Salespanel automatically connects your marketing with Salesforce CRM and update records in real-time with customer information. Use visitor intelligence to qualify and engage visitors in real-time with highly targeted content.
Salesforce is the world's #1 CRM platform. It helps different departments of your business work under one integrated CRM platform. Salespanel automatically connects your marketing with Salesforce CRM and updates records in real-time with customer information.
Preview of Salesforce Integration Settings
To get started with Salesforce integration, log in to your Salespanel and Salesforce accounts. From the Salesforce Integration, page, Install the Salespanel package on your Production Environment by following on-screen instructions.
Tip: You can use the sandbox environment to set up and test the integration before installing it in the production environment.
Once installed in your production environment, you can control how the integration sends and receives information from Salesforce. Go to Sync settings to configure your workflow.
Preview of Sync Settings for Salesforce Integration
Salesforce page layout from the Setup > Object Explorer
ADvendio is an advertising management SAAS company who help publishers buy and sell ads through their platform on Salesforce. ADvendio uses Salespanel to boost sales productivity and close more deals.Read story
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Salespanel is the perfect tool for smaller marketing organizations that don’t have internal resources to build up their own data warehouse.
It’s also vital for understanding what’s happening before someone becomes a lead when they talk to your sales team or even outside your CRM system.