Automate Business Processes, Leads to Contacts, Sales Workflow Automation and Integration with eCommerce Platforms

Integration - Salesforce

Turbocharging Sales Through Data Integration



Although there are more than a dozen viable CRM providers out there, let's face it, Salesforce CRM is king. If you attended Dreamforce last year, you witnessed this yourself firsthand. With such popularity and financial success, Salesforce has expanded it's CRM capabilities far beyond just leads, contacts and accounts, but from day one, there's one downfall to all the CRM platforms - they are only as good as the information fed into them.


We've all heard the term data quality or dirty data many times, and although we all know what it means and can probably even give an example or two, it is a very difficult and vague problem to address and prevent. The two main causes of data corruption or dirty data are not technical ones, they are human ones. The first is that almost all of the data entered is entered by hand, by a sales person. Mis-spelled names, typos, not finding things via search so creating duplicate records, the list goes on and on as to how and why it happens.

The second cause, also human in nature, is lack of data. How many times does a salesperson know the person's first name and phone, but not the last name, email, legal company name, website URL, address, etc. So they enter what they know and move on. The rest is left, causing incomplete and inconsistent records, both contact and account.

 

The key to solving dirty data and boosting sales, is to have data, clean data, and lots of it. The only way to accurately do this is collect the data either from the master source (each user KNOWS how to spell their own name) or collect the data as it happens. This is where Clarity can help. Integration is the key to collecting data. This can be from forms, client portals, emails, registrations, license renewals, browser behavior and more. How important is it to your sales people to know how many times their account has not only gone to the website/store, but how many products they looked at, for how long, added the cart and changed their mind, when they last logged in, how many times have they logged in, in the last 30-60-90 days, which accounts have the most lifetime value in activity or purchases?


This is all much easier to do than it sounds, and Clarity has done many Salesforce integrations for their customers, including a marketing and sales collateral integration using Salesforce as the document management respository for thousands of pieces of collateral for over 5,000 sales reps. Salesforce is also being used more to process customer orders, client behavior and engagement, so Clarity built an integration for Salesforce and our eCommerce platform. Let Clarity help you exploit the real power of your Salesforce instance.

Give Clarity a call (800.928.8160) or Request a Free Quote or consultation to discuss how to improve sales by integrating your Salesforce. Here are just a few of our clients that we've done Salesforce integrations for.

 


NexThink

For almost every business, their most productive and expensive resource investment is in human capital. To keep those human resources working well and at their best, their computer systems have to be functioning and promote their ability to work, not deter or slow it down. Did you know that over 70% of all help desk incidents reported, are entered by end-users, and half (50% of those) were not detected by any proactive monitoring tool. NexThink focuses on systems monotiring solutions that automatically report issues up to a central dashboard that accumulates issues and reports them, often before the end users start complaining. Clarity has built both of NexThink's website and Sales portal and part of the project include the back-end integration with their Salesforce instance to help with real-time partner registration, user / contact registration and marketing automation. (Clarity client)

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Pervasive (Actian)

Pervasive (recently acquired by Actian) has been providing database and integration solutions for the last 27 years. Working with Clarity, Pervasive rolled out 54 DNN portals in less than one year. Clarity, hired as an extension to their team, jumped in and developed some custom modules for their DNN platform including the Salesforce integration module used in their Sales Portal. It provides real-time synchronization for all their partners and reps, as well as controlling over 5,000 pieces of sales and marketing collateral (stored in Salesforce, shared via the integration in their portal). (Clarity client)

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Zebra Imaging

Founded almost 20 years ago by MIT graduates, Zebra Imaging has built an organization full of brilliant minds developing some of the industry's leading 3D holographic producing technology in the world. During their course of innovation, they've been awarded over 40 patents and continue to lead in 3D technology. Clarity built their eCommerce platform and website, which included a real-time bi-directional integration with their Salesforce instance. (Clarity client)

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Etteplan | Tedopres

Etteplan | Tedopres specializes in producing localized technical documentation for companies of all sizes in any industry from medical and technology to government and consumer. Over 500 corporatations use Etteplan to produce multi-lingual content in over 50 languages. They've also integrated their website registrations and membership records by having Clarity build a real-time integration with their Salesforce CRM instance for contact record synchronization and de-duping of contacts and accounts. (Clarity client)

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Affair Recovery

For nearly 30 years, Affair Recovery has counseled many hundreds of couples by providing online counseling, retreats, online support groups and a rich library of online resources. Affair Recovery is also the first marriage counseling company ever to offer an anonymous online support group worldwide. Clartiy designed and built their website and integrated an online resource library with membership registration. To manage the registration and contacts, Clarity also developed their Salesforce integration. (Clarity client)

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