Customer relationship management platform

Salesforce Integration

Salesforce is the world’s best enterprise CRM platform. It unifies services across various verticals such as marketing, sales, analytics, IT, and customer service to drive customer engagement and give them the best possible experience.

What You Can Do with Salesforce

  • Efficient tracking of relevant customer information as well as interactions
  • Up-to-date customer information at all times, allowing for real-time decision-making
  • Personalized customer engagement and support
  • Seamless scalability, ideal for small and large businesses alike
  • Easy setup and management of your CRM applications and ERP systems

In order to set up Salesforce manually, you need to first configure all your data sources and transform the data into the right format. The setup also involves manual uploading of CSVs containing your Salesforce leads. For periodic updating, you may even need to set up a dedicated system that uploads these CSVs with the latest changes. In short, it is quite a hassle.

By integrating RudderStack with Salesforce, you can ensure all your leads and relevant information is fed into Salesforce in real-time, in the format that you expect.

Streamline Your Salesforce Data with RudderStack

With RudderStack, it is very easy to turn your customer event data across various platforms into actionable data inside Salesforce, without using any customized system or platform. By adding Salesforce as a destination in RudderStack, you can quickly identify leads from a variety of sources and feed them to your Salesforce CRM app in real time.

By Adding Salesforce Support for RudderStack, You Can:

  • Update your Salesforce data in real time, and get a 360-degree view of your customers
  • Optimize your business processes by avoiding repetitive and inefficient daily uploads of your data to keep the system updated
  • Get your leads from your website or mobile app into Salesforce securely, without having to use any API
  • Identify a potential lead inRudderStack, and send that information directly to Salesforce for lead creation
  • Eliminate the need for a dedicated ETL pipeline through quick, easy and secure integration with Salesforce
  • Enrich your leads with additional data, using third-party services like Clearbit before you send them to SalesForce
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So How Do You Integrate Salesforce with RudderStack?

It’s very easy! Use our step-by-step guide to set up Salesforce as a destination in RudderStack, and get started in no time at all.

FAQs

What is Salesforce?
Salesforce is a popular, world-renowned CRM (Customer Relationship Management) platform that allows you to efficiently manage your leads as well as customers. It is an all-inclusive tool that brings together all your departments, including sales, marketing and customer support and gives them a unified view of each and every customer. All the customer-related activities, including lead generation and status updating happens in real time, allowing you to get the most accurate picture of your leads and customers at any point in time. Salesforce also offers cutting-edge ERP, data integration and analytics features.
Is SalesForce just a CRM?
No, Salesforce is much more than just a CRM. Apart from giving you a 360-degree view of your customers and leads in real time, it also offers unique, interactive features to effectively engage with your customers, personalize your interactions with them and effectively grow your business.
Does Salesforce use SQL?
Salesforce is a world-renowned Software-as-a-Service (SaaS) platform. It uses its own SOQL (Salesforce Object Query Language), a language similar to SQL but applicable only for Salesforce-based data.
What is Customer Relationship Management (CRM)?
Customer Relationship Management is a widely-used and recognized term that encompasses every business’ most important objective – customer satisfaction and business growth. A highly effective and engaging customer relationship translates to a growing business and boost in revenue. CRM includes all aspects of this customer relationship, from sales and marketing to customer support. It involves identifying potential leads, and tracking and optimizing every aspect of their journey with a view to convert them into your customers. Even after the conversion is successful, CRM aims to offer extensive and valuable support at every stage of their product journey so that their retention can be maximized.
Salesforce is a global industry leader in CRM, who specialize in building and maintaining effective client relations.

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