Salesforce Integration with Affinity CRM For An IT Consulting Firm To Streamline Business Operations
About the Client
Established in the year 2021, Rev Qore Consulting is a London-based emerging IT Services and IT Consulting company that helps commercial teams scale and drive consistent revenue growth.
By aligning processes and taking a data-first approach, RevQore’s revenue operations framework aligns with organizations and implements the right tech to help them execute their plan.
Whether it be a board of directors or future investors, sales or customer success managers, RevQore Consulting surfaces revenue data and core metrics to shape one’s revenue operations strategy.
Challenges faced
Our client Revqore Consulting was leveraging both the Affinity CRM and Salesforce CRM simultaneously to manage their client relationships and lead details.
As a result, they were facing the following challenges in syncing data across both the platforms.
- Inconsistencies in Data
Faced the challenge of keeping data consistent across both systems resulting in errors and discrepancies in their customer data.
- Duplication of Efforts
Using two separate CRMs led to duplication of efforts in managing customer data, leading to inefficiencies and wasted resources.
- Inability to Scale and limited visibility
Using two separate CRMs limited the client’s ability to scale their business, as they may have faced challenges in managing and leveraging their customer data effectively with challenges in gaining a comprehensive view of their customer data.
- Lack of Integration
The client was experiencing a lack of integration between their existing systems, which led to data silos and difficulty in generating insights from customer data.
Key Improvement for Client
Solutions Offered
The client had specific needs for the integration, including synchronizing contact and account data between Salesforce and Affinity CRM.
After gathering requirements from the client, we offered a Salesforce Affinity Integration solution to create a bidirectional sync of lead and opportunity data and ensure that all data was properly mapped and deduplicated.
Using a combination of technologies, including Salesforce APIs, Affinity APIs, webhooks, and custom code in Apex and JavaScript, we built this integration by performing the following tasks:
- Salesforce Configuration: The Salesforce side of the integration involved configuring custom objects and fields to store data from Affinity CRM. We created triggers and workflows to automate data synchronization and build custom Visualforce pages to display data from both systems in a single view.
- Affinity CRM Configuration: On the Affinity CRM side, custom fields were created to store Salesforce data, and API endpoints were configured to allow for data exchange between the two systems.
- Data Mapping and Deduplication: One of the key challenges of the integration was mapping data between the two systems and ensuring that duplicate records were properly identified and merged. To accomplish this, We created an Apex custom code to handle data mapping and deduplication.
Technology Stack Used:
REST API, Webservice Class, Apex Trigger, Apex Class
Visualforce PDF and Flow
Result:
- Decreased data silos
- Improved visibility and scalability
- Seamless synchronization across the platform
- Reduced manual data entry
Work Done
India 
USA
UK
Canada