Intercom + Salesforce in Large Installations

During this insightful video, Belinda Burger (CRM Manager) and Matthew Brandt (Data Enablement and Storytelling) walk through their experiences with Intercom and Salesforce in relation to Integrate.io. They discussed their previous legacy system infrastructure and what they wanted to change based on their biggest pain points. Based on their project goals, they made key changes, especially in terms of integrating all relevant data about a company/user/subscriptions into Salesforce.

They discussed how they used Integrate.io to extract and load all of their data from Zuora, Salesforce, Intercom, bexio, and Heap to two different places, a staging area (within Amazon S3) and a data warehouse (in Amazon Redshift). That information was then taken by Integrate.io and transported to Salesforce, as well as Intercom.

Uncovering the benefits of Integrate.io over self-made data engineering, bexio was most concerned with time-to-market, which is why they went with Integrate.io. Secondly, pricing was a major consideration, as Integrate.io offers a pay-per-use-model. After highlighting some of the major changes to their infrastructure, as well as their greatest project takeaways, Belinda discussed their current milestones, as well as their future goals for 2020.

This talk is particularly useful for those who are looking to address key pain points in order to enhance efficiency, productivity, and data generation. You will find this especially useful if you are in need of end-system configuration in relation to Salesforce, Intercom, and Zendesk. Keep this talk on hand if you are creating a detailed project plan that requires technical integrations, as well as when you need to set up a data warehouse and load various sources of information to it.