Integrated with Salesforce

Most sales-focused organisations use a Customer Relationship Management (CRM) system to manage interactions with contacts, leads, customers, partners and suppliers.

And Brand X has years of experience in creating intelligent communications between CRMs and our own CMS. Salesforce is one such CRM that we have worked a lot with and that has proven extremely popular due to its simple workflows and the fact that it is online - so it does not need to be installed within your network or on your company's workstations.

For each form-based process handled by the Brand X CMS, we offer integration with Salesforce. This means that data entered by visitors to your website on form pages can be injected into Salesforce for immediate follow-up by your sales team. Leads can be allocated according to Salesforce rules that you determine, and Brand X can even assist in configuring Salesforce so that its structure fits the needs of your business.

The same applies to a number of other databases and CRMs; if a connection can be made to such systems using web services or APIs, you can centralise your data collection and streamline your sales and service processes.

Taking this one step further, the Brand X CMS is also capable of two-way interactions with Salesforce. If someone enters their My Profile area of a Brand X CMS website, any changes they are permitted to make to their profile will be synchronised with Salesforce. This means that the data generated by the website is always in sync with Salesforce. If someone changes their email address, phone number, marital status or any other information, that new information will be reflected in the My Profile area of the website and in your instance of Salesforce.

Get in touch today for a quote on your new website with Salesforce integration.