Demoflow + Salesforce: 2 Way Syncing to Keep Your Boss Happy
The team and I at Demoflow are excited to bring you a direct integration with Salesforce!
This means three things:
- Your Salesforce fields are right at your fingertips for every demo
- You don't have to go to Salesforce for documentation
- You can track events and tasks right from Demoflow
Always Have The Right Information
(Even During A Demo)
With the list of your Salesforce fields in your Private Meeting Dashboard, you'll have every piece of needed information right at your fingertips.
Whether you want to display your prospects pain points, the number of seats an account has or anything else, it's available at a glance!
Keep Your CRM Up To Date and Your Boss Happy
With real time updates, you'll be able to update your Salesforce documentation right out of Demoflow. And because you can customize your Salesforce fields, you only need to focus on the documentation that matters to you.
Additionally, you can track your demos in Salesforce as call or event activity, giving you back the time to focus on your next deal and spend more time with your prospects.
Using Demoflow's Salesforce Integration, customers have seen a 50% Increase in Data Hygiene with sales reps calls.
How the Integration Works
You'll connect Salesforce directly within Demoflow on the Settings Page:
Once that's done you'll be able to set your personal and organization wide fields. This ensure that your team is all documenting the right fields and ensuring data consistency.
In just 3 steps, you're able to guarantee your team is always using and recording the most up to date information!
If you're curious to learn more about how Demoflow can keep Salesforce (and your Team) in sync, reach out to Jarryd@demoflow.io