New Integration: Salesforce

New Integration: Salesforce

We said in our Sales Engagement certificate how important it is that a tool with the sales engagement proposal is integrated with other tools used in the sales process.

With this, our team of developers is constantly working to release more and more integrations with the most used tools on the market.

And the integration that I’m going to present to you now is chilling. We integrate with one of the biggest CRM’s in the market: Salesforce . Salesforce is a very complete CRM with great flexibility for high customization by its users.

It has a base of over 150,000 active customers worldwide . Salesforce has several modules with great functionality to help your customers manage their lead and customer base.

It’s no small thing, is it?

Because this integration will make life easier for the sales team 

Salesforce is a CRM with many features available and therefore has a very large degree of complexity. It’s great to have a complete tool like this, but training your team to learn all these features is challenging.

And when the salespeople on this team have to replicate data in two tools, then, it gets even more difficult.

That’s why salespeople usually find the task of updating CRM a bit bureaucratic, as it is not an activity that is directly focused on actual sales.

What manager who has never entered a CRM and saw that it was completely out of date with the sales being made on the team? The organization is one of the 5 biggest problems in B2B sales currently in Brazil.

Reev, however, allows for a real-time update of data. This is because to advance the lead in the sales process and use the best features of the tool, the salesperson needs to make these updates.

In addition, Reev’s goal is to make life easier for salespeople and managers, and especially to make salespeople like to interact with the tool because they see how much it facilitates their daily lives.

With regard to CRM, the salesperson often fails to organize it in order to carry out more sales-oriented actions, such as: writing an email, making a follow-up call, getting in touch via Linkedin, among others.

This can lead to increasingly outdated data in CRM.

That’s why this integration with Salesforce was launched to reduce this outage and avoid rework for the salesperson: when you mark the lead as Connected in Reev, contacts are automatically sent to Salesforce 🙂

This update allows the lead to stay up-to-date with all the information present in Reev: contact data, history and completed tasks for that contact.
With the BCC setup for the Salesforce email, the emails exchanged will also be saved in the tool.

This saves the salesperson from having to register the lead in both systems and allows this data to be updated in a simple way when he is Connected in Reev.

And the less work the salesperson has with your company’s CRM, the better! After all, what he wants least is to spend a lot of time filling in too much data in CRM and selling too little.

With the Reev + Salesforce integration, your team will be able to take advantage of the best of both tools:

  • Reev’s efficiency in engaging your salesperson to connect and advance your lead along the sales funnel and;
  • The complete metrics on your company’s sales area offered by Salesforce.

How to integrate

In Reev, go to the Settings > Integrations area.

Click Connect on the line for Salesforce:

You will be redirected to the Salesforce login page. Log in normally.

Then an Access Permission page will appear. Please read carefully and click Allow.

Once you’ve granted permission, you’ll be redirected back to the Reev Integrations page with Salesforce connected.

Ready! From that point on, every time a contact is Connected in Reev, the contact’s information, history and tasks will be replicated in Salesforce 🙂

As Salesforce works with the concept of queues, it is important to mention that when Connected, the lead goes to a queue in Salesforce. When joining this queue, any salesperson on the team registered in Salesforce can take the lead for their responsibility.

Below I will show an example.

Mark a lead as Connected:

Now, go to Salesforce and enter the Sales module:

Go to the Leads tab and check that the contact is already in Salesforce:

It can also be found on the Opportunities tab:

Go to the Tasks area to verify that completed tasks have also replicated to Salesforce:

Details of the completed task:

To get a contact that is in the Leads queue, go to the Leads tab, click on the desired lead and click on Change Owner:

Select the name of the owner you want to enter and click Submit:

The owner will be changed:

Now you can manage your leads in Salesforce *-*

Conclusion

With this integration, your sales team will find it easier to update information in Salesforce in a very simple way.

The rework of entering data in both tools will be avoided and the potential of both tools can be used to the full!