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Salesforce CRM Integration

Unify Customer Data. Automate Processes. Accelerate Growth.

We implemented and integrated Salesforce CRM with multiple business systems to create a 360° view of customers, automate sales workflows, improve team productivity, and drive better engagement across the entire customer lifecycle.

Industry

Professional Services

DURATION

12 Weeks

Technologies

Microsoft Stack, APIs & Power Platform

Engagement

Enterprise CRM Integration

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The Challenge

The client relied on disconnected systems and manual processes which resulted in:

  • Siloed customer data across multiple platforms
  • Manual data entry and duplication
  • Lack of visibility into the sales pipeline
  • Inefficient lead management and follow-ups
  • Inaccurate forecasting and reporting
  • Slow response times and missed opportunities
  • Difficulty tracking customer interactions

Our Solution

We designed and implemented a unified Salesforce CRM solution integrated with key business systems to centralize customer data, automate sales workflows, and provide real-time visibility across the customer lifecycle.

 

Lead & Opportunity Management

Seamless System Integrations

Automated Business Workflows

360° Customer View

Custom Reports & Dashboards

Marketing Automation

Real-time Data Sync

Advanced Analytics & Forecasting

Integration Architecture

Source Systems

  • Website & Forms
  • Marketing Tools
  • Email & Calendar
  • ERP & Finance
  • Support System

Integration Layer

  • Microsoft 365
  • Power Automate
  • REST APIS
  • Data Validation

Sales Cloud | Service Cloud | Marketing Cloud Analytics Cloud | Experience Cloud

Data & Services

  • Customer Data
  • Product Data
  • Financial Data
  • Analytics & Al

User Access

  • Sales Team
  • Service Team
  • Marketing Team
  • Management

Key Features

  • Lead & Contact Management
  • Opportunity & Pipeline Management
  • Account & Territory Management
  • Workflow Automation (Flows & Process Builder)
  • Email & Activity Tracking
  • Custom Dashboards & Reports
  • Sales Forecasting & Predictive Insights
  • Role-Based Security & Access Control

Technology Stack

Salesforce

MuleSoft

AWS

REST APIs

SQL Server

Tableau

Heroku

Арех (Backend)

Lightning Web Components

Power Automate

Business Outcome

40%

Improvement in Operational Efficiency

60%

Reduction in Manual Processes

360°

Unified Customer View

Real-Time

Data & Pipeline Visibility

The Dynamics 365 integration by AK Consultant LLC has completely transformed our business operations. We now have a single source of truth, real-time insights, and automated workflows that have significantly improved productivity and customer satisfaction.

– Michael Anderson
Chief Information Officer
Global Solutions Inc.

Rated 4.6 / 5 based on client reviews

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About AK Consultant LLC

AK Consultant LLC builds enterprise AI solutions, workflow automation, custom software, and business system integrations that help organisations improve efficiency and scale with confidence.

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About AK Consultant LLC

AK Consultant LLC builds enterprise AI solutions, workflow automation, custom software, and business system integrations that help organisations improve efficiency and scale with confidence.

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