Future-Proof Your CRM

KNVEY for Salesforce

Transform your customer interactions and sales strategy with the integrated power of Salesforce and KNVEY. By syncing customer and sales funnel information from Salesforce into KNVEY, and enriching Salesforce with KNVEY’s advanced digital experience tools, your organization can achieve greater efficiency and more personalized customer engagement.

Salesforce and KNVEY Together

Integration for a Superior Sales Funnel

Enhance data flow between platforms, improve customer engagement, and streamline your sales funnel management with a unified solution that powers up your sales and marketing efforts.

Sync Seamlessly, Sell Flawlessly.

Seamless Data Integration

Effortlessly sync your customer information and sales data between Salesforce and KNVEY, ensuring you have all the insights you need where you need them. This integration enhances your ability to manage and analyze customer interactions directly within your CRM platform, boosting efficiency and data accuracy.

Automatic Data Sync

Streamline data flow between KNVEY and Salesforce, ensuring all customer information is up-to-date and accessible.

Enhanced Data Utilization

Leverage customer data from Salesforce within KNVEY to create better digital experiences.

Unified Sales Reporting

Generate comprehensive reports using data across both platforms for a holistic view of your sales activities.

Data Integrity Maintenance

Maintain high data integrity and accuracy with automated checks and balances between the two systems.

Transform Interactions into Connections

Advanced Customer Engagement Tools

Incorporate KNVEY’s custom portals and interactive guides directly into your Salesforce environment, providing your sales and customer service teams with innovative tools to engage customers effectively and personalize their experience.

Embedded Customer Portals

Deliver tailored portals within Salesforce that offer customers a personalized access point to interact with your services.

Interactive Questionnaires

Utilize KNVEY’s Guides to embed step-by-step questionnaires in Salesforce, helping your team manage demos and set meeting agendas.

Customer Journeys

Map and enhance customer journeys with integrated tools that align with your sales and marketing strategies.

Better Service Delivery

Provide more efficient and effective customer support by leveraging real-time data and tools within Salesforce.

Improve the Path to Purchase

Optimized Sales Funnel Management

Drive your sales performance with optimized funnel management capabilities that result from integrating KNVEY with Salesforce. Gain deeper insights into your sales processes and tailor your strategies to meet the dynamic needs of your market and customers.

Customer Profiles

Combine Salesforce's CRM data with KNVEY to create detailed customer profiles. This helps you anticipate needs and preferences, offering a proactive approach to customer service and marketing.

Dynamic Content

Leverage KNVEY’s CMS to dynamically update content based on customer interactions tracked by Salesforce.

Event Triggers

Set up automated workflows that trigger actions in Salesforce based on interactions captured in KNVEY, and vice versa.

Analytics

By merging Salesforce’s analytical tools with KNVEY’s insights on customer behavior and content effectiveness, businesses gain a layered understanding of performance metrics.