Business Challenge
Our client, a large pricing software as service company, needed a custom, event-driven integration to keep the customer data in sync with Salesforce CRM. The process was very complex as the customer needed to add the same data in both systems. The client wanted to ensure that the customizations, security settings, data models, custom code and other elements were configured to support its future growth on the Salesforce platform.
Solution
Experis analyzed the pricing application and module that was required to integrate with Salesforce CRM. After compiling the system analysis report, Experis provided a best-in-class solution, where restful APIs were built in both systems, in addition to creating synchronization from one application to the other across identified integration points. Experis used out of the box configuration processes and workflow in Salesforce to make the application more user friendly and easy to customize.
Results
- Real-time application integration and orchestration with robust data integration competences
- Seamless path of data transformation
- Connector easy to configure for both applications
The POCs enabled us to go to market with a combined solution that our customers appreciate as they leverage the best of Salesforce CRM and our client’s CPQ solution. Our sales & solution strategy teams continue to use these assets successfully on several sales cycles.”– Lead Client Contact
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