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Streamline your workflow with unified data between monday.com and Salesforce for better decisions.
Bridge monday.com 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
monday.com is a cloud-based work operating system designed to help teams manage projects, workflows, and data integration through customizable boards and automation. It offers timeline views, workload tracking, and real-time collaboration tools that improve transparency across departments. Notably, 89% of marketers say inconsistent data causes misalignment, a challenge monday.com addresses with centralized dashboards that aggregate data from multiple sources to maintain accuracy.
The platform supports numerous integrations, including Improvado, which streamlines marketing data collection and reduces routine tasks by 60%. By automating data imports and providing visual analytics, monday.com enables teams to focus on decision-making rather than manual updates, enhancing operational efficiency and cross-team coordination. This technical flexibility makes it suitable for complex project environments requiring precise data management.
Salesforce is a cloud-based customer relationship management (CRM) platform designed to help organizations streamline sales, service, and marketing processes. It centralizes customer data, enabling better decision-making and improving team collaboration across departments.
Businesses gain enhanced customer insights and automate routine tasks, which boosts productivity and revenue growth. When integrated with Improvado, Salesforce handles unlimited data volumes with sub-second loading times, ensuring fast, reliable access to critical analytics.
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Integrating monday.com with Salesforce creates a comprehensive dashboard that centralizes your sales and project data in one place. This integration cuts audit prep time by 60%, allowing teams to focus on actionable insights rather than data gathering. The dashboard offers real-time updates, customizable widgets, and detailed reporting tools designed to improve workflow visibility and decision-making efficiency.
The integration connects monday.com’s project management tools with Salesforce’s CRM, enabling automatic syncing of leads, contacts, and deals to streamline workflows across platforms.
This integration improves team collaboration by centralizing customer data and project updates, reduces manual data entry, and provides better visibility into sales pipelines and project progress.
Setup involves connecting your Salesforce account within monday.com’s integration center, mapping relevant fields, and configuring triggers and actions to sync data as needed.
Data synchronization can be configured to run automatically in real-time or at scheduled intervals, ensuring your teams have up-to-date information across both platforms.
Yes, Improvado can aggregate and normalize data from both monday.com and Salesforce, providing advanced analytics and reporting to help businesses make data-driven decisions.
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