Intégration de Salesforce prête à l'emploi avec InEvent

Flux de travail:

Salesforce allows you to automate project management with a variety of possible actions, such as field updates, email submissions, tasks and records creation, along with creating publications on Chatter, Salesforce's social network.

Rapports:

You can get custom reports from the simplest to the most complex. Salesforce provides a wealth of information and options in the analytics panel.

Accès:

You can access Salesforce on any device, including smartphones. It has an app for iphone, which provides access to contacts, leads and tasks.

Gestion des contacts:

You can have a complete view of your customers, with information such as activity history, important contacts, and internal discussions related to each account. You can engage in customer targeting, and with a Salesforce Professional license, you can have private accounts and contacts.

Gestion des leads:

Salesforce enables leads to be tracked from the first contact to the deals closure. It is also possible to integrate them with SEO strategies and Google Adwords campaigns to analyze where the most qualified leads come from.

Marketing:

In the platform, one can manage all email marketing campaigns and know the results of each one. With Pardot Marketing Automation the sales and marketing teams can work together on leads qualification.

Médias sociaux:

Social Media Marketing enables users to analyze, publish and engage with the target audience.

Ventes:

Tracking the sales pipeline becomes simpler with Salesforce. In addition, you can analyze and understand the interaction of potential customers and connect them to the sales team quickly through personalized marketing campaigns.

Service Clientèle:

Reaching customers is simpler with the customer support integration using apps or websites.

Chatter:

The free corporate social media for Salesforce users. There, it is possible to form groups, share documents and integrate platforms with other social media. Chatter is also accessible via mobile, it allows the team to share ideas and opinions, fostering collaboration. You can, for example, receive updates on the progress of any document — pdf, .ppt or .doc — and track the life cycle of a customer request or a sale.

Règles de validation:

Pour vous assurer que la génération de rapports ne contiendra pas de données incorrectes, vous pouvez déterminer si les données saisies sur la plate-forme sont valides ou non. Un exemple est quand une nouvelle opportunité se présente et son origine spécifique nécessite une validation. Il est alors possible de créer un déterminant à réaliser. Par conséquent, l’alerte ne sera déclenchée que lorsque l’occasion aura son origine préétabye

Sécurité:

Salesforce’s security model covers features such as profiles, roles, setting permissions, sharing settings and more. All these security possibilities that Salesforce offers is of great value for data maintenance, especially in the wake of the General Data Protection Regulation (GDPR).