Transforming Customer Experience with a Smart Salesforce Connector

iLink helped the leading financial services platform enables customers to shortlist and track startups efficiently. Operating in a data-driven environment, the client’s customers heavily relied on Salesforce as their CRM. However, without an in-built Salesforce integration, key business information remained siloed, creating inefficiencies and additional manual overhead. 

Industry

Food & Beverages

Company size

1000+ Employees

Headquarters

California, United States

Client Overview

The client is a global market intelligence and startup tracking platform that empowers investors, corporates, and enterprises with actionable insights to identify emerging companies, trends, and investment opportunities across industries. 

Challenges

The client faced several operational obstacles that limited CRM effectiveness and customer satisfaction: 

  • Disconnected Salesforce Experience: Lack of a native Salesforce integration resulted in siloed data and heavy reliance on manual processes.
  • Limited Data Enrichment in CRM: Salesforce objects such as Accounts, Contacts, and Leads could not be easily enriched with critical business attributes like company location, founded year, revenue, valuation, and social presence.
  • High Integration Complexity: Customers were forced to build and maintain custom API-based integrations, increasing development effort, cost, and time-to-value.
  • Delayed & Inaccurate Decision-Making: Fragmented and outdated data reduced data reliability, slowed insights, and negatively impacted customer experience.

Solution

iLink developed a smart Salesforce connector to seamlessly integrate the client platform with Salesforce, enabling sreal-time data synchronization and enriched CRM capabilities. 

  • Connector Development: Built a Salesforce connector app to integrate the client platform with Salesforce.
  • Easy Installation: Customers can install the package directly in their Salesforce instance without custom coding.
  • Automated Data Sync: The connector automatically creates custom fields and refreshes data from the client platform to Salesforce.
  • Flexible Sync Options: Provided multiple sync modes including direct sync for Leads, Contacts, Accounts, full sync, and scheduled sync.

Business Outcome

98% data sync accuracy, ensuring real-time, reliable data across Salesforce 

90% improvement in customer satisfaction with seamless CRM integration 

Faster, data-driven decisions with platform insights embedded directly in Salesforce 

Consistently enriched, investor-ready data across Accounts, Contacts, and Leads 

Conclusion 

By implementing a smart Salesforce connector, the client eliminated data silos and manual integration overhead. iLink’s solution provided customers with enriched, real-time business insights directly in Salesforce, improving decision-making, enhancing customer satisfaction, and streamlining CRM operations.  

Looking to enhance your Salesforce CRM with seamless platform integration?

iLink helps financial services and enterprise organizations unify data, automate workflows, and deliver enriched insights to accelerate business outcomes. 

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