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Streamline Your Workflow with Unified Data from Salesforce and Smartsheet Integration for Better Decisions
Connect Salesforce and Smartsheet to Improvado in several 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 streamline sales, service, and marketing operations. It offers tools like Sales Cloud for pipeline management, Service Cloud for customer support automation, and Marketing Cloud for campaign orchestration. Notably, 64% of marketers lack tools to measure true ROI, a gap Salesforce addresses through its advanced analytics and customizable dashboards that provide real-time insights on campaign performance and customer engagement.
Beyond CRM capabilities, Salesforce supports integration with platforms like Improvado, which consolidates marketing data from multiple sources. This integration reduces routine tasks by 60%, freeing teams to focus on strategy rather than manual data entry. By combining Salesforce’s robust data management with Improvado’s automation, businesses gain a comprehensive view of marketing effectiveness and operational efficiency.
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Smartsheet is a cloud-based platform designed for work management and automation, enabling teams to streamline collaboration and improve project visibility. Its flexible interface supports task tracking, resource allocation, and real-time reporting, helping businesses increase efficiency and meet deadlines consistently.
By integrating with Improvado, Smartsheet handles unlimited data volumes with sub-second loading times, ensuring quick access to critical insights. This combination allows decision-makers to act swiftly on up-to-date information, driving better outcomes across complex workflows.
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The Salesforce + Smartsheet dashboard integrates CRM data with project management tools, providing a clear overview of sales pipelines alongside task progress. This combined view simplifies monitoring and decision-making for teams. It cuts audit prep time by 60%, thanks to automated data syncing and organized reporting. Users can customize widgets to track KPIs relevant to both sales and operations, improving efficiency.
The integration connects Salesforce’s CRM data with Smartsheet’s project management tools, allowing automatic updates and task tracking. Improvado facilitates this by streamlining data flow between both platforms without manual input.
Users gain real-time visibility into sales pipelines and project progress, enhancing team collaboration and decision-making. Improvado enhances these benefits by ensuring consistent, accurate data synchronization.
Setup involves connecting both accounts and configuring data fields to sync. Improvado simplifies this process by offering pre-built connectors and customizable workflows to fit your business needs.
Yes, you can select specific objects and fields to sync, ensuring only relevant data is transferred. Improvado provides flexible options to tailor data integration according to your requirements.
Real-time syncing depends on your setup, but Improvado supports frequent data refreshes to keep Salesforce and Smartsheet aligned as closely as possible.
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