A Single, 360 Shared View of Every Customer
Welcome to Salesforce Customer 360, One Integrated CRM Platform for uniting Marketing, Sales, Commerce, Service, and I.T. Departments.
Leading Through Change
Watch stories filled with thought leadership, inspiration, and insights from business leaders and our greater community.
What is Salesforce integration?
Salesforce integration solutions provide you with an extensive org capacity and turn the platform use into an uninterrupted and complete experience. Good news, that the most popular tools are already ready to set up and go without additional coding.
What is Slack in Salesforce?
Salesforce’s newly acquired collaboration solution Slack allows you to connect with the people and tools you work on a daily basis, to communicate in real-time between Slack and Salesforce Chatter, increase team productivity and collaboration, and to improve searches across platforms.
What is Jira software?
Jira is one of the top project management and issue-tracking tools for IT service managers and software developers. With the help of this platform, your team can monitor the progress of a project and have cases to troubleshoot at their fingertips.
How to ensure that integrated tool displays accurate and up-to-date information?
To ensure that your integrated tool will display accurate and up-to-date information, you need to keep your data clean, deduplicated, and constantly updated in your Salesforce CRM. Define who and how often will error-prove your system data.
What to do before launching an integration project?
Before launching an integration project you need to evaluate carefully your current system limits, weak points, and areas for improvement. To do it, you may engage with a Salesforce consulting partner that will perform your Org health check and determine how ready it is for any type of integration.
Can you connect Pendo to Salesforce?
You can connect Pendo with Salesforce via a point-and-click integration and start leveraging unified data for creating workflows, generating tasks, sending notifications, and reporting. More details on Pendo Salesforce integration you may find in this overview.
Can sales reps import contacts from Salesforce?
Your sales reps can automatically import from Sales Navigator any accounts, contacts, and lead records, log InMail Messages and notes in Salesforce as well as have better visibility of your Leads and Contacts due to CRM widget with LinkedIn profile info.
A Single, 360 Shared View of Every Customer
Welcome to Salesforce Customer 360, One Integrated CRM Platform for uniting Marketing, Sales, Commerce, Service, and I.T. Departments.
Leading Through Change
Watch stories filled with thought leadership, inspiration, and insights from business leaders and our greater community.
Hubspot FREE CRM
Even though Hubspot CRM is free, it has all the features needed by small to medium sales teams.
AmoCRM
I know that might sound a bit unexpected and probably you’ve never heard that name yet… but AmoCRM is the rising star of cloud CRM systems. It is a user-friendly solution with excellent design, it integrates with all major email providers (inc.
Pipedrive
Pipedrive is inexpensive (comparing to Salesforce) easy to use solution with good API. It’s key feature is Kanban representation of the pipeline which a few years ago was a differentiator.
Airtable
Airtable is not CRM in a traditional way - it doesn’t offer lead and opportunity management the way you do in other systems.
Salesforce Sales Cloud (Professional or Enterprise)
Being the leading CRM Salesforce offers excellent platform to manage sales teams of any size.
Conclusion
If you have capabilities of doubling your CRM budget and sign up for Salesforce Enterprise - go for it. Sales Cloud Enterprise edition is an amazing solution that will grow with your business. We have experience of managing Salesforce Sales Cloud and SalesforceIQ and we will be happy to help you with your migration.
What is SalesforceIQ?
SalesforceIQ is ideal for everyone including individuals, small and big organizations. It helps its users working on several projects that fabricate a large amount of information and requires an even greater amount of decision-making to successfully supervise them all.
What are SalesforceIQ customers?
SalesforceIQ has big names as their customers like Box, Asana, and T3 Advisors. This list also includes News Corp, Binc, GrowthPoint, and InstartLogic along with Knewton, KPCB, MindSumo, Rallyware, Sookasa and StyleSeek.
Everything Starts with Your Email Account
Lists, List and More Lists
- SalesforceIQ maintains data and your professional relationships in the form of Contact-based and Account-based Lists. So understand one thing, all the data in SalesforceIQ is either Contact based or Account based, be it Leads, be it Opportunities, be it Prospects, after all its your Contacts and Accounts only that will become one of these. That sai...
Capture Everything
- On the list you will see a small chat like icon, when you click on this icon you land on the Stream view of the list you are viewing. This is the page that I just absolutely loved, this is where the action is. This is the page that will show you all the emails that has gone back and forth between you and a particular contact. No, not just since you started using SalesforceIQ but since you star…
Reports and Insights
- I’m one of those who believe to squeeze out the last juice out of your data, every detail, every insight. SalesforceIQ shows you the insights that will help you and your team sell smarter than ever. Reports are of three types: 1. Activity— View insights based on all outbound activities(emails, calls, meetings, tasks). These kind of reports give you deep insight into the per…
The Task at Hand
- Let us come to the Home Screen now and you will find The Task Master……..no literally SalesforceIQ calls this page the task master and I say its pretty apt. This screen gathers your meetings, tasks, and deal activity all in one place. Tasks are the reminders that remind you of that important meeting with that crucial client. As you continue on using SalesforceIQ and it gathers …
The Chrome Extension
- I just love this thing, nowadays any application I use, I have a Chrome extension for it as well. SalesforceIQ imports all your email account data and segregates it intelligently, but if you are like me and don’t want to go away from your Inbox then this is for you. This extension seamlessly puts a sidebar in your email account’s interface. I’ve only checked this out for Chrome as of now. It wi…
SalesforceIQ on The Go
- There is a mobile app as well for both Android and iPhone. With the mobile application you can do almost everything that you can do in the Desktop application. Plus you will be able log phone calls and save their phone numbers as well. This gives you even more data and information you churn your reports on and make smarter decisions. After all its all about making you a smart salesman.