Salesforce Integration with Affinity CRM For An IT Consulting Firm To Streamline Business Operations
75%
Reduced duplication of efforts
90%
Data record mapped correctly
80%
Data record mapped correctly
Overview
From scattered records to a single automated flow
What You Need To Know
Effective CRM integration is crucial for scalability and comprehensive customer data management. This integration enabled RevQore to enhance visibility, reduce manual data entry, and streamline business operations, fostering better decision-making.
Why It Matters
RevQore Consulting faced data inconsistencies and duplication issues while using Affinity CRM and Salesforce. They had specific needs for the integration, including synchronizing contact and account data between Salesforce and Affinity CRM.
What HIC Did
HIC configured Salesforce and Affinity CRM for bidirectional synchronization, mapped and deduplicated data, and used technologies like Salesforce APIs, Affinity APIs, Apex, and JavaScript. This ensured seamless data flow and improved system integration.
Challenges Faced
Bottlenecks slowing every hand-off
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.
About the Company
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.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
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
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