Sync Close.com and Salesforce with Improvado through our simple setup.
Improvado normalizes raw data and channels it in your visualization platform
Get fresh and highly granular insights on your marketing efforts from custom dashboards
Close.com is a CRM and sales engagement platform tailored for inside sales teams aiming to enhance deal closure rates. It offers built-in calling, email automation, and pipeline management tools that streamline communication workflows. Notably, Close.com integrates call recording and real-time analytics, allowing reps to optimize their outreach strategies based on detailed performance metrics.
In an environment where enterprises average 120+ martech tools, Close.com stands out by consolidating multiple sales functions into a single interface. Its integration with Improvado further reduces routine tasks by 60%, automating data aggregation and reporting. This synergy enables sales teams to focus more on strategy and less on manual data handling, improving overall operational efficiency.
Salesforce is a cloud-based customer relationship management (CRM) platform designed to help organizations streamline sales, service, and marketing operations. By centralizing customer data, it enables businesses to enhance client interactions and boost productivity across teams.
Companies using Salesforce report improved forecasting accuracy and faster deal closures, contributing to revenue growth. Integrating with Improvado eliminates 99% of discrepancies, ensuring data consistency and reliable insights for smarter decision-making.
Integrate Close.com with Salesforce to create a unified dashboard that consolidates sales and marketing data in one place. This setup offers clear visibility into campaign performance and lead management, helping teams stay aligned. Users benefit from 40-65% lower marketing analytics costs by reducing redundant tools and manual reporting.
The integration syncs contact, lead, and activity data between Close.com and Salesforce, enabling sales teams to maintain updated records without manual entry. Tools like Improvado can streamline this process by automating data aggregation and ensuring accuracy across platforms.
This integration improves sales efficiency by providing a unified view of customer interactions and sales pipelines. Additionally, it reduces data discrepancies and enhances reporting, especially when combined with Improvado’s data normalization capabilities.
Setup involves connecting API credentials from both platforms within the integration settings and mapping data fields accordingly. For complex data flows or custom reporting, Improvado can assist by connecting multiple data sources efficiently.
Data synchronization typically occurs in near real-time or scheduled intervals, updating leads, contacts, and activities. Improvado enhances this by offering flexible synchronization options and consolidating data for better analytics.
Yes, Improvado can optimize the integration by aggregating data from both platforms