Destination

Salesforce (Sandbox)

Push enriched data from your warehouse into Salesforce CRM for your teams to act upon it

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Push lead info from your warehouse into Salesforce CRM to enable executives to go after the right accounts

Push product data to enable account managers to know what actions are being taken in the app

Reduce churn by syncing health scores and churn events to Salesforce CRM for account managers to track

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Sales use cases

Enhance the selling experience and improve your sales team's performance by providing an up-to-date picture of prospects and leads. With a comprehensive understanding of their leads, your sales team can tailor their approach and messaging to better match the needs and preferences of each individual prospect. In turn, your prospects will appreciate the more relevant outreach and engagement.

CRM use cases

By maintaining an up-to-date, 360-degree view of prospect and customer data, you can provide your customer-facing teams with the necessary context they need before engaging with customers. This context includes crucial information such as customer history, preferences, and other relevant data. By having the most current information at their disposal, your team can create personalized experiences for your customers, resulting in increased engagement and a higher likelihood of conversions.

Customer success use cases

Customer retention is a crucial aspect of building a successful business. It involves keeping customers engaged and loyal to your brand over time. One effective method for achieving this is to gain a deep understanding of your customers' product adoption, engagement, and usage, and to ensure that your customer success teams have access to this data. With up-to-date information at their disposal, your team can increase engagement, customer satisfaction, and ultimately foster long-term loyalty.

Read our Salesforce (Sandbox) documentation