Salesforce integrations: 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 a single platform, such as Salesforce can provide benefits for increasing leads and improving sales pipelines, analysing leads within the sales funnel, as well as measuring the performance of those sales using real time data.

Using the Salesforce native 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 and custom 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.

Teams have the ability to connect Salesforce with software such as Mailchimp, Google Analytics and WordPress, meaning marketing automation can be achieved, and 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 and sales teams 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.

The benefits of integrating your software

 There are many advantages of integrating your business software in place of using a siloed software and legacy systems, from increased productivity of fee earners, to increased profits for your law firm. Some of the main benefits of integrating your software are listed below:

• Employee productivity – Using an integrated software system will help your fee earners and employees to work at an optimal level. Fee earners are often slowed down with tasks requiring them to manually transfer client data from one system to another. A siloed business software system can also raise the risk of errors and mistakes when moving data.
• Cost effective – A high amount of resources, energy and time are required to update an maintain a number of different software suites. Integrating your software applications will be a cost saving solution to these issues, allowing your business to operate more efficiently.
• Real time visibility – One of the main advantages of integrated software applications is that it provides real-time data in one place. This will save fee earners time which would have been spent looking through separate databases and software applications to get a full picture on operations or client cases.
• Improves customer experience – A good client experience is vital for the reputation of your law firm. Having an integrated case management system can allow clients to access the case data and allows fee earners to answer client questions as quickly as possible as they will have easy access to customer information.

Why choose Legal Practice Support?

At LPS we are skilled in designing software and Salesforce integration 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 (using SOAP API), including Proclaim enabling you to enjoy full and seamless bespoke IT solutions.

Legal Practice Support are experts in integrating all types of software and mobile applications, 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 enquiries@legalpracticesupport.co.uk, or get in touch with us via Live Chat or the contact form, below.