Customer relationship management platform

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.

With RudderStack you can:

  • Update your customer data in Salesforce in real-time, and get a 360-degree view of your customers
  • Avoid 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 in RudderStack, 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

Salesforce

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.

Salesforce specializes in:

  • 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
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Please follow our step-by-step guide to adding Salesforce as a destination in RudderStack.

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