Fintech
Binding seamless Technology with Finance
We’ll help you work through the contact details
Hexaview is a trusted Salesforce partner and one of the fastest-growing Salesforce development company helping ambitious start-ups to Fortune 500 companies get the best out of the world’s #1 CRM platform. Salesforce provides businesses the tools they need to make their processes streamlined within a single, secure platform that is extremely customizable scalable, and easy to set up. We, at Hexaview, ensure your Salesforce implementation meets all your business & customers’ requirements and drives results.
Salesforce integration enhances digital transformation by providing individualized experiences to clients while creating instant access to data.
Hexaview’s expertise includes developing custom API and third-party connectors in which operational efficiency is assured during transformation. We provide well-designed Salesforce integration services for limit disruptions and maximize the business value across your digital ecosystem.
We provide comprehensive Salesforce third-party integration solutions to deliver a single integrated collaborative business process management ecosystem.
Whether you are looking to connect any third-party software or would like to enable Salesforce Marketing Cloud, we are proficient in turning your vision into highly functional systems. From simple API to complex third-party security integrations, you'll find the required solution for your business at Hexaview.
We provide:
Salesforce and ERP integration bring tremendous benefits to business processes. A few examples are a streamlined customer experience, end-to-end data visibility, easy forecasting, and automated workflows.
Our Salesforce Integration services with the leading ERP systems include SAP, Oracle, NetSuite, Microsoft Dynamics 365, Infor, and ERP Cloud.Sharing financial information in a secure manner helps more than just your finance team.
Sales teams gain financial information regarding their customers and make customer profiles more enhanced.
Finance teams can see what pricing is shared by reps in real-time.
Operations and management gain visibility of the end-to-end accounts management, and everyone against the organization is looking at one source of truth.
With every department synchronized, you can effectively track payments and speed up processes like responding to customer queries, resulting in an improved cash flow.
We provide accounting integration systems like Zoho, Quickbooks, Xero, and more with Salesforce.Close collaboration between the sales and marketing departments is extremely crucial. It enables the business funnel to perform consistently, support progress, send automated alerts and create tasks for your sales reps to follow up with the leads and prioritize them.
Top requests that Hexaview gets for Salesforce integration include HubSpot, Marketo, Pardot, MailChimp, and Eloqua in the Marketing Automation category.If your business encounters a high volume of incoming calls and/or the Sales department makes many outbound calls, Salesforce CTI integration can help you improve your team's productivity leading to better sales and revenues. We help your business by:
Calls recording and logging information.
Identifying the right person and department for routing the incoming calls.
Reports to monitor KPIs like call dropped percentage, average handle time, etc.
Improve your service quality and efficiency.
With a Salesforce Ecommerce integration, you can use your best-of-breed platform — with a Single Source of Truth about your business data. It helps improve the quality of your customer support services and boost business sales.
We provide eCommerce integration services for leading platforms like Shopify, WooCommerce, and Magento.Bring together your to-do lists, emails, and appointment-related activities with Salesforce to enable effortless and transparent communication between teams and customers. Few are some of the benefits of Salesforce and Personal Planner integration:
Eliminate redundant data entry into two separate application.
Access the email messages and the Salesforce records – all in a single place.
Sync contacts, events, and tasks between Salesforce and Outlook.
Increase business efficiency by saving employees precious time.
With Salesforce and Collaboration System Integration, the chances of document duplications and downtime are reduced to zero. It provides your team additional flexibility for teamwork and collaboration.
We offer collaboration integration services with dedicated systems like Slack, Office 365, SharePoint, IBM Connections, Jive, etc.Hexaview Solutions seamlessly integrates Salesforce with AWS, leveraging cloud storage and computing power. This connection enhances data management, facilitates real-time analytics, and supports scalable applications for improved business performance.
By integrating Salesforce with Azure, Hexaview Solutions enables enhanced security and compliance. This integration allows businesses to utilize Azure's advanced analytics and machine learning capabilities, driving informed decision-making and operational efficiency.
Hexaview's Salesforce integration services connect with various ERP systems, ensuring streamlined workflows. This integration enhances customer experience through improved data visibility and automated processes across platforms.
Hexaview Solutions integrates Salesforce with SAP to synchronize master data, such as customer and product information. This integration automates business processes, enabling real-time data updates and ensuring consistency across platforms for improved operational efficiency.
By connecting Salesforce with Oracle, Hexaview Solutions enhances data visibility and workflow automation. This integration allows for seamless sharing of critical business information, improving decision-making and customer service through unified data access.
Integrating Salesforce with NetSuite allows for efficient financial management and order processing. Hexaview's solutions facilitate real-time data synchronization, improving accuracy in sales forecasting and enhancing overall business performance.
Hexaview Solutions empowers your business to adapt to changing demands with scalable Salesforce integration resources. This flexibility ensures efficient response to growth needs, allowing seamless expansion while maintaining system performance and stability.
By moving operations to the cloud, Hexaview Solutions helps reduce infrastructure and operational costs. Cloud integration optimizes resources, enabling your business to save on physical hardware investments and streamline expenses.
Hexaview Solutions enables faster deployment and access to global markets through cloud-based infrastructure. This improved agility accelerates market entry, supporting competitive positioning and enhancing business responsiveness.
Hexaview Solutions provides continuous support and monitoring to maintain optimal cloud performance. Around-the-clock oversight ensures system stability, quick issue resolution, and uninterrupted access to essential business applications.
We bring a comprehensive range of Salesforce Integration Services to help you deliver exceptional customer experience
and achieve unified business flow.
1
Salesforce AppExchange provides various tools to enable a smooth integration. We will help you pick and implement the right integration tools to meet your business requirements best.
2
Salesforce can interact with almost any operating software to improve business operations and enhance team efficiency. But integration can be a complex process. For this, you'll need a reliable Salesforce middleware integration tool. For example, Dell Boomi, Jitterbit, Mulesoft, Informatica, and others. We develop a custom middleware server that integrates Salesforce and provides secure and smooth data synchronization, usually hosted on AWS or Heroku. This solution will suit the needs of small and large integration projects that exchange massive amounts of data with restricted API limits.
3
Whether you wish to integrate a website, mobile application, or an external cloud application, we have had successful experience in all of them. A direct API or database integration takes place between Salesforce and another system. Due to its limited flexibility, this approach is suggested when only a few integrations exist.
Reach out to us now
Book an Appointment