At Saleswhale, one of our core tenets is for the product to be anti-usage. It means the system should work in the background with minimal human input - it should pull in leads, engage them in two-way conversation & update your CRM automatically.
Most B2B software today, however, requires significant change in business processes and human behaviour.
Our goal is to aspire towards automation, where inter-dependent systems communicate seamlessly, and humans are freed up to do more meaningful and high-impact work.
With this in mind, we began work on a highly complex integration with Salesforce - the first of many integrations to come. Months of blood and sweat later, we are excited to announce that Saleswhale's integration with Salesforce is finally ready!
What This Means For You
Before this integration came along, most of our customers were manually exporting leads and uploading them into Saleswhale via spreadsheets.
If you are using Salesforce CRM, you no longer have to do that. Enrolling leads into your various campaigns is now just one click away.
Another ancillary problem that we solve with this integration is keeping your CRM data clean and updated -- something human sales reps don't currently do very well (we understand, they have better things to do!).
This integration ensures all the email conversations, status updates and structured data collected via your Saleswhale AI Assistant gets automatically updated back to Salesforce, saving your human sales reps from spending their precious selling time doing so.
Mapping of Salesforce Fields
You can import any Salesforce field into Saleswhale by mapping them to a Saleswhale attribute.