May 30, 2025 • 3 min
Strategic CX Integrations That Actually Work with Salesforce
Host & CX Practitioner
May 30, 2025
You connected your CX platform to Salesforce. Great. But now what?
If your support team is still juggling tabs, workflows are breaking under pressure, and the integration you paid six figures for is slowing everything down, you're not alone. The highest-performing companies are moving beyond basic API hookups. They're designing integrations around customer outcomes, starting with what actually drives value.
In this video, we unpack five key practices behind integrations that deliver real ROI. These are the patterns we keep seeing in the top 5% of enterprise setups.
What You’ll Learn
Why syncing less data can actually improve speed and clarity
How to design sync tiers (real-time, near-time, batch) to cut costs
Why your workflows should drive your integration
How to build smart fail-safes for when your sync inevitably breaks
What futureproof architecture looks like in a world of constant platform updates
This isn’t about tech for tech’s sake. It’s about building CX architecture that adapts, scales, and delivers actual business results without burning out your teams or your budget.