The Crucial Reasons for Pipeliner-Salesforce Integration
An exciting feature has just been created at Pipeliner, due for release in February: a seamless integration between Salesforce and Pipeliner CRM.
Why have we done this? Because often we encounter midsize and larger companies that have already taken the substantial time and resources to integrate Salesforce with all their systems. Then we come along, and they see Pipeliner CRM and the fact that, because of its totally visual nature, all the other important and unique features like buying center, org charts and more, salespeople take to it much more efficiently, and actually (for the first time) enjoy using a CRM. But because the company has already invested considerably in Salesforce, they aren’t willing to simply replace it. They are, therefore, denied the incredible benefit and value that Pipeliner CRM could bring to their sales team.
Beyond these factors, the company misses out on the superior productivity provided by the correct tool. We hear all the time that salespeople don’t like the Salesforce application,—it’s hard to use, it’s expensive to implement, and it requires a dedicated team or company. Reporting is cumbersome and very slow, and it is hard to quickly and easily find complex insights in all the necessary results to make insightful decisions.
Not for Every Purpose
Salesforce is used for a myriad of functions within a midsize or larger company. Pipeliner, on the other hand, is created solely to be the core CRM for sales, which it does exceptionally well, with functions such as leadLeadLead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. management, opportunity management, project management, accountAccountAccount refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. management, reporting, analyticsAnalyticsAnalytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance). and overall automation with AI. We don’t attempt to take on such functions as ticketing or marketingMarketingMarketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. automation—we provide integration with superior systems for these.
Integration is Seamless
Having substantially invested and having integrated Salesforce, a company now does not need to try and replace it with Pipeliner CRM. We can seamlessly integrate Pipeliner with Salesforce in one or two days, and salespeople can immediately begin experiencing the incredible sales benefits Pipeliner has to offer.
A company’s IT department, to bring Pipeliner on board, doesn’t have to become super-involved in ERP and legacy system integration where they’re already integrated with Salesforce. Pipeliner lays right on top of Salesforce, providing immediate benefits in visual management and ease of use. All dataDataData is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. for all leads, opportunities, and accounts is available right there.
Capabilities of Pipeliner-Salesforce Integration
Salesforce data is synchronized with Pipeliner. Accounts, contacts, opportunities, leads, notes and activities are synchronized directly from their corresponding records in Salesforce. Synchronization of data includes synchronization of customized fields so no information is missed through synchronization.
In real time, Pipeliner information is updated back to Salesforce so that the sales team misses no important notifications, and the team can operate with up-to-date data in Salesforce.
The Pipeliner-Salesforce integration offers unique filtering options. You can select the type of data to be synchronized between systems since you may not want to synchronize all deals, contacts, and accounts.
Synchronization of custom objects can be done, so that reporting in both Salesforce and Pipeliner can be customized. This allows you to report on unique business processes.
Real-time application of opportunity fitness, lead scoringLead ScoringLead Scoring is the process of assigning a relative value to each lead based on different criteria, with the aim of ranking leads in terms of engagement priority., account health, org chart and buying center features can be applied by Pipeliner to data coming from Salesforce.
In short, companies heavily invested in Salesforce can easily and economically take full advantage of Pipeliner CRM! Contact us immediately to find out how easy it will be for your company.