.png){kind=logo}
Experience unified data insights that streamline your sales process and enhance customer engagement effortlessly.
Bridge Drift and Salesforce data to Improvado in just a few steps.
Improvado normalizes raw data and channels it in your visualization platform
Get fresh and highly granular insights on your marketing efforts from custom dashboards
Drift is a conversational marketing and sales platform that utilizes AI-powered chatbots and live chat to engage website visitors in real time. Its targeted messaging and account-based marketing tools help teams identify and prioritize high-value leads efficiently. Given that marketing teams spend 20-40% of their time on reporting, Drift’s automated data capture and integration capabilities streamline lead tracking and campaign analysis.
Drift integrates seamlessly with platforms like Salesforce and Marketo, allowing data to flow smoothly between marketing and sales systems. When combined with Improvado, the integration reduces routine reporting tasks by 60%, consolidating data from multiple sources for more accurate, timely insights. This technical synergy significantly cuts down manual workflows, enabling teams to focus on strategic initiatives.
Salesforce is a cloud-based customer relationship management (CRM) platform designed to help organizations streamline sales, marketing, and customer service. By centralizing customer data, it improves team collaboration and accelerates decision-making, boosting overall business efficiency.
Its customizable tools enable businesses to tailor workflows and track performance in real time, enhancing customer engagement and revenue growth. Integrating Improvado with Salesforce reduces weekly reconciliation from 8 hours to 30 minutes, saving valuable time and resources.
.png)
.png)
The Drift + Salesforce dashboard offers a centralized view of your customer interactions and sales data. It integrates chat insights directly with CRM records, making it easier to track lead progress and campaign performance. Users benefit from 40-65% lower marketing analytics costs by consolidating data streams. The dashboard provides real-time reporting to monitor engagement trends, customizable widgets for tailored views, and seamless syncing between Drift conversations and Salesforce contacts.
Integrating Drift with Salesforce helps sales teams capture real-time chat leads directly into Salesforce, streamlining follow-ups and improving lead qualification. This integration, enhanced by tools like Improvado, also enables better data visualization and reporting.
To set up the integration, connect your Drift account to Salesforce via Drift's app settings, authorize permissions, and map chat activities to Salesforce fields. Using platforms like Improvado can simplify this process by automating data flows and syncing configurations.
The integration syncs chat conversations, lead details, and account information from Drift into Salesforce, ensuring sales reps have up-to-date context. Improvado can enhance this by consolidating data from multiple sources for comprehensive analytics.
Yes, you can customize which Drift chat attributes sync with Salesforce fields to match your sales process. Improvado’s platform further allows tailored data transformations to fit your reporting needs.
By automatically logging chat interactions and lead info into Salesforce,
.png){kind=logo}
.png){kind=logo}
.png){kind=logo}
.png)
%20(1).png){kind=logo}