Salesforce Integration:
Get the Most Out of Your Data.
Align Your Marketing and Sales
The Optify in Salesforce application is a simple-to-use yet powerful solution that will help you align your marketing and sales groups and close more deals. This application, powered by Optify, is built to leverage the unique data captured and tracked by Optify as a way to help your sales team get the insight necessary to approach your leads and close more deals.
Prioritize Sales Efforts
The Optify in Salesforce application, also ranks the most active leads and breaks them into categories so sales teams can prioritize efforts and assign to appropriate team members for follow-up. Default reports and dashboard make it easier to communicate within your sales team, and manage your efforts.
Better Insight. More Deals.
Using Optify in Salesforce, sales teams can better understand the history of a lead by drilling down into all of the traffic and activity related to it. This functionality is available for leads, opportunities and accounts within Salesforce, and will help your sales team to better prepare for their sales calls.
“Optify makes Salesforce better! Our sales team relies on Optify everyday to get visibility into their prospect pipeline”
