VanillaSoft Unite for Salesforce

Salesforce

  • Delivers real-time, bi-directional updates
  • Reduces SFDC costs
  • Improves visibility into sales activity across all teams
  • Provides a better customer experience

When sales development reps (SDRs) engage leads using VanillaSoft, all updates are immediately transferred to Salesforce Leads, Contacts, Opportunities, and Accounts, helping to ensure immediate follow-up by account executives (AE) working in Salesforce. Likewise, when Salesforce users identify upsell opportunities, or if accounts are flagged for payment issues, the SDR team is notified immediately – improving customer experience through responsive, timely, and personal communications.

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