Our client is a lending company specializing in providing loans to healthcare professionals, including doctors, nurses, dentists, and veterinarians. They offer diverse financing solutions tailored to the specific needs of medical professionals. The organization sought to streamline its lead management process and ensure all lead data was accurately recorded in Salesforce while maintaining Azure’s data enrichment capabilities.
The client was looking for a technology partner who would help them with seamless integration of Microsoft Azure and Salesforce. The leads were getting recorded in the Azure database, but the client wanted it to be also recorded in Salesforce to enhance their convenience. They didn’t want to leave Microsoft Azure since it was doing deduplication of leads and was also performing data nurturing/enrichment.
We developed a structured integration solution to connect Microsoft Azure with Salesforce, ensuring lead data was accurately mapped, transferred, and synchronized between both systems. Our team implemented a batch data processing approach using Salesforce Bulk API, automating lead synchronization every six hours. This helped the client eliminate duplicate records, consolidate lead information, and gain a comprehensive view of their prospects.
Leads were captured through multiple sources and stored in Azure, but this data was not being recorded in Salesforce, leading to gaps in sales insights.
Multiple storage tables in Azure resulted in duplicate lead records, making it difficult to track unique prospects effectively.
Lead information was stored in different tables based on status, creating difficulties in retrieving and consolidating information.
With key lead data fragmented across different systems, the client struggled to gain actionable insights for strategic planning.
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We created a structured field mapping between Microsoft Azure and Salesforce's lead object, including custom fields and validations to ensure consistency.
A connected app was configured in Salesforce to establish a secure integration with Azure, along with a dedicated integration user for authentication.
2- 3
Implemented Salesforce Bulk API for efficient batch data transfer from Azure to Salesforce, ensuring minimal processing load.
Developed a function to automatically pull lead data from Azure to Salesforce every six hours, ensuring real-time availability of the latest information.
4
- 100% Data Synchronization: All lead data stored in Azure is now automatically recorded in Salesforce, providing complete visibility into the sales funnel.
- 40% Reduction in Data Redundancy: The integration eliminated duplicate lead entries by consolidating information within Azure before pushing it to Salesforce.
- 60% Faster Decision-Making: With unified lead data in Salesforce, the company significantly improved its ability to analyze trends and make strategic decisions.
- Enhanced Efficiency: Automation of lead transfers reduced manual data entry efforts by 80%, allowing sales teams to focus on high-value tasks.
