Skip to Content
Automate Business Processes, Leads to Contacts, Sales Workflow Automation and Integration with eCommerce Platforms

Integration - Salesforce


Although there are more than a dozen viable CRM providers out there, let's face it, Salesforce CRM is king. If you attended Dreamforce last year, you witnessed this yourself firsthand. With such popularity and financial success, Salesforce has expanded it's CRM capabilities far beyond just leads, contacts and accounts, but from day one, there's one downfall to all the CRM platforms - they are only as good as the information fed into them.

We've all heard the term data quality or dirty data many times, and although we all know what it means and can probably even give an example or two, it is a very difficult and vague problem to address and prevent. The two main causes of data corruption or dirty data are not technical ones, they are human ones. The first is that almost all of the data entered is entered by hand, by a sales person. Mis-spelled names, typos, not finding things via search so creating duplicate records, the list goes on and on as to how and why it happens.

The second cause, also human in nature, is lack of data. How many times does a salesperson know the person's first name and phone, but not the last name, email, legal company name, website URL, address, etc. So they enter what they know and move on. The rest is left, causing incomplete and inconsistent records, both contact and account.

The key to solving dirty data and boosting sales, is to have data, clean data, and lots of it. The only way to accurately do this is collect the data either from the master source (each user KNOWS how to spell their own name) or collect the data as it happens. This is where Clarity can help. Integration is the key to collecting data. This can be from forms, client portals, emails, registrations, license renewals, browser behavior and more. How important is it to your sales people to know how many times their account has not only gone to the website/store, but how many products they looked at, for how long, added the cart and changed their mind, when they last logged in, how many times have they logged in, in the last 30-60-90 days, which accounts have the most lifetime value in activity or purchases?

This is all much easier to do than it sounds, and Clarity has done many Salesforce integrations for their customers, including a marketing and sales collateral integration using Salesforce as the document management respository for thousands of pieces of collateral for over 5,000 sales reps. Salesforce is also being used more to process customer orders, client behavior and engagement, so Clarity built an integration for Salesforce and our eCommerce platform. Let Clarity help you exploit the real power of your Salesforce instance.


Argos

Custom Employee Portal

Argos has a diversification strategy based on strengthening their logistics network, so they can ensure that they serve their customers with the products that they need. With this in mind, they strategically positioned their operations across the United States, the Caribbean, Central America and South America, to ensure they can move product to and within the markets where their customers need it. Clarity built an expandable custom product-filter based services website, with a built in portal for their drivers, integrated with their Salesforce instance to push and pull HR information for employees and management. (Clarity client)

view website

Scentair

Custom B2C Subscription Portal

After 20 years in business, the number of consumers requesting ScentAir for their home has reached the point where we decided now was the time. Basically, customers asked for a line of ScentAir home products, so we listened! So they engaged Clarity to design and build a custom B2C subscription-based ordering portal with an integration to Salesforce. (Clarity client)

view website

Zephyr Sleep Technologies

Custom B2C eCommerce Solution

Zephyr empowers dental practices to enhance patient care by providing a simple solution to sleeping better. Our products are progressive, precise and easy-to-use, relying on clinical validation to ensure the efficiency of our solutions and to maintain our commitment to best-in-class dental sleep medicine science. Clarity built a custom B2C-B2B eCommerce solution with a back-office integration with Salesforce to automatically process Sales orders and invoicing with their portal. (Clarity client)

view website

Boedeker Plastics

Custom Made-to-Order Portal

The biggest issue we had to figure out how to deal with was the non-standardized product data with the literally hundreds of custom fields and attributes for each product. Once we had a content architecture and standardized product data, we built out a custom eCommerce implementation with tons of custom attribute filters. This was not optimal, but required by the client as their clients have been purchasing that way for decades. So Clarity built the filters, but then backed it up with a Product Selection Wizard as well. We then used Clarity Connect to do a real-time bi-directional integration to their Infor ERP. The final development piece was to add the ability to handle multiple different ways to order the same piece of plastic (rod, tube, film, sheet, custom, upload your own CAD-CAM template, custom cuts, etc.), and be able to price out each and all of those custom scenarios. (Clarity client)

view website

Master Graphics

Custom Integration Solution

D3 Technologies helps people design better and manufacture better – from initial concept to final product – D3’s training, consulting, support and software solutions can transform the way your company makes things. As one of the largest and most accomplished Autodesk manufacturing partners in North America and the leader in Fusion 360, D3 can partner with your company to help take its manufacturing processes to a new level of efficiency. While their site was already built and running, they came to Clarity to develop and build out the custom Salesforce integration with their site. (Clarity client)

view website

NexThink

Custom Partner Portal

For almost every business, their most productive and expensive resource investment is in human capital. To keep those human resources working well and at their best, their computer systems have to be functioning and promote their ability to work, not deter or slow it down. Did you know that over 70% of all help desk incidents reported, are entered by end-users, and half (50% of those) were not detected by any proactive monitoring tool. NexThink focuses on systems monotiring solutions that automatically report issues up to a central dashboard that accumulates issues and reports them, often before the end users start complaining. Clarity has built both of NexThink's website and Sales portal and part of the project include the back-end integration with their Salesforce instance to help with real-time partner registration, user / contact registration and marketing automation. (Clarity client)

view website

Pervasive (Actian)

Custom Partner Portal

Pervasive (recently acquired by Actian) has been providing database and integration solutions for the last 27 years. Working with Clarity, Pervasive rolled out 54 DNN portals in less than one year. Clarity, hired as an extension to their team, jumped in and developed some custom modules for their DNN platform including the Salesforce integration module used in their Sales Portal. It provides real-time synchronization for all their partners and reps, as well as controlling over 5,000 pieces of sales and marketing collateral (stored in Salesforce, shared via the integration in their portal). (Clarity client)

view website

Etteplan | Tedopres

Customer Portal Integration

Etteplan | Tedopres specializes in producing localized technical documentation for companies of all sizes in any industry from medical and technology to government and consumer. Over 500 corporatations use Etteplan to produce multi-lingual content in over 50 languages. They've also integrated their website registrations and membership records by having Clarity build a real-time integration with their Salesforce CRM instance for contact record synchronization and de-duping of contacts and accounts. (Clarity client)

view website

Affair Recovery

Test Results Processed

For nearly 30 years, Affair Recovery has counseled many hundreds of couples by providing online counseling, retreats, online support groups and a rich library of online resources. Affair Recovery is also the first marriage counseling company ever to offer an anonymous online support group worldwide. Clartiy designed and built their website and integrated an online resource library with membership registration. To manage the registration and contacts, Clarity also developed their Salesforce integration. (Clarity client)

view website
Back to top
Request a Quote
 
Please feel free to send any associated files to us at:
[email protected]
 
Privacy Statement | Terms of Use
Click anywhere outside this form to close.
Request a Demo
 
Please feel free to send any associated files to us at:
[email protected]
 
Privacy Statement | Terms of Use
Click anywhere outside this form to close.
Ask an Expert
 
Please feel free to send any associated files to us at:
[email protected]
 
Privacy Statement | Terms of Use
Click anywhere outside this form to close.