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What can this integration do?

Integrating Salesforce with Structured supercharges CRM data with powerful analytics capabilities. This fusion empowers organizations to:

  • Directly sync Salesforce data into Structured, providing a unified view for deeper customer insights and enhanced decision-making.
  • Automate the flow of sales, marketing, and customer service data into Structured for real-time analytics and reporting.
  • Enhance lead and customer data with Structured’s analytics, enabling targeted strategies and personalized customer engagements.
  • Leverage Structured’s advanced visualization tools to dissect Salesforce data, uncovering trends and opportunities for growth.

How do I integrate this with Structured?

Creating a seamless connection between Salesforce and Structured boosts your CRM’s value:

  • Within Structured, navigate to the integrations section and select Salesforce to initiate the connection process.
  • Authenticate your Salesforce account and grant Structured access to sync your CRM data.
  • Choose the specific Salesforce objects and fields you want to analyze within Structured, customizing your data synchronization to meet your business needs.
  • Take advantage of Structured’s analytics and visualization features to explore your Salesforce data, applying filters, and conducting in-depth analyses for actionable insights.

This integration bridges the gap between Salesforce’s comprehensive CRM functionalities and Structured’s analytical prowess, delivering a holistic approach to customer relationship management and business intelligence.