Salesforce Connector
This tool has been designed to integrate smoothly with Salesforce, to provide real-time access to crucial customer data.
The Salesforce Connector also automates the invitation sending process, saving time and ensuring that no potential lead is missed.
Real-Time Access to Crucial Customer Data
With real-time access to crucial customer data, the connector pulls relevant information from Salesforce, such as leads, accounts, opportunities, and contacts enabling institutions to have a comprehensive understanding of their customers’ needs, behavior, and patterns.
Automatic Invitations
The Salesforce Connector goes a step beyond just providing access to data by also enabling automatic invitations to leads for data sharing. Utilizing smart algorithms and triggers set within Salesforce, the connector identifies potential leads based on pre-defined criteria such as lead stage, opportunity stage, or changes in account status.
Once a lead is identified, the Salesforce Connector automatically sends out an invitation to these leads, asking them to share additional data. This could include financial statements, tax documents, or application forms, depending on the data required by the institution.
By automating this process, the Salesforce Connector not only saves time but also ensures that no potential lead is missed. It reduces the manual effort involved in identifying leads and requesting data, allowing relationship managers to focus on higher-value tasks like building customer relationships and strategizing sales efforts.
Please visit our Salesforce Connector documentation for tutorials and more details.