Salesforce is one of the world’s leading CRM platforms, giving your business a complete overview of customers, leads, and sales processes. By integrating Salesforce with IntraManager, you can take your data management to the next level by visualizing your key KPIs live and creating a more data driven work environment.
Once connected, you can track sales, customer service, marketing, and analytics through dashboards that update in real time. This means you can monitor pipeline development, analyze customer interactions, and ensure your team always works from the latest data.
↗
Customers, leads and sales
Salesforce centralizes all your customer data, and with IntraManager, you can make this data visual and actionable. Get quick overviews of:
With notifications, you can be alerted when a deal is closed or when customer satisfaction shifts significantly. Gamification can help motivate your sales team by highlighting top performers and encouraging healthy competition.
- Sales performance, Track pipeline progress, closed deals, and conversion rates
- Customer interactions, Visualize how your leads move through the customer journey
- Support activities, Monitor response times, customer satisfaction, and open cases from Service Cloud
↗
Views for every department
Salesforce offers a variety of modules that can be integrated with IntraManager, so you get exactly the insights that matter most to your business:
- Sales Cloud, Monitor leads, deals, and pipeline live in your dashboards
- Service Cloud, Track response times, support tickets, and customer feedback in real time
- Marketing Cloud, Analyze campaign performance and customer journeys
- Commerce, Follow trends in e commerce, buying behavior, and revenue
- Analytics, Turn complex data into actionable insights
↗
How to get started
It’s quick and easy to set up a Salesforce integration:
Need help with the setup? Contact our support team.
- Connect Salesforce and IntraManager via our user friendly setup
- Sync your customer data so it updates live on your dashboards
- Customize your views to monitor sales and service performance in real time
- Use gamification, notifications, and slideshows to engage your team and optimize workflows
