Magento Entwined with Salesforce to Uplift Your Ecommerce Business

Due to the evolution in web technology, eCommerce has become so popular among millennials and brick-and-mortar business owners that everyone wants to establish a billion-dollar eCommerce startup.

Magento platform has it all!

It is an open-source content management system to create an eCommerce website that supercharges the business to perform at its maximum capacities and scale exponentially in a cutthroat competition of the eCommerce world. From building an eCommerce website to managing offerings, attracting customers, increasing revenue, and more.

Magento’s current running version is Magento 2.4.3, including several tools. This latest version comes with some upgrades in performance and security. Also, developers can modify the basic code with ease and enhance the website’s performance by adding new application extensions from the Magento Connect store.

Key features of Magento

Most eCommerce startups develop their website on the Magento platform. Enterprises dealing in B2B or B2C segments can efficiently perform Magento functions. Features of Magento captivate the attention of SMEs to multinationals like Ford, Tommy Hilfiger, P&G, Etc.

List of a few key features of Magento are as follows.

Cross-platform Integration – Magento’s flexibility can easily be amalgamated with third-party CRM/ERP. Also, add-on services play a significant role in the robust performance and remarkable user experience.

SEO Optimization – Getting a higher ranking on search engines is the biggest challenge for any eCommerce website. Magento helps a lot by reaching maximum customers and greater visibility on search engines. Once you load the platform, it processes the SEO-optimized content on your site.

Customizable Themes- Magento (Adobe Commerce) offers a theme marketplace that enables customers to create visually appealing websites. The themes can be customized, giving the user more options.

Super Technology – Salesforce

Salesforce is a revolution in an automated business world. An internationally recognized Customer Relationship Management Software allows businesses to streamline their functions seamlessly.

Salesforce is acknowledged as the best CRM in the industry, giving enormous proven reasons. It boosts the capacity for workflow automation, plays a vital role in lead generation, helps in sales forecasting and opportunity management, eases the tool integration process, and offers much more easy-to-use services on the platform.

Salesforce is a cloud-based automation system that facilitates storing your data on internet servers with adequate security and allows you to access the information anytime, anywhere, on any device. This platform connects businesses, customers, and teams within those organizations around each customer in the digital age. As a result, CRM software aids businesses in becoming closer to and focusing on their customers.

Magical Blend (Integration of Magento and Salesforce)

As an eCommerce player, if you’re looking for seamless synchronization between your CRM and business-critical data, integrating Salesforce objects with Magento tools is worth considering. Automation minimizes human interventions, saving time, increasing productivity, and enabling focus on business goals.

Salesforce authorizes easy integration with external systems with its Application Programming Interfaces (APIs) and gets access to their functions to level up the capabilities and performance, surpassing the individual system capability.

Magento provides the framework for building an online business, while Salesforce offers the front-end for locating customer queries. Magento also includes a flexible and dynamic catalog management system that allows users to create and manage up to 20 stores from a single admin panel.

Salesforce CRM connection, for example, synchronizes all customer data across all brand nodes, allowing the company to centralize all customer-targeting actions in a single interface.

Integration between both platforms turns your business into a self-governing system.

Integration Process to Follow

- Get Zapier

An automated tool performs the process of Magento Salesforce integration with programmed commands, which makes synchronization easy. Kickoff the procedure of combining both systems with the latest version of Zapier. Easy steps to get Zapier which is available over the web, are:

Download the tool
Sign up and login into the account

- Sign in to Salesforce

Further developers need to log in to a salesforce account to continue integrating Magento and stay logged in during the whole process.

- Make a Zap

After getting logged in to Zapier and your Salesforce account, you need to create a ‘Zap’ dedicated to particular system integration. Click on the action button to make a zap in the top right corner of the dashboard and initiate the process immediately.

- Choose the Trigger App

The preceding step leads you to a configuration screen to select a Trigger App. Choose “Magento Trigger” from the drop-down menu. There will be a drop-down menu. Choose the triggers you wish to use with the integration from this list, then click “Save and Continue.”

- Connect Magento Account

Choosing the trigger app turns the wheel of the process on the form filling screen and asks for your Magento Account details like sign-in ID and passwords, domain name, etc. After filling it out, you must authorize your Zap to connect with the same account. Zap will further push you to a screen for evaluating the latest version of Magento. The store will be tested, and you will be ready to go on to the next step, also known as the integration phase.

- Integrating Salesforce

Once the Zap completes the Magento store evaluation, it will be led to the ‘Choose an action page where you proceed with integrating Magento with Salesforce.

Once you select ‘sales force’ from an action menu, the next step is to ‘select salesforce action,’ with various other action alternatives. When you click on ‘create contact,’ you will be redirected to the page where you need to ‘select salesforce account’ and fill in the details.

Now, to connect your Salesforce account with a Magento account, you need to ‘select your account, click on ‘continue’ and follow the automated process for setup. Eventually, run the test of Salesforce and finish the procedure.

- Name your Zap

Once the integration is completed, and the accounts are tested, you need to name your Zap and click the “Finish” button again. After that, it will check Magento once again for the integration, and you shall be all set.

Reconsideration of Integration

Salesforce and Magento are essential for any business’ growth, income, and success, which necessitates the continuity of business functions. Many organizations don’t prefer this integration as both serve the purpose, but for real-time connection and long-term relationship with customers, combining Magento with Salesforce CRM is necessary, whether the benefits remain the same or not of both systems. Integration solves difficulties including vast data inactivity, managing new product campaigns, and the high personnel cost of administering two systems separately.

These issues are frequent when an eCommerce site tries to operate Magento and Salesforce simultaneously. As a result, most businesses opt to combine Magento and Salesforce.

Here are some great benefits eCommerce organizations can get by integrating Magento with Salesforce CRM:

1. Personalized Email Campaign

Salesforce CRM helps set up an email campaign to connect with qualified leads and drive conversions. It helps in planning campaigns to target audiences, designing your emails with interactive templates and appealing content, testing your emails, and measuring the campaign’s performance. Customization is a key feature of the Salesforce Einstein tool that allows you to create personalized messages for each recipient considering their responses. It enables merchants to reach out to their target audiences more effectively and enhance email click rates automatically.

2. Meet Social Studio

It is a one-stop solution to create, manage, and track social media posts. It helps you run campaigns on all the social media platforms like Facebook, Twitter, Instagram, etc. Magento stores collect relevant information about customers precisely, and integration with Salesforce CRM will help create personalized content based on their item searches, purchases, and feedback. The macros integrated with CRM will automate the campaign process and submit the reports accordingly.

3. Marketing Cloud Mobile Studio

Data is essential to create any successful marketing plan, Salesforce Mobile Studio helps in mobile marketing, but integration with Magento stores opens the door to detailed information about customers and their activities. For example, if someone filters on discounts, you can send personalized messages of running offers, or if someone added a few items to a cart or wish list, then send push notifications to remind them about where they left off.

4. Seamless synchronization

Salesforce Lightning Process Builder reduces manual data entry into the Magento store. Integrating Salesforce flow with Magento Data helps automate repetitive tasks of filling in detailed information about customers each time they interact with a website; data is automatically filled and updated without any human error.

5. Data Management

E-Commerce entities have to figure out effective ways to deal with big data, and Salesforce CRM helps you accumulate, evaluate, and refine the data to ensure the authenticity of users’ data.

6. Real-Time Information Sharing

Salesforce is a cloud-based CRM that assists in real-time collecting and refining data from many sources. Everything is collected in real-time, whether it’s data from customer service, social media platforms, or other sources.

7. Remarkable user experience

It’s simple to deliver a better customer experience when you have the technology to automate data gathering and filtration. To offer similar products, learn what customers want based on trends and comments.

8. High customer interactions

Magento Salesforce integration allows businesses to offer clients personalized bargains based on their previous product preferences. It also aids in increasing sales patterns and improving overall ROI.

Top Advantages to eCommerce business

The integration of Magento with Salesforce CRM is the most effective way to ensure the success of an eCommerce business by creating a user-friendly environment for customers and a smooth business process.

– Growth-Driven Strategy

When does a business grow? When the business management performs efficiently and effectively, this miracle could happen when integration takes place, and you take the optimum advantages of a flawless automated synchronization process from marketing your offerings to building long-term customer relationships. Entwined twins between Magento and Salesforce will take your eCommerce business to new heights of growth.

– Cost-Effective

Sure it is! Yes, because integration facilitates automation, and automation promises significant cost savings. For companies like eCommerce, where if employees have to interact with large amounts of junk data manually, it leads to a time-consuming and expensive process, while automating your website data and process will cut off several functional costs and transform it into a money-making machine.

– Fewer human interventions lead to fewer error

There are a lot of mishaps in eCommerce business due to manual work culture like wrong feeding of customer information or placing incorrect orders, resulting in unhappy customers. Magento Salesforce integration takes over human intervention by automating the process with fewer errors.

-Data storage

The system will be self-contained and will not require human involvement. Everything in your Magento eCommerce business will be saved in a single block with the sole purpose of storing your information. This means you don’t have to be concerned about data loss due to data entry errors, unintentional deletion, or neglecting to update the system.

-Sales Analysis

One of the great advantages of Magento and Salesforce integration to your eCommerce business is getting accurate audit reports of sales to measure how well our market strategy worked by analyzing actual data, which tempted you to go forth and make a decision.

Conclusion

You learned how to set up Magento Salesforce Integration in this article. You’ll also learn how Magento Salesforce Integration aids businesses in managing CRM activities and syncing E-Commerce data in a centralized location. Overall, this integration streamlines the workflow by syncing orders and customer information in real-time. Other extensions that enable you to integrate Magento Salesforce are available, but they are also expensive.