Bring Your CRM Ecosystem Together with Salesforce
At Cognition24, we specialise in integrating Salesforce with other CRM platforms to support seamless transitions, synchronised data, and a unified customer experiences. Whether you’re consolidating multiple systems across multiple regions or aligning sales and service platforms, our CRM integration expertise ensures Salesforce fits effortlessly into your tech stack.
Why CRM Integration Is Important
Many organisations use multiple CRM or customer-related systems across departments. Integrating these with Salesforce enables:
- Centralised customer records and communications
- Improved data accuracy and consistency
- Reduced data duplication and manual entry
- Enhanced collaboration between marketing, sales, and support teams
- Smarter reporting and a 360° customer view
What Can Be Integrated?
CRM integrations vary based on your tech stack and workflows. Common integration points include:
- Leads, contacts, and account data
- Sales activities, tasks, and call notes
- Marketing workflows and campaign data
- Customer support cases and service history
- Email and calendar synchronisation
- Custom objects and workflows
Supported CRM Platforms
We integrate Salesforce with a wide range of CRM and customer systems, including:
Custom and legacy CRM systems
Flexible Integration Methods
We tailor CRM integration solutions using approaches such as:
- Prebuilt connectors and native integrations
- API-based custom integrations
- Data sync platforms (e.g., Zapier, Workato)
- Mulesoft for scalable, enterprise-grade integrations
- ETL tools for batch data processing
If you’re transitioning from another CRM or looking to unify systems across departments, Cognition24 can help you build smart, scalable Salesforce integrations.
Contact us to discuss your CRM landscape and how we can connect it to your Salesforce platform.