Salesforce

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(Integration Overview)

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Salesforce by Invise - Integration Overview

HubSpot Integration with Salesforce

Salesforce is one of the most well-used systems out there - and that’s for a reason! If you work in enterprise businesses and have a need for complex sales solutions Salesforce is usually the CRM of choice. However, what Salesforce lacks in marketing, intuitiveness and easy to consume reports HubSpot steps in. Even if HubSpot is a fully compatible CRM platform for almost all businesses we know that moving a 100+ sales rep department into a new system can be a daunting task.

The big problem with using a separate system for sales vs marketing vs customer support is that you will lose track of the complete customer journey and you will also struggle to report on your attribution and ROI for different sourced leads. We’ve got you covered. By using our long experience setting up the HubSpot and Salesforce built-in integration we make sure you’re taking advantage of the two worlds and make sure the data doesn't interfere with each other.

It’s easy to set up the built-in HubSpot/Salesforce integration. It’s also easy to accidentally delete all your Salesforce opportunities by the click of a button if you’re not 100% sure of what you're doing. We know.

Integration Features

The best of two worlds

Salesforce is a substantial CRM system - no need to argue. But HubSpot would crush the marketing features and need for 360 view in no time. By connecting these systems each department can continue working in their natural habitat - with the benefit of sharing business critical information that will help you invest your money wisely and close more deals in the end.

Only sync contacts and companies that are relevant for each team

One of the biggest concerns connecting Salesforce to another system is the fear of cluttered data and loss of structure in the sales reps environment. Invise will help you set up the system according to your needs. For example; a lead that is not qualified may not enter Salesforce until it is. And a paying customer may not receive an offer to non-paying customers. This integration will help you decide on who owns what.

Connecting the gap between marketing and sales

Let’s face it. Marketing needs insights from sales to understand if the leads provided actually ended up as a closed deal or not. And sales rep can gain traction by knowing the context and interests of the lead before making that first call. This integration will give you insights for better business - for both marketing and sales.

Do it right with a Top Tiered Partner

As mentioned, the built-in integration is easy to connect. But the real work comes down to the logic and mapping features of the integration. Let a professional handle this based on your needs and sleep well at night knowing no data is overwritten or lost.

Ready? Let's do it!

We'll help you define, quote and implement the integration you want - even if it's not listed here!

What we need from you in order to provide the best possible follow-up is that you try to answer these questions as best you can:

Which systems do you want to integrate?
Which use cases should be supported?
What are must-haves and what are nice-to-haves?
How much data flow are we talking about approximately?
Does the synchronization have to be in real time or is a daily update sufficient?
Do you want us to take responsibility for the entire work, or do you want us as a senior advisor?
Do you have an existing integration platform or is there something else we should know about?

If you don't know the answer to one or more of the questions above, no problem - we will help you develop a good requirement specification!