What is Salesforce?
Salesforce is a third-party cloud-based Customer Relationship Management System (CRM). The platform provides organizations with the technology to record and manage customer and stakeholder contact and relationship information such as contact details, service requirements, sales and transactions history and more.
What does the Salesforce connector do?
With the elcomCMS Salesforce Connector, you can create and manage your Salesforce web-to-lead forms directly within elcomCMS. Simply select the fields you want to create in the form and publish. These forms can be dropped into any page as an article element, inheriting all predefined designs and styles. Contact details and data captured via these forms are synced with your Salesforce environment ready for follow up by your sales for service teams.
- Automatically capture lead data and sync it with Salesforce, removing the need for manual uploads and data entry.
- Re-use site templates and Master Pages, to maintain design consistency.
- Use Salesforce triggers or third-party applications to manage lead follow up and email campaigns.
- Manage your lead life-cycle from end-to-end, removing the risk of lost opportunities
- and more.
Request a demonstration of the elcomCMS Salesforce connector here.