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Description
Access customer information seamlessly from your app database, data warehouses, spreadsheets, or various APIs without the need for coding. Experience a real-time overview of essential customer data directly within platforms like Salesforce, Marketo, HubSpot, and other business systems. Effortlessly consolidate data from multiple sources—be it databases, data warehouses, spreadsheets, or APIs—automatically. You can select specific fields for synchronization, ensuring you receive only the most relevant data. With just a click, integrate your preferred tools into the workflow. Utilize a simple point-and-click interface to transfer necessary data from your databases and spreadsheets to your business applications. This setup empowers your customer success and sales teams by providing them with a comprehensive view of customer data directly within their sales CRM. Benefit from automatic synchronization of information across data warehouses and databases to all your business systems and spreadsheets. Additionally, enjoy the convenience of having all proprietary user and company attributes automatically updated in your CRM. Your support team will also gain immediate access to the vital customer data they require directly from their support system, enhancing overall efficiency and collaboration.
Description
Salesforce empowers sales teams to enhance their effectiveness and reach their objectives more efficiently. As the leading CRM platform globally, Salesforce goes beyond basic functionalities. It equips teams with essential tools designed to expand their client portfolios, discover new prospects, and finalize transactions swiftly from any location. The platform boasts an extensive array of features, such as managing contacts, tracking opportunities, overseeing leads, integrating emails, generating reports and dashboards, forecasting sales, and enabling file synchronization and sharing, among many others. This means you can spend less time sifting through spreadsheets and more time focusing on your business operations. With no need for additional hardware or software, our user-friendly setup assistant allows you to optimize sales processes and address customer inquiries in mere minutes. By linking data across sales, service, and marketing, you can provide buyers with smooth and personalized experiences. Gain a holistic understanding of each customer, including their accounts, activity history, and relationships. Moreover, integrating social data can offer even richer insights into your customers' behaviors and preferences.
API Access
Has API
API Access
Has API
Integrations
Affinity
Amplitude
Azure Blob Storage
Chargebee
Databricks Data Intelligence Platform
Dialpad Ai Contact Center
Freshdesk
Front
Intercom
Jira
Integrations
Affinity
Amplitude
Azure Blob Storage
Chargebee
Databricks Data Intelligence Platform
Dialpad Ai Contact Center
Freshdesk
Front
Intercom
Jira
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$25.00/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Polytomic
Country
United States
Website
www.polytomic.com
Vendor Details
Company Name
Salesforce
Founded
1999
Country
United States
Website
www.salesforce.com
Product Features
ETL
Data Analysis
Data Filtering
Data Quality Control
Job Scheduling
Match & Merge
Metadata Management
Non-Relational Transformations
Version Control
Product Features
Automotive CRM
Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Showroom Management
Territory Management
Construction CRM
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Contact Management
Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Customer Reference Management
Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search
Inside Sales
Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Manufacturing
Accounting Integration
ERP
MES
MRP
Maintenance Management
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Sales Analytics
Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Sales Forecasting
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis