Webinar
September 21, 2023
Make customer success a key growth engine
Learn from leading enterprises how to transform your customer success team into a data-driven growth machine.
- Contact management system provides access to critical data on customers including marketing and sales interaction history.
- Opportunity management system provides insights into sales activity to help companies accurately forecast revenue.
- Lead management system provides visibility into a lead’s brand interactions to facilitate an understanding of the journey they take to become an opportunity.
- Reports give visibility into sales team performance, so you can inspect, analyze and optimize performance at a team and an individual level.
Salesforce is a customer relationship management platform that provides companies with an interface for recording customer data, sales activity and task management, and a system for automatically routing and escalating important events. Salesforce Sales Cloud enables businesses to manage sales leads, track progress, and automate sales processes.
Salesforce helps users track leads and opportunities throughout the sales funnel so companies can accurately track and predict new business revenue.
Do you want to take Salesforce to the next level? Do you want to really understand and be able to act on Customer Health? When you use Totango, you are able to get more out of Salesforce because you can pull in all of your data in combination with other key customer metrics (from other data platforms) to gain a more holistic understanding of your customer. You are not only able to see what is going on, you are able to take action immediately and within the same platform. No more jumping between platforms to engage with customers.
With this integration, you can:
- Sync data attributes into Totango Accounts directly from their corresponding records in your CRM.
- Write back to Salesforce from Totango in real-time, so that your sales team doesn’t miss important notifications.
- Sync custom objects so you can customize both Salesforce and Totango to report on the things that are unique to your business.
- Create customer dashboards that allow you to analyze your Salesforce data in combination with other data from sites like your support website (ex. Zendesk) or your data warehouse (ex. AWS3)
- Get real-time visibility into customer health so you can take action at the right time with the right messages to either secure or expand your customer relationship.
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