The Manual Data Problem
Every day, your team copies data between systems. An order comes in through your website, someone enters it into QuickBooks, then updates Salesforce, then notifies the warehouse. Each step is a chance for errors, delays, and frustration.
This isn't a technology problem — it's a connection problem. Your systems work fine individually. They just don't talk to each other.
Why Off-the-Shelf Tools Fall Short
You've probably tried the obvious solutions:
Zapier and Make work great for simple automations. But they break on edge cases, can't handle complex logic, and create shadow infrastructure that's hard to maintain.
AppExchange Apps are rigid. They solve one specific problem in one specific way. When your workflow doesn't match their assumptions, you're stuck.
Native Salesforce Connectors exist for some systems, but they're often basic and can't handle the nuanced data transformations your business needs.
The Real Cost of Disconnection
When your systems don't talk, you pay in three ways:
- 1**Time**: Manual data entry adds up. A task that takes 2 minutes, done 50 times a day, burns 8+ hours weekly.
- 1**Errors**: Human data entry means human errors. One wrong number in an invoice can cascade into hours of reconciliation.
- 1**Slow Decisions**: When reports require pulling data from multiple systems, decisions get delayed. By the time you have the full picture, the moment has passed.
What Good Integration Looks Like
The goal isn't just to connect systems — it's to make them invisible. Your team shouldn't think about which system has which data. They should just do their work.
Good integration means:
- •Real-time sync: When data changes in one system, others update automatically
- •Native experience: Everything happens inside Salesforce, where your team already works
- •Smart automation: Business logic that matches how you actually operate
- •Error handling: When something fails, you know immediately and can fix it
Getting Started
The first step isn't building — it's understanding. Before writing any code, you need a complete map of your current systems, data flows, and pain points.
That's why we always start with a Discovery Sprint: a focused audit that identifies every automation opportunity in your business. Even if you never build anything, you walk away with a clear picture of what's possible.