Salesforce for Ecommerce: Smooth Integration Between Salesforce and Magento 2

Salesforce is one of the most popular CRM systems that let companies keep long-lasting relationships with customers and improve customer experience. Magento integration with Salesforce may seem challenging, but we know how to make it painless.
Yevheniia
Yevheniia

Copywriter. Yevheniia understands various CMS systems for e-commerce, such as Magento, Shopware, Shopify, as well as marketing and customer acquisition strategies.

SimilarTech says that over 100,000 websites use Salesforce as their preferred customer relationship management (CRM) system, which makes the connection between customers and businesses effortless and meaningful while helping companies to grow sales and establish brand loyalty.

But what does Salesforce actually do? And how do you connect it to a Magento store? Let’s find this out!

What Is Salesforce?

Salesforce is a cloud-based platform for managing all company’s interactions with existing and potential customers. The platform provides businesses with tools to track customer behavior, find prospects, close more sales deals, perform effective marketing, ensure customer service, conduct analysis, generate reports, and more.

In simple words, Salesforce stores all the customer information, including all transactions, orders, webpage activities, and chats, in an organized way, gives you easy access to it, and allows you to turn this information in your business favor.

Here is the complete list of services Salesforce provides:

While there are a plethora of CRMs on the market, Salesforce has become the leader. It serves as an ultimate source of customer data for many recognized companies, including Spotify, Toyota, Amazon Web Services, Disney Plus, and Zoom.

Salesforce for Ecommerce

If you deal with customers, Salesforce will be a real helper, no matter what your business is about. And especially this platform is a must when it comes to online retail. Among all companies that use Salesforce, 15% of them run retail businesses. This percentage includes small, mid-size, and large organizations.

Salesforce is often integrated with ecommerce platforms like Magento, Shopify, or BigCommerce. When an online store deals with hundreds or thousands of customers, the platform makes it possible to take care of all business needs.

Operations automation and multiple in-built tools used in ecommerce businesses on a daily basis for lead generation, sales, marketing, accounting, and other functions are stored in a single system. This gives a single view of what’s happening in online and physical stores, saving a company time and money used for repetitive tasks and boosting productivity and, respectively, profits.

Salesforce Benefits for Ecommerce

1. Audience segmentation

In online retail, you have to deal with customers who have different preferences, needs, locations, and budgets. Salesforce is tailored to differentiate your clients so you can easily understand who needs what and create for them a personalized shopping journey.

2. 360-degree customer profiles

Salesforce allows companies to have customer profiles that list the necessary information for sales. Transactional and financial data, personal information, average customer income, reactions to marketing campaigns, website interactions, and more data can be captured with this functionality.

360-degree customer profile helps define the most frequent and profitable customers and build sales strategies to retain this audience.

3. Automatization

With automation, not only clients benefit from an intelligent approach to your sales but also your teams. Salesforce allows you to automate customer data collection and processing so that your team can focus on creative tasks instead of routine ones.

Plus, the platform helps automate internal team processes, such as tasks, emails, and opportunity management (deals that are in process).

4. Seamless collaboration

Another benefit for internal teams is that Salesforce serves as a single version of truth for multiple departments, including services, sales, accounting, and marketing. Any internal process, customer data, financial activities, or promo campaigns can be visible to any team member, contributing to faster decision-making.

5. Marketing tools

Salesforce enhances marketing campaigns thanks to personalized emails, contributing social media activities, discounts and rewards suggestions, loyalty programs, etc.

On top of that, efficient customer data collection and segmentation used for statistics and analysis help marketers craft targeted promo campaigns that can increase the number of leads and conversions.

6. Customer support

To resolve customer issues, Salesforce provides businesses with real-time chatbots, a case management feature with recommendations, field service that allows teams to act in different environments, and more.

Most customer support features are powered with AI to speed up the process, prevent human error, and automate routine tasks.

PowerSync: Magento & Salesforce Integration

So, we figured out how exactly Salesforce benefits ecommerce. However, choosing this CRM over others is not the hardest decision to make. The challenge is to perform Salesforce integration between online stores developed on Magento 2 or other ecommerce platforms.

Yet, here at Magecom, we nailed the process of Magento and Salesforce integration thanks to PowerSync, and we want to share our experience.

PowerSync is a robust application that ensures smooth Salesforce/Magento communication and automatically synchronizes data between two platforms in real-time. The application provides an intelligent connector that allows exchanging of data between a Magento store and Salesforce CRM.

The application has both free and paid versions, so either your store requires minimum details exchange between Magento and Salesforce or an extensive data set synchronization, you can find an option suitable just for you.

PowerSync also offers the following:

  • 🟠 Wide possibilities for customization
  • 🟠 Creating solutions for unique client entities
  • 🟠 Professional support to solve customer’s issues

PowerSync offers bi-directional controls for systems of record, meaning store administrators can easily set up synchronization of one Magento field with multiple Salesforce fields. For each field, you can configure synchronization on creating, updating, or both circumstances.

The app’s synchronization capability encompasses Magento catalogs in the range of 500,000 SKUs, Magento customer bases of 250,000 shoppers, and Magento order histories of 300,000 purchases. But that’s not all.

What Can Be Synchronized for Magento And Salesforce with PowerSync

Let’s take a look at the list of entities and fields PowerSync let automatically exchange when Salesforce/Magento integration is done:

  • ✅ Website
  • ✅ Customer, customer address
  • ✅ Subscriber
  • ✅ Product
  • ✅ TierPrice
  • ✅ Cart, cart item
  • ✅ Negotiable quote, negotiable quote item
  • ✅ Order, order item
  • ✅ Shipment, shipment item
  • ✅ Invoice, invoice item
  • ✅ RMA, RMA item

There are cases for manual synchronization as well. However, manual work is rather an exception for PowerSync. It is done when the following occurs:

  • ✅ You had old records after the first installation
  • ✅ You experience a disabled synchronization
  • ✅ You run into an unexpectable failure

We can see how Magento sends the data to Salesforce on the example of customer details. Synchronization starts automatically after saving a customer’s details in the system. After synchronization, you can find links to the Salesforce entities on a Grid page in Magento or on a certain entity (for example, customer) page.

What Cannot Be Synchronized for Magento And Salesforce with PowerSync

PowerSync, just like any other application that exists in this world, is not almighty. Some fields and entities cannot be synchronized with the help of this application but can be covered by other solutions on the market.

  • ❌ Catalog price rules campaigns sync to Salesforce
  • ❌ Product categories
  • ❌ Link Magento subscribers and campaigns into Salesforce
  • ❌ Default “Contact Us” form integration
  • ❌ Product image catalog storage files on Salesforce
  • ❌ Custom conditional synchronization rules limit data transfer based on configured exclusions

Conclusion

Salesforce is the number one CRM on the market. It is an extremely helpful tool for ecommerce that allows keeping a close and meaningful relationship with your clients, automating internal processes for teams, and boosting your sales.

Magento integration with Salesforce may cause a headache when you do not know the right tools for it. Here at Magecom, we mastered our skills for making two platforms exchange data seamlessly. You can contact us, and we will help you to establish smooth work between the two platforms.