Service
System Integration
The CRM Firm provides an array of system integration services to centralize and consolidate your data within the Salesforce ecosystem, creating an accurate single source of truth enabling your organization to make well-informed, data-driven decisions to ensure a prosperous future.
Customer Success
Maximize your efficiency, accuracy, and value to your customers
To be a data-driven organization requires the systematic collection and integration of data into a single source of truth paired with advanced analytics to inform decision-making across all levels. This requires a culture that values data, along with the necessary tools and training for employees to leverage data in their daily operations.
The CRM Firm offers tailored services to optimize and enhance a company’s Salesforce environment, ensuring seamless integrations with existing systems, as well as user adoption to support a data-centric culture.


Be On the Cutting Edge
Unifying Systems, Amplifying Success
Over the last year, the world of technology has seen a huge uptake in Artificial Intelligence (AI) and it is now more important than ever to maintain a competitive advantage equipped with clean, complete, and reliable data.
The CRM Firm can keep your integration strategy ahead of the curve, providing:
- Unified & Cohesive Frameworks
- Seamless Communication & Data Flow
- Consistent, Up-to-Date Information
- Improved Data Accuracy
- Comprehensive Operational Views
We Have the Solution to Your System Integration Problem
Our expertise in consolidating diverse systems ensures seamless communication and data flow across your organization, enhancing efficiency and decision-making. Our team leverages cutting-edge technologies, including AI, to deliver reliable and scalable solutions tailored to your unique business requirements.

Complex
The CRM Firm provides complex integration strategy and development services for organizations with advanced needs in data flow, mappings, conditions, and system endpoints

Out-Of-Box
There are thousands of out-of-box integrations that are built to connect Salesforce with other common applications. The CRM Firm assists our clients with integrations in the example areas to extend the features of their Salesforce ecosystem to integrate external data.

Salesforce Clouds

Complex Integrations
• Salesforce Org-to-Org
• Custom Developed APIs
• AWS & Data Warehousing Services

Out-Of-Box Integrations
• 3rd Party Applications from the AppExchange
• Zapier
• OOB Integrations with Industry Standard applications

Salesforce Cloud Integrations
• Data Cloud
• Marketing Cloud
• Experience Cloud
Endless integration options for your industry
These are common applications used to support integration strategies within these industries. The CRM Firm can provide product and/or partner recommendations based on your business’ needs and use case. Contact us today.
Financial Services

Fidelity Investments

Charles Schwab

Orion Advisors

Pitchbook

Envestnet Tamarac

Addepar
Real Estate Investment Trusts

Yardi

House Canary

Zillow

Tableau

Amazon Web

Attom Data Solutions
Not-For-Profit

NPSP

Formstack

Give Lively

Mogli

Hands On Connect

Classy
Sales Organizations

FirmWorks Files

Salesforce Inbox Control Panel

Marketing Cloud Engagement


Salesbolt

Salesloft
Use Case Examples
Below are a few conceptualized examples of integration lifecycles with Salesforce at their core.
Non-Profit Organization

Private Wealth Manager

Sales Person
