Link Salesforce and Salesloft data to Improvado with just a few clicks.
Improvado normalizes raw data and channels it in your visualization platform
Get fresh and highly granular insights on your marketing efforts from custom dashboards
Salesforce is a cloud-based customer relationship management (CRM) platform designed to help organizations manage sales, customer service, marketing automation, and analytics within a unified interface. Its robust features include customizable dashboards, real-time data updates, and AI-driven insights through Einstein Analytics. Given that analytics teams spend 60-80% of their time on data preparation, Salesforce streamlines workflows by integrating disparate data sources, reducing manual data cleansing efforts and improving accuracy.
One notable enhancement is the integration with Improvado, which accelerates data aggregation from multiple marketing channels directly into Salesforce. This connection enables analytics teams to achieve 5× faster time-to-insight, allowing quicker decision-making and resource allocation. By automating complex data pipelines, organizations can focus on interpreting results rather than wrangling data, ultimately increasing operational efficiency and driving more informed business strategies.
Salesloft is a sales engagement platform designed to help sales teams automate and streamline their outreach efforts. By organizing workflows and tracking interactions, it enables reps to focus on meaningful conversations that drive revenue growth. Teams benefit from improved efficiency and better visibility into customer engagements, leading to higher conversion rates and shorter sales cycles.
Integrating with Improvado, Salesloft handles unlimited data volumes with sub-second loading times, ensuring fast and reliable access to analytics. This combination empowers businesses to make data-driven decisions without delays, enhancing overall sales performance and reporting accuracy.
The Salesforce + Salesloft dashboard offers a clear view of your sales pipeline and outreach activities in one place. It cuts audit prep time by 60%, allowing teams to focus on selling rather than data gathering. Customizable widgets display call logs, email sequences, and lead status updates in real time. Automated tracking highlights engagement trends and flags stalled deals, helping sales managers prioritize follow-ups efficiently.
This integration connects Salesforce’s CRM data with Salesloft’s sales engagement tools, enabling automatic syncing of contacts, accounts, and opportunities to streamline outreach efforts.
By integrating both platforms, sales teams gain better visibility into customer interactions, reduce manual data entry, and accelerate pipeline management for improved revenue outcomes.
Setup typically involves connecting APIs through both platforms’ integration settings, mapping fields, and configuring sync rules; Improvado can assist by automating and customizing data flows to fit specific business needs.
Users can choose one-way or two-way sync for contacts, leads, and activities, ensuring information stays consistent across platforms; Improvado enhances this by offering advanced data transformation and real-time updates.
Yes, Improvado simplifies data aggregation from Salesforce and Salesloft, delivering centralized dashboards and automated reporting to help sales teams make data-driven decisions faster.