Salesforce
Integrating Salesforce with Correlated allows teams to use the power of Correlated's customer lifecycle lead scoring platform to identify users and accounts that are ready to convert, expand, or are at risk of churn.
Integrating Salesforce with Correlated allows teams to use the power of Correlated's customer lifecycle lead scoring platform to identify users and accounts that are ready to convert, expand, or are at risk of churn.
As a source, Salesforce data can be used to provide Correlated with valuable information on all standard Salesforce objects such as Leads, Contacts and Accounts. This information is then analyzed and scored by Correlated, helping to identify which leads and accounts are most likely to convert or which are at risk of churn. The scores can be used to prioritize which contacts and accounts sales and SDR teams should prioritize, making it easier for teams to focus their efforts on the most promising opportunities.
As a destination, Correlated's lead scores can be integrated into Salesforce, allowing teams to view the scores directly within their CRM. This helps teams to quickly identify which leads and accounts are most likely to convert or are at risk of churn, without having to switch between different systems. Additionally, Correlated's lead scores can be used to update custom fields within Salesforce, giving teams even more granular information about their leads and accounts.
Overall, integrating Salesforce with Correlated allows teams to more effectively identify and prioritize leads and accounts, making it easier to increase conversions and reduce churn. The integration enables teams to use the data from Salesforce and leveraged the power of Correlated's lead scoring platform to make more informed decisions, ultimately leading to better results.
Use Cases
- Connect Salesforce to Correlated to ingest Contact and Account data and combine it with behavioral data like product usage, self-serve billing data and more.
- Map lead scores to custom fields on Contacts and Accounts to automatically prioritize the best leads for sales to target.
- Use Salesforce ownership rules to prioritize and route leads across SDRs, Sales, CS and more.
About
Salesforce
Salesforce Sales Cloud is a customer relationship management (CRM) platform designed to support sales, marketing and customer support in both business-to-business (B2B) and business-to-customer (B2C) contexts.
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