Salesforce

Manage your inbound partner pipeline and capture leads with the Salesforce integration.

Description

The Salesforce integration for Partner Fleet powers your partner acquisition process and allows you to send leads generated from your marketplace into Salesforce so your teams can take action through their normal day-to-day processes.

How it Works

Salesforce customers who have the integrations package with Partner Fleet will:

Set up Calls-To-Action and Applications
Set up Lead Forms
Enable object creation and map fields with Partner Fleet team
Work your leads and partner pipeline from your CRM!

Integration Diagrams

Data

Lead forms

Application forms

Users

Data

Salesforce Leads

Salesforce Accounts

Salesforce Contacts

Features

Connect the dots between marketing and sales.

Use the Marketing Cloud app to send targeted, personalized messages to prospects, right where they are most likely to engage with them. When customers click on your ad or website, an automated message is sent to sales, notifying the team of a new lead.

Share more information to close more deals.

Sales Cloud lets everyone on the sales team see and share all the pertinent customer information, giving reps everything they need to close a deal. AI-driven prompts let you know when it’s the best time to take a specific action to drive a deal forward.

Make service the secret to your success.

Because your support team can see all your customers’ information, team members can better deliver those essential surprise-and-delight moments. And big issues get resolved faster with cross-company case swarming.

Let the data tell you where to focus.

Tableau analytics sends an automated notice when a significant or atypical trend or a new service issue is detected. Easy-to-use dashboards make it simple for anyone to dig into the data to learn more and instantly take action.