What is Salesforce?
Salesforce is one of the most popular cloud-based Customer Relationship Management (CRM) platforms currently in use by businesses. It provides a platform that is entirely on the cloud and does not rely on any on-premises infrastructure to be set up. The scope of the Salesforce services covers sales operations, customer service support and marketing automation. It supports the entire customer lifecycle from lead capture to post-sales service and support.
Loome Integrate Salesforce Connection
Loome Integrate can connect to Salesforce as a source. With this functionality, you can extract part of or all of your CRM for easy migration to other third-party tools and systems. This can allow you to utilise your customer data in more ways and eliminate departmental data siloes, centralising and consolidating your data ecosystem.
Learn more about Loome Integrate and how it can optimise the way you access data for analytics.
Salesforce Connector Solution Scenarios
Browse the Loome Resource page for some examples of business cases where these connections and integrations potentially play a critical role.
Publish Salesforce to These Systems
Once connected to Salesforce as a source, you can move your customer data to a separate visualisation and reporting tool. This is an important step for organisations who are looking to build more comprehensive self-service financial analytics across more areas of their business.
You can embed these reports and dashboards in Loome Publish to create an analytics portal. Creating a comprehensive, centralised nexus of your published collaboration assets is a great way to take control over your reporting environment and enable even greater support for sales teams