Integrations

Salesforce

Salesforce is the CRM of choice for many, which is why we offer extensive integrations and even customization.

Overview

Sync Emails to Salesforce

Sync Meetings to Salesforce

Leads or Contacts to Salesforce

Automatic Follow Up Reminders

Track Opportunity Stages

Prioritize the Best Deals

Custom Fields and Objects

“It’s critical that all customer communication is recorded.”

– Aileen Duffy,
Head of Outbound at Cognism

Sync Emails to Salesforce

Save hours of work every week with the email sync by FunnelFox. Unlike others, FunnelFox works fully in the cloud so there is no need to install software, extensions or plugins. Simply connect your email and Salesforce account and FunnelFox will start working for you. It will scan your conversations and save the relevant ones to the right place in the CRM. Connected to the right Lead, Contact, Opportunity, or even Custom Objects.

Sync Meetings to Salesforce

Syncing meetings works similar to syncing emails. As soon as customer meetings are in your calendar, FunnelFox will automatically sync them to Salesforce and match them to the relevant Lead or Contact by analysing the invitees on the calendar entry. Any changes made from thereon are automatically updated in the CRM as well. Should you want to sync from Salesforce to your calendar then this can be done through a simple switch in your settings.

Leads or Contacts to Salesforce

Ever had the feeling a deal slipped through the cracks? It probably has, and the most common cause for this is that contacts are missing in the CRM and therefore not reported on. This is why FunnelFox analyzes all email conversations and figures out if contacts are missing in Salesforce. When a new contact is added, we’ll even go back and sync any missed emails to make sure no communication goes missing ever again.

Automatic Follow Up Reminders

Following up is a core competence for top performing sales people. Still, most sales reps don’t do this enough and part of the problem is tracking. How do you know which of the emails you’ve sent did not get a response? With FunnelFox, you know. Our A.I. analyzes your conversations and tracks the ones where a customer has not responded. After a certain number of days, a task to follow up is created in Salesforce. Never miss a follow up again.

Track Opportunity Stages

In most organizations, the opportunity stage has to be manually updated by the sales rep. Inevitably this will lead to incorrect and inconsistent data. That’s why FunnelFox has introduced the automatic tracking of opportunity stages, based on the interactions with your customers. We’ll define your process together and come up with real measurable events for each of the deal stages. From now on, pipeline reporting and forecasting will be as accurate as a marketing funnel.

Custom Fields and Objects

Every company uses Salesforce differently and Custom Fields and Objects are often a part of this. FunnelFox can be adjusted to work with any of these custom elements. We can relate to the object or even create them for you. We’ll define your custom process and implement it exactly the way you want it. Usually at a much better price than your Salesforce Consultant would do it for. Click find out more to discuss the possibilities.

Prioritize the Best Deals

It’s hard to figure out which deals you should focus on and which ones you should let go, but FunnelFox can help. We pull in data from your website to see if you customer came back to look at certain pages or log in to your software. We present the most active deals first with a detailed log of what happened. We’ll even tell you if more than one person is visiting your website. Now you know exactly when to reach out to your customer and what angle to take in the conversation.

Salesforce

Salesforce is the industry standard for CRM systems. It’s the world’s number one with a market share of nearly 20%, powering sales operations for large and small businesses across the globe. It launched in early 2000, leading the way for apps that were wholly located online, with no need to install software on your computer. Salesforce also pioneered the service subscription model, commonplace in SaaS today.

Sales teams love Salesforce because it allows them to easily track and locate customer information throughout the sales process. Its flagship CRM solution, Sales Cloud, covers everything from the first contact to the final confirmation on the deal. Wherever you are in the sales process, salesforce tells reps, leaders and operations staff everything they need to know.

When selling, Salesforce ensures no important information goes missing. Whether it relates to what a potential customer has said, or what a rep has told them, Salesforce is there to record it all. Alerts from Salesforce can be set to make sure no potential business slips through the cracks.

After the deal, information from Salesforce allows sales teams to gain insights on their customers and improve the way they support them. Its analytics and customisable reporting functions help take the guesswork out of forecasting.

Because Salesforce is 100% cloud-based, sales teams can access information on a customer wherever there is an internet connection. Information on Salesforce updates in real time, allowing for fast transfer of intelligence between team members, essential when reps are collaborating on a deal. The Salesforce Mobile App, formerly known as Salesforce1, gives sales reps all the essential features of desktop Salesforce on their smartphones.

Another benefit of Salesforce is that it was designed to be simple to use. Even as new features are added, the fundamental layout of Salesforce has remained the same. Plus, in-built training courses can coach users if they get stuck.

Possibly the reason that Salesforce is the industry behemoth that it is, however, is the way it integrates with other applications. From its beginnings, Salesforce included an API, enabling sales teams to send information to it from other apps.

Today, most business apps offer Salesforce integration, enabling Salesforce to be the storage hub for all the data held by an organisation. Many organisations build their own custom apps, powered by the Salesforce platform, to serve their individual needs. A whole branch of software development has emerged to create apps for the Salesforce platform.

Salesforce has managed to stay ahead of the competition because it is constantly innovating, adding new features to assist sales teams in their mission. Today, Salesforce is a group of products, rather than solely a CRM. In fact, Salesforce isn’t even restricted to sales teams. It offers solutions for marketing teams (Marketing Cloud), customer service teams (Service Cloud) and more.

Whether your organisation is enterprise or micro-business level, or anywhere in-between, Salesforce is there to provide value. It saves time, boosts productivity and enables you to deliver better customer service. It’s no surprise that Salesforce is the world’s favourite CRM platform.