Salesforce Integration

Roadblocks in the Sales Cycle

Revenue generation depends on close collaboration between your finance and sales teams. For example, sales teams need up-to-date pricing information to generate quotes, and finance teams need to know when a sale is made to begin billing. However, many businesses handle these key interactions through manual processes (such as sending emails back-and-forth and keying in spreadsheets) that are inefficient and rife with errors. The result? Bureaucratic bottlenecks, longer sales cycles, and lost opportunities. Disjointed processes ultimately serve as a roadblock to scaling your business.

Smoothing out processes for a faster close

Integrating your lead-to-cash process with Salesforce connectors automates this data exchange, so each team can receive immediate updates without any additional inputs or contingencies. Removing resource-intensive, error-prone manual processes maximizes the return on each transaction, leaving you to reap the benefits from larger deal sizes, shorter sales cycles, and higher customer retention. Automating the data exchange with Salesforce connections to the rest of your applications keeps the momentum going for your growing business.

Missing out on the activities of your leads

Do you have full visibility into your leads?

While Salesforce is a powerful tool to track your leads, it doesn’t capture every activity they engage in. Data such as product usage and website analytics can help you better understand your leads, but are often siloed into disparate applications. Without a unified view between Salesforce and your other systems, it can be difficult to tell how engaged your leads really are.

Better data, better qualifications

Salesforce integrations with marketing automation, web tools, and other systems gives you complete visibility into your leads across the board. Deducing key insights about your leads with this data enables you to customize your sales strategy around their activity. Building strong relationships (and consequently, the growth of your business) depends on visibility across the board.

The problem with trapped data

Data powers everything we do – it’s impossible to make critical decisions without it. However, it can be difficult to gain deep insights about how to target prospects and accounts from just the reporting capabilities native to Salesforce.

Unlocking even more value from Salesforce for BI

With Salesforce integrations, you can automatically import data into your BI tools of choice to unlock holistic insights about sales trends. Examining data from Salesforce with the full power of your analytical resources can help you make even better decisions about where to focus your next campaign. Expand your analytical potential and unlock further value from your applications with Salesforce data integrations.