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Boss Insights

Seamless access to your business customers' data within your CRM

Overview

Qualify, engage and support your business clients with streamlined workflows and actionable insights based on standardized Open Finance datasets. Provide a seamless customer onboarding process for your business clients and smoothly sync data with your CRM

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  • Real-Time Access to Crucial Customer Data With real-time access to crucial customer data, the connector pulls relevant information from Salesforce, such as leads, accounts, opportunities, and contacts.

  • Automatic Invitations Once a lead is identified, the Salesforce Connector automatically sends out an invitation to these leads, asking them to share additional data.

Our Salesforce Connector is a powerful tool facilitating seamless access to business customers’ data within your Customer Relationship Management (CRM) system. This tool has been designed to integrate smoothly with Salesforce, to provide real-time access to crucial customer data. The Salesforce Connector also automates the invitation sending process, saving time and ensuring that no potential lead is missed.

Categories

Business Needs
Marketing
Analytics
Finance
Industries
Financial Services
Professional Services
Personas
Business User
Developer
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package