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CleverTap All-in-one Customer Engagement Platform for Salesforce CRM
Activate CRM data to drive limitless customer lifetime value with CleverTap
- Industries
- Horizontal Product
- Requires
- Sales Cloud
- Compatible With
- Sales Cloud
Maximize customer lifetime value with native CleverTap for Salesforce. Salesforce CRM customers can activate their CRM data in CleverTap to orchestrate deeper, long-term customer engagement.
Highlights
Instant Activation on Salesforce Data Changes: Whenever a record is created or updated in Salesforce, the data is immediately pushed to CleverTap, enabling timely segmentation, targeting, and campaign automation.
Broad Object Coverage for Rich Customer Context: Sync Standard objects, including Cases, Campaigns, Tasks, Quotes, Contracts, Orders, Products, Assets, Opportunity Line Items, and History or Custom Objects as user profiles or events in CleverTap.
Flexible Field Mapping During Setup: Easily configure field-level mappings to ensure the right Salesforce data flows into CleverTap in the format your teams need, without developer dependency.
Historical Data Import Support: Bring in past Salesforce data to create richer user profiles and unlock insights and campaigns from day one.
Power Advanced Segmentation & Personalization: Leverage Salesforce CRM data directly within CleverTap to build precise segments and deliver highly personalized, cross-channel customer journeys.
Audit-Ready Sync Logs & Monitoring: Track what data is pushed from Salesforce to CleverTap with detailed logs for visibility, troubleshooting, and compliance.
Provider Details
CleverTap is an All-In-One customer engagement platform that unifies interactions between people, processes and technology. CleverTap is built to convert customers into customers for life with in-moment experiences designed and optimized for scale, in real-time. We enable brands to create truly cross-channel experience, transcending boundaries between channels, journeys and outcomes. We’re on a mission to be the ultimate growth partner, providing businesses with the insights they need to truly understand their customers and deliver.
Pricing Details
The prices shown here are indicative. If you’re already using CleverTap, please reach out to your Account Executive or Customer Support for further information. If you’re interested in purchasing CleverTap, visit https://clevertap.com/pricing/
CleverTap-SF-CRM Plan
$10,000 USD/company/year
Free trial available for 30 days