases that have been integrated into Magento 2.
The Salesforce use case of Cabinets.com
In the first installment of the most promising Salesforce use cases, Cabinets.com, a team of kitchen designers and customer care specialists that make purchasing kitchen cabinets online straightforward as pie, needed a way to secure its Magento e-commerce platform to its Salesforce CRM, and PowerSync delivered a more complex solution than envisaged.
1. The Problem
When it comes to acquiring cabinets, many people are unclear where to begin. As a result, visitors to Cabinets.com can submit a design request and collaborate with a cabinet designer for free.
Because it is such a crucial component of the project pipeline, Cabinets.com needed a solution that could effectively and reliably streamline the process.
The approach was as follows before utilizing PowerSync:
A client goes to Cabinets.com.
A design request is submitted by the customer.
Each customer is allocated a design by hand.
Customer is manually added to Salesforce as a "Lead."
As project sub-pages, the designer creates multiple Magento quotes.
Salesforce manually enters quotes.
Salesforce updates Accepted Quotes as the deal progresses.
Due to the precise nature of the task and the frequent demand for hands-on administration, user error and poor data quality were ongoing challenges.
Rather than being pleasant to have, automating the discharge of data across this process became a need.
2. The Solution
In disparity to other Salesforce use case studies, Shawn Abramson, a Magento architect at MRM, one of the planet’s biggest Magento firms, was tasked with solving the problem. Initially, the only option he had was to create a custom solution. Then he discovered TechNWeb's PowerSync Connector, but he wasn't sure if it could help and handle the demands of the Cabinets.com project. After all, the quoting process was far more involved than a standard CMS could handle.
Abramson scheduled a meeting with Igor Krasnykh, the CEO of PowerSync, to begin the problem-solving process. They united to conduct a thorough needs analysis to decide whether the Magento-Salesforce interface would be a good fit for their purposes. Krasnykh demonstrated his comprehension by designing architectural schematics that pleased Abramson. Abramson realized after a few meetings that PowerSync's solution made more sense than starting from scratch.
"It just appeared to make sense to go with the answer that was already there, that was already on the market, and for which we wouldn't be responsible for all the upgrades," Abramson explained.
Because PowerSync's extension is well-architected and scalable, Abramson was able to add custom logic to the existing framework that incorporated additional flows. He went on to say that, while many third-party extensions fail to deliver, PowerSync is an exception.
"Most of them value quantity over quality," he explained, "so it makes no difference if it affects your performance." They include a feature that introduces bugs in a different area."
Countless hours of manual data entry were saved.
The ability to provide a better customer experience
Human-caused errors, such as mismatched data and typos, are eliminated.
The Client’s thoughts
Since Cabinets.com began using PowerSync's integration, things have gone "swimmingly, gloriously well," according to Abramson. He claimed that the extension provided him with more coding skills than he had expected.
Abramson was pleased with PowerSync's customer service as well as the equipment's quality.
Abramson describes his experience with PowerSync in one word: "Quality." This is because they program the integration to best practices, it works effectively, and PowerSync programmed it thoroughly, making it one of the successful Salesforce use cases.
The Salesforce use case of Relyco
The client was assisted in migrating their Salesforce integration from Magento 1 to Magento 2, overcoming numerous integration issues along the way in the second part of the best Salesforce use cases study.
1. The Problem
PowerSync's flagship Salesforce and Magento 1 interface has been used by Relyco, a specialty paper supplier, for many years. Due to the end of life of the Magento 1 platform in mid-2020, they were forced to migrate to the Magento 2 platform. Relyco was unsure how to complete this difficult project while maintaining the level of dependability provided by PowerSync over the years.
Because they only knew TechNWeb for their PowerSync connectivity between Magento and Salesforce, Relyco hired another Magento consulting firm to assist with the migration. After six months of collaboration. Douglas MacGregor, Relyco's VP of Operations, stated that the company had developed a viable solution.
2. The Solution
In search of a truly credible solution, MacGregor contacted PowerSync. Thanks to Slack's real-time collaboration, PowerSync and Relyco had a working integration in a matter of weeks. According to MacGregor, what distinguishes PowerSync is that the company is well-versed in Magento and Salesforce.
"Many eCommerce experts comprehend Salesforce to some extent," MacGregor added. "They claim to be able to do so, but that won't be the case unless you understand the intricacies of both systems, which I believe PowerSync does." That, I believe, was the most important factor–you were familiar with both systems."
During developing the Magento 2 + Salesforce integration,
Igor Krasnykh, CEO of PowerSync, was able to assist in the identification of bonus functionalities that would cover a broader range of Salesforce use cases and fill in more gaps, particularly in the context of doing business online as a B2B merchant.
Because of his extensive knowledge of Magento and Salesforce, Krasnykh was able to identify unique loopholes within the B2B extension that Relyco may exploit. "I felt like the other firms we talked to had a good idea of what was going on, but they didn't have any experience with how to configure this B2B [component], and I handled it like you guys were actually on top of it," MacGregor said.
PowerSync developed a Company Address Book feature for Relyco. Magento's address book is designed specifically for B2C use cases assigned to the customer. In a B2B scenario, each customer has their own address book, which causes a slew of problems.
4. The Client’s thoughts
When Relyco contacted PowerSync and they began talking, Relyco realized PowerSync actually knows what they're talking about when it comes to Salesforce and Magento. At the time, it was a no-brainer for Relyco to recommend that they use them to connect Magento and Salesforce.
The need to exploit the B2B feature, which is, of course, new, was another driving force behind Magento 2. Because Relyco is a B2B company, they wanted to use it. According to Relyco's CEO, the other communities they spoke with had a general sense of what was going on, but they lacked knowledge in how to configure this B2B, and he believed PowerSync was on top of it.
Among the Salesforce use cases, having PowerSync there, who already knew what he was talking about and what he needed, was extremely beneficial for Relyco.
Furthermore, PowerSync is already acquainted with Salesforce. That's the key to success. Many professionals have a basic understanding of Salesforce. They claim to be capable, but if you don't understand the complexities of both systems, which he believes PowerSync does... The CEO of Relyco is adamant that familiarity with both systems is the key to success.
The Salesforce use case of the first book
After assisting the first book in syncing thousands of records between Magento and Salesforce, we assisted them in migrating to Magento 2 in another customer success Salesforce use cases study.
1. The Problem
Around three decades ago, the first book began giving books and educational tools to children in low-income neighborhoods. Every year, the non-profit organization reaches an estimated 5 million children. Because its network was growing by 1,000 members per week, the first book required a dependable mechanism to sync data between its e-commerce platform and CRM system.
"As an organization, we rely heavily on Magento to help us achieve our goal of providing books to underserved children," Catherine Dean, FirstBook's IT Director, said. "Salesforce also served as our CRM application. We needed them to be able to communicate with each other."
The first book discovered PowerSync's Magento + Salesforce interface in 2017. They haven't looked back since. Dean described PowerSync CEO Igor Krasnykh as "extremely straightforward and honest" when demonstrating how the connection works out of the box and outlining the additional features.
2. The Solution
PowerSync/TechNWeb designed their solutions to grow with the company as it reaches its full market potential. The dependability of the PowerSync software ensures the TechNWeb team's credibility, and Blue Fish Group depends on long, healthy, and productive partnerships with their partners.
As a result, when the first book's e-commerce platform was upgraded to the Magento 2 version of PowerSync in 2020, the Salesforce integration was upgraded. Krasnykh and his colleagues also help with the M1-M2 migration for the organization.
Consistency, dependability, and clarity are just numerous of the characteristics that have kept FirstBook doing business with PowerSync, as they do with many other PowerSync customers.
Dean claims that PowerSync has consistently provided prompt and dependable service when a need has arisen over the years. Because of PowerSync's Magento + Salesforce interface, the first book can also evaluate data and pivot quickly.
4. The Client’s thoughts
The first book is about a non-profit organization. They rely heavily on Magento to help us achieve our goal of providing books to underprivileged children.
Salesforce was also our primary CRM software. They needed them to be able to communicate with one another. According to our analysis, PowerSync was capable to send all the data from our e-commerce system to our CRM system.
So, one of the great things about working with PowerSync is that there's always a steady supply of subject matter experts, not only from the Magento side but also from the Salesforce side, and that they can reach out and get the help and support that we need to keep us running.
The best part is that there has never been a slump or a low point. They can always get timely–and appropriate–responses in the time frame we require for our business.
The Salesforce use case of PYB
By partnering with an external vendor in this next Salesforce use case, PYB was able to increase its bottom line while reducing the burden on its development staff.
1. The Problem
Businesses all over the world realize the benefits of syncing Magento and Salesforce. One of them is the Canadian organization Protect Your Boundaries. PYB provides land and border advice to homeowners, realtors, and land experts.
The leaders of Protect Your Boundaries, like many other business executives, are big fans of Salesforce CRM. Because they run their business on the Magento eCommerce platform, PYB required a solution to sync data between the two systems. It was necessary to have entry to real-time dashboards and insights about Magento customer data and orders in Salesforce.
Initially, PYB considered building an in-house integration to connect the two systems. They planned the procedure, considering the time it would take to develop, as well as the inevitable quality phase spent ironing out the kinks.
2. The Solution
PowerSync's solution, according to Denham, saves the organization 10 hours of manual data entry per week, or 480 hours per year. "The skill of our sales team, particularly our CEO, who has numerous post-sale personal contacts with our customers." "Denham's capability to perform the same day, often within an hour, has definitely resulted in tens of thousands of dollars per year."
Despite the fact that there are other Magento-Salesforce connectors available, Protect Your Boundaries was eventually sold due to their trust in the PowerSync brand.
"Of course, there are other alternatives that will link into Salesforce and then perform stuff from Magento," Denham explained, "but there isn't that feeling of confidence." "I suppose it's because your brand just feels trustworthy and nice to me."
Thousands of records have been synchronized between Magento and Salesforce.
Centralized reporting was possible without the need for human data entry.
The system saves approximately 480 hours of duplicated manual data entry each year.
Immediate opportunity follow-up and a significantly higher response rate–Thousands of dollars in additional revenue each year
The Client’s thoughts
"('Defend Your Boundaries')" Salesforce has completely captured the CEO's heart. It was critical that all data from the online store be transferred to Salesforce so that he could create dashboards, reports, and other reports. We estimated that it would take at least 40 hours to complete aversion. There was no way it could have worked the way we needed it to in the first 40 hours.
Their sales team, particularly our CEO, who is establishing many personal ties with our clients post-sale... His ability to do so the same day, sometimes within an hour — a follow-up, a "hey thanks for buying" — has resulted in tens of thousands of dollars in annual revenue.
Salesforce is an excellent tool for cultivating long-term client relationships, executing clever marketing campaigns, and distinguishing oneself through exceptional customer service. It fundamentally alters the way merchants interact with customers by centralizing detailed business information and providing a wide variety of advantages.
Salesforce CRM integration is a must-have for medium- and large-sized businesses with a large customer base and a desire to provide a superior customer experience by keeping all processes organized and in one place.
So now is the time to take action. You should hire a top Salesforce development company or leading Magento integration services provided with a team of skilled CRM specialists with years of experience. With a team like this, you can build the solutions your eCommerce platform needs to produce the desired results, such as the aforementioned Salesforce use cases.
E-mail id: [email protected]
Author - Johnson Augustine
Chief Technical Director and Programmer
Founder: Airo Global Software Inc