Salesforce
- 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.
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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.
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.
