Salesforce Integrations with Third Party Software

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Salesforce integration: What is Salesforce?

 

Salesforce is a customer relationship management (CRM) software that helps to improve the management of a business, whilst providing a personalised customer experience. According to salesforce, their CRM “brings companies and customers together.” The products provided by Salesforce can assist with business processes, such as marketing, IT, sales and commerce.

It is a cloud based tool which is highly adaptable and customisable for all types of businesses. One of Salesforce’s main selling points is the fact that custom integration can be achieved with many external software applications, such as Office 365, G Suite, Slack, Xero and Mailchimp. Salesforce integration is even possible with legal case management software, such as Proclaim.

 

The benefits of integrating software with Salesforce

 

Salesforce integration provides users with a single unified experience by merging the functionality and data of the Salesforce CRM platform with another application or third party software.

Using CRM platforms, such as Salesforce can provide benefits for increasing leads and sales, as well as measuring the performance of those sales using real time data.

Using the Salesforce integration tool means that all apps will be stored and accessed from one central location, saving time and making tasks a little bit easier to carry out.

Process management can be made easier for marketing teams, for example using integrations, such as business logic integrations.

Combining software such as Google ads with Salesforce can make it easier for teams to analyse their spending and ad results from one place.

Software such as Mailchimp, Google Analytics and WordPress can all be integrated into Salesforce, meaning campaign data and results can be recorded and analysed from one place.

Automatic updates on software can also be set up within Salesforce, saving time for employees.

 

How can Legal Practice Support assist with Salesforce integration?

 

Legal Practice Support provide a team of expert software developers with years of experience using the Salesforce integration platform. We can assist you in connecting your apps and integrating any third party software with Salesforce. We primarily provide tech solutions to the legal services industry, with a focus on Proclaim development; however, we have close connections with developers providing software and data integration to all types of businesses in any industry.

We can assist on projects including the integration of Salesforce with many third party software and applications such as:

  • G-Suite
  • Quickbooks
  • Slack
  • Docusign
  • Hello Sign
  • Jira Software
  • Proclaim Legal Case Management Software
  • Linkedin
  • Dropbox
  • Activecampaign
  • Dell Boomi
  • Informatica

 

There are many other types of applications and software which can be seamlessly integrated with Salesforce. If you are wondering whether Salesforce integration is possible with any software not listed above, fee free to get in touch with our team to have a free, no obligation consultation to discuss the best way to proceed.

Proclaim Integration with Salesforce

 

Whilst a solid case management solution such as Proclaim is the backbone of any successful modern law firm, consideration should always be given to the way in which it can integrate with external software solutions, such as Salesforce.

Many users of Proclaim and the Salesforce CRM often face the issue of juggling data between the two platforms, which can be time consuming and confusing.

Many users complain about the requirement to switch between Proclaim and Salesforce whilst carrying out specific activities. Salesforce integration with Proclaim relieves law firm employees of this issue and provides them with one centralised platform to work on without disruption.

At LPS, we can help you synchronise your Proclaim system with many other 3rd party systems, such as Salesforce, enabling you to enjoy full and seamless bespoke IT solutions with all your business solutions in one centralised hub.

Proclaim can also be integrated with alternative CRM platforms, such as Zoho. The team at LPS can assist in integrating Proclaim with any CRM platform.

Legal Practice Support specialise in software integrations and have experience in assisting all types of law firms, including Personal Injury, Clinical Negligence, Debt Recovery, immigration and conveyancing.

If you would like to find out more about the benefits of Salesforce integrations with Proclaim software, do not hesitate to get in touch with the LPS team today.

Why choose Legal Practice Support?

 

At LPS we are skilled in designing software solutions that fit 100% with your business needs. In the increasingly competitive and challenging business world, full integration and harmony for your IT software is paramount for maximising your businesses efficiency.

At LPS, we can help synchronise your Salesforce system with many other third party systems, including Proclaim enabling you to enjoy full and seamless bespoke IT solutions.

Legal Practice Support are experts in integrating all types of software, such as Salesforce CRM, with a primary focus on Proclaim integration with Salesforce.

We can, however, also assist on projects involving integration with any third party application. We are skilled in developing and optimising your systems to fit 100% with your business needs.

If you would like to find out more about Salesforce integration or Proclaim integration, get in touch with us today.

James Denby is Head of software and Proclaim Development at Legal Practice Support and oversees all projects to ensure work is completed to a high standard for all clients.

As an experienced developer, James also maintains his own workload, consisting of complex development projects or high priority tasks. He can be contacted via e-mail at info@legalpracticesupport.co.uk, or get in touch with us via Live Chat or the contact form, below.

Reviews

Satisfied client stories

"Since we first began utilising the services of Legal Practice Support, we have seen a dramatic improvement in the capabilities of our Proclaim system. The system has seen substantial enhancements with regards to automation; tasks that previously could take staff hours, can now be completed within minutes."

Mark Brierley

Director, Beacon Law

"Prior to their (Legal Practice Support) involvement, we had little to no reporting; and what we did have was generally manually accumulated data on spreadsheets. Since Legal Practice Support began enhancing our system, they have enabled us to receive key management information as and when required, which allows us to evaluate key areas of the business, as well as provide overviews of fee earners' case progression and their performance amongst other things."

Mr L Ali

Director, Hunter Price Khan

" We have had the out of the box Proclaim system for many years, and whilst we were content with its performance, it wasn't until we utilised the services of Legal Practice Support to help streamline and automate our workflows that we really saw its potential to save time and money by maximising the efficiency of our workflows."

 

Yasar Ali

Clarity Solicitors

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4 Bark Street East, Bolton, BL2 3PF

01204 930234

info@legalpracticesupport.co.uk

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