Introducing Salesforce Native Integration – SalesHandy

by thebestworldevents.com 18 April 2024 · Sales

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Salesforce is the main CRM, serving to gross sales groups safe main offers throughout industries. However to actually unlock its potential, you need to discover its big selection of options.

Whereas Salesforce’s native options are nice, the true energy lies in its integrations. These add-ons enable customizing Salesforce to your wants for a easy, environment friendly workflow.

However, with so many choices, it’s laborious to know which workflows with which instruments will result in profitable workflows.

That’s the place the Saleshandy Salesforce integration is available in. We’ve designed it to create super-powerful workflows to turbocharge your gross sales course of inside Salesforce.

This weblog will talk about {powerful} workflows you possibly can create to spice up your gross sales processes with this integration.

Salesforce x Saleshandy: How Does Integration Simplify Your Gross sales Processes?

With the Salesforce integration inside Saleshandy, you possibly can handle leads and prospects effectively.

Now, while you create leads in Saleshandy, they routinely sync to your Salesforce CRM. So, it eliminates the necessity so that you can manually export and import knowledge between the 2 platforms.

Though integrating two instruments may appear a bit tedious process, integrating Saleshandy with Salesforce simplifies your processes within the following methods:

Easy Lead Administration: Simply create and replace leads immediately inside Salesforce from Saleshandy. When emails are opened or hyperlinks clicked, lead statuses are routinely up to date, decreasing guide effort and guaranteeing correct lead monitoring.

Straightforward Alternative Monitoring: With the combination, alternatives are routinely generated in Salesforce when hyperlinks are clicked. This simplifies changing leads into alternatives, guaranteeing that potential offers are swiftly recognized and managed.

Automated Information Sync: Get pleasure from the advantages of auto-syncing your knowledge between Salesforce and Saleshandy. This eliminates the necessity for switching platforms for guide knowledge entry and ensures that your lead info stays present and constant throughout platforms.

Actual-time Prospect Engagement: The mixing routinely logs prospect engagement actions from Saleshandy into Salesforce.

This gives your gross sales group with real-time insights into prospect interactions. These embody electronic mail opens, hyperlink clicks, replies acquired, consequence adjustments, unsubscribes, and bounced emails. It helps them tailor their strategy accordingly and prioritize leads successfully

Easy Workflows: By leveraging Saleshandy automation inside Salesforce, you possibly can streamline workflows and optimize deal administration processes. This permits your group to interact, arrange, and shut offers quicker, enhancing total effectivity and productiveness.

Now let’s see how one can join Saleshandy with Salesforce.

Tips on how to Create Workflows For Gross sales Success

Making a workflow is sort of simple with Saleshandy X Salesforce native integration. Comply with these steps to create a gross sales workflow:

Step 1: Log in to Saleshandy and create your electronic mail sequence. Add results in your sequence. It’s also possible to discover your preferrred clients inside Saleshandy Lead Finder.

Write a duplicate of your electronic mail or select from our template library.

Step 2: Go to “Integrations” in Saleshandy and select Salesforce integration. Click on on“Join Now” to attach your CRM to Saleshandy.

Step 3: When you’re logged in, go inside Area Mapping in Saleshandy, and sync the kind of fields you need to map between the 2 apps. The fields may very well be leads, contacts, or accounts.

It may very well be something like this:

Step 4: After you have mapped the fields, go to set off and exercise, set which motion you need inside Salesforce for a specific set off in Saleshandy, and save.