Salesforce is the world’s leading customer relationship management (CRM) platform. Even though it provides software to speed up marketing, sales, and customer service processes, it does not always have code-free and cost-effective solutions to fit every business use case.

Thankfully, Salesforce allows you to connect third-party apps, like Titan for automated workflows, so that you can go ahead and speed up your business operations from end to end.

Join us below as we discuss another business app giant: Titan. This powerful platform integrates directly with Salesforce to extend your custom digital experiences and enrich customer data with absolutely no code.

One High-Powered Salesforce Integration

As we mentioned earlier if you are looking for custom no-code Salesforce solutions that are not going to break the budget, you will need an official third-party app.

Titan is number 1 on the Salesforce AppExchange marketplace. And that comes as no surprise since this dynamic platform lets you create documents, web forms, apps, e-signatures, and even surveys with a full suite of enterprise applications.

Each application is designed to connect seamlessly with your CRM platform through Salesforce API integration.

Titan syncs to Salesforce so data can be accessed across your entire organization to analyze customer information from various web projects in a single location.

Types of Titan Integration

With Titan, your business gets multiple code-free apps that connect to Salesforce for data integration:

• Titan Forms
• Titan Docs
• Titan Sign
• Titan CLM
• Titan Survey
• Titan Web
• Titan Flow
• Titan Files

Salesforce and Titan Integration Architecture Guide

Looking at Titan’s support center, it seems fairly easy to integrate their Salesforce integration tools with your CRM platform. Follow the easy 3 step guide below to see how quick it can be to integrate Salesforce with Titan:

• In the Titan Dashboard, select the Settings tab.

• Now, click the Integrations tab and notice a list of integrations. Look for
  Salesforce and click on the Authenticate button.

• Enter your Salesforce username and password into the pop-up window and
  click the Log In button.

Salesforce Integrations: The Pros from Titan

Any of the Titan applications can help you build organizational workflows integrated into Salesforce that ultimately connect your teams, customers, and partners. Let’s dive deeper into each of these Titan apps and Salesforce integration services to explore the pros that they provide your business.

Titan Forms

With Titan Forms, you can create custom forms with a drag-and-drop forms builder that requires no coding knowledge.

Since Titan Forms is directly integrated into Salesforce, data is collected from the CRM giant and pre-filled into your web forms. This nifty feature allows your customers to only enter required data into empty fields. The result is that you get data pushed to your Salesforce platform faster, as web forms are easier to fill out.

Titan Forms also allows you to read and write from multiple Salesforce objects in real-time. You also get to work with any data structure, and any object so you can edit bulk records, use grid views, and upload files with no code.

Titan Docs

As Salesforce does not have a highly developed method to generate documents, you can use Titan Docs to help you in this area.

For example, you can easily generate a Word document from Salesforce and create PDFs pre-filled with dynamic data from your CRM with no code. And it does not stop there, Titan Docs lets you merge and convert files into any format you want, like PDF, DOCX, PNG, and HTML.

Documents are prevalent across all departments and industries. From custom contracts, proposals, quotes, or invoices, you can build them all directly from Salesforce in minutes without a single line of code. With Titan Docs you can get rid of all manual tasks in the office place with complete flexibility for your dynamic content.

So connect Titan Docs with Salesforce APIs to eliminate paperwork processes so your employees can focus on higher-level tasks, like interacting with customers and closing deals.

Titan Sign

We just spoke about business documents, so we can’t ignore eSignatures and digital signatures. eSignatures are any electronic signature whereas a digital signature works with cryptographic technology to verify a signer’s identity. Both are needed online to seamlessly sign documents and Titan Sign can provide them.

With Titan Sign integrated into Salesforce, you get to sign and deliver your contracts in minutes. Then, go ahead and track the entire signing process in Salesforce.

For example, Titan Sign can alert your employees or specific teams whenever a contract is viewed, voided, or signed. Once your signing process is complete, data from your contract or input fields will be pushed to Salesforce and stored as records. Titan Sign can also provide you with solutions to bulk sign documents if that is one of your business requirements.

As a market-leading app, Titan can give you added identification solutions for your documents with facial recognition. However, the best part about Titan eSignatures and digital signatures is that they are fully accessible and are 21 CFR Part 11 Compliant. You can also rest assured that the eSignatures and digital signatures in your documents will be 100% secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks.

Titan CLM

For those businesses that need to work and collaborate on contracts regularly, Titan CLM is a great solution. It helps to redline, edit, and comment on any agreement while tracking every step inside Salesforce. These features are essential to making Contract Lifecycle Management (CLM) processes faster and easier.

Your employees and departments will enjoy the fact that they can collaborate on a single document in real-time. Legal, finance, management, and sales teams often need to work on a contract to seal the deal. So, with Titan CLM integrated into Salesforce, your manual CLM processes can be reduced to a few days compared to weeks for all these employees.

A bonus feature is that you get to add new collaborators to your CLM journey at any stage you need for full flexibility of your agreements.

Titan Survey

Once you have closed deals and turned leads into customers, you might want to measure their satisfaction levels. To collect their feedback seamlessly into Salesforce, use Titan Survey. It is a solid tool for market research, and it requires no coding knowledge to operate.

Surveys created by Titan are focused on user experience, so they support custom conditional logic. Due to this capability, you can go ahead and customize your entire survey journey in Salesforce.

Your surveys will be streamlined and well-designed so that respondents can skip questions that they do not want to answer. These simple tricks will help you reduce respondent drop-out rates as more surveys are completed with the data pushed to Salesforce.

Titan Web

Titan Web is known for its power to create websites, customer portals, partner portals, complex forms, and surveys on a single Salesforce-integrated platform. It’s an all-in-one solution for your marketing, sales, and customer service processes.

The platform connects directly to a Salesforce integration API, but you could use it as an alternative to Experience Cloud for custom, no-code solutions. Titan Web is much more than just a web project builder. You can also use the app to generate and sign documents.

It truly is designed to align and connect all your employees, customers, and partners on projects. Use Titan Web to speed up complex approval flows, create custom SSO portals for non-Salesforce users, and provide advanced 2FA security measures on all your web projects.

Titan Flow

This app is all about automating work processes to give your employees more time to focus on other important business functions.

To give you a little glimpse at the speed at which Titan Flow can run, we are talking 10,000 Salesforce automation per second. To break that down, you are looking at 60,000 automation per minute to speed up any of your business processes on a large scale.

Titan Flow also plays nicely with external file storage applications. You can store files in and out of Salesforce as this Titan app integrates with third-party storage systems like OneDrive, Box, Dropbox, Amazon S3, and more.

Titan Files

We know that file management takes up a lot of work time. That’s where the Titan Files app comes in to help.

Employees across your organization can engage in advanced file actions to create, view, and modify Titan Flows in Salesforce. Titan Files also gives you the option to choose where you would like to archive your files. If you are not interested in storing your files in Salesforce, you can select another external file storage app, like Google Drive, One Drive, Box, and more.

Conclusion

Salesforce is the best solution for marketing, sales, and customer service initiatives. But if you need custom, out-of-the-box solutions for your web projects, we recommend integrating the platform with Titan. With their range of no-code applications, you can streamline any business process with one platform. Let’s also not forget that you can get Titan to integrate with Salesforce in just 3 simple steps. Good luck!