/ How to convert more leads and close more deals with the BI Salesforce connector

How to convert more leads and close more deals with the BI Salesforce connector

If your company uses Salesforce for its customer relationship management (CRM), you know how important it is to have accurate and up-to-date data in Salesforce.

But what if you could also access data from other sources, such as finance or marketing, in real-time? With the BI Salesforce connector, you can.

The power of the BI Salesforce connector lies in its ability to help sales and marketing leaders visualize their CRM data alongside data from other sources. This way, they can track and optimize their efforts as they build their sales base.

As a result, the connector can help them to convert more leads and close more deals.
Is the BI Salesforce connector right for your business? Let’s take a closer look at how it works and what it can do for you.

 

What is Salesforce?

Salesforce is a CRM software that helps businesses manage their customer relationships. With Salesforce, companies can track customer interactions, sales data, and other important information.

With copious amounts of data on customers, it can be challenging to make sense of it all and take actionable steps. That’s where the Salesforce connector comes in.

 

What is a Salesforce connector?

A Salesforce connector is a tool that helps sales and marketing leaders visualize their CRM data alongside data from other sources. The connector is part of the larger Salesforce ecosystem, which uses business intelligence (BI) and analytics to help businesses make sense of their data.

The connector works by integrating with Salesforce and other data sources, such as finance or marketing software. Once connected, it allows users to see their data in one place. This way, they can track their sales and marketing progress and take action in real-time.

Yet the Salesforce connector offers more than just data visualization. The connector can also help users to:

  • Get a real-time refresh of their most business-critical data
  • Integrate their Salesforce data with other BI tools
  • Build custom reports and dashboards
  • Schedule automatic reports

The connector is available as a standalone app or as part of Salesforce’s Einstein Analytics platform.

 

What are the benefits of using a Salesforce connector?

There are many benefits of using Salesforce connector, including:

Access to real-time data

With the Salesforce connector, you can see your data in real-time. This way, you can track your sales and marketing progress and take action immediately if needed. For team members that work remotely or in different time zones, this is a huge advantage.

Improved decision making

With all of your data in one place, you can make better decisions about where to allocate your resources. You can also track your progress over time and see which strategies are working and which ones need to be tweaked.

Increased sales and conversions

By visualizing your data, you can identify areas of opportunity and take action to convert more leads into customers. The connector can also help you close more deals by giving you the information you need to negotiate effectively.

Supercharged Salesforce

The connector supercharges Salesforce by allowing you to access data from other sources. This way, you can make the most of your investment in Salesforce and get the most out of your data.

These benefits show how the BI Salesforce connector can help you improve your sales and marketing efforts.

 
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What teams would benefit from Salesforce connector?

The Salesforce connector is designed for sales and marketing teams. However, any team that uses Salesforce can benefit from the connector, including:

Customer support teams

With the connector, customer support teams can get a 360-degree view of their customers. This way, they can provide better support and resolve issues more quickly.

Product teams

With the connector, product teams can track how their products are being used and get feedback in real time. This information can be used to improve the product and increase customer satisfaction.

Accounting teams

The connector can help accounting teams to see which invoices have been paid and which ones are still outstanding. This information can be used to improve cash flow and prevent late payments.

Project management teams

Project management teams can use the connector to track project progress and identify any roadblocks. This information can be used to adjust the project plan and keep the project on track.

 

How do I get started with a Salesforce connector?

If you’re interested in using a Salesforce connector, there are a few things you need to do to get started:

Step 1: Develop goals for using the connector

Before you can start using the connector, you need to develop goals for why you’re using it. What do you want to achieve by using the connector? Do you want to increase sales, close more deals, or improve customer support?

By setting goals, you can ensure that you’re using the connector in the most effective manner. These goals can vary depending on your team’s needs.

Step 2: Choose which data sources to connect

The next step is to choose which data sources you want to connect. Salesforce connectors integrate with many different software programs, such as finance, marketing, and accounting programs.

You should also consider which data sources will be most useful for your team. For example, if you’re using the connector for sales purposes, you may want to connect it to your CRM and marketing automation software.

Step 3: Set up the connector

Once you’ve selected your data sources, you need to set up the connector. This process will vary depending on which software programs you’re using.

However, in general, you will need to create an account with Salesforce connector and then follow the instructions for connecting your data sources.

Step 4: Start using the connector

After you’ve set up the connector, you can start using it to visualize your data. The connector will pull data from your selected data sources and display it in an easy-to-use interface.

You can use the connector to create reports, track progress, and make decisions about your sales and marketing efforts.

Step 5: Build on your success

As you start using the connector, you may find that you need to adjust your goals. For example, you may want to increase the number of data sources you’re connected to or add new features to the connector.

There are a variety of things you can do with your connector, so don’t be afraid to experiment. The important thing is to continue building on your success and finding new ways to improve your sales and marketing efforts.

 
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Tips for using a Salesforce connector

Not sure what to do with the data you are collecting with a Salesforce connector? Here are some tips:

Analyze your sales pipeline

One of the first things you can do with the connector is to analyze your sales pipeline. This data can help you to identify any bottlenecks in your sales process.

You can also use this data to track your progress over time and see which stages of the sales process are most successful. One of the best ways to track this data is by creating a report and dashboard using the connector.

Monitor your marketing campaigns

Another use for the connector is to monitor your marketing campaigns. This data can help you to see which campaigns are performing well and which ones need to be improved.

You can also use this data to track your progress over time and see which marketing channels are most effective. Again, one of the best ways to track this data is by creating a report and dashboard.

Optimize your customer support

The connector can also be used to optimize your customer support. This data can help you to see which areas of your customer support are most successful and which ones need improvement.

You can also use this data to track your progress over time and see which support channels are most effective. Once again, the best way to track this data is by creating a report and dashboard.

Boost stakeholder confidence

The connector can also be used to boost stakeholder confidence. This data can help you to show your stakeholders that you’re making progress and that you’re using their data effectively.

Collect data on KPIs to build reports that stakeholders can track to see your success. In doing so, you will be able to build trust and confidence with your lead base.

There are endless possibilities for what you can do with the Salesforce connector. These are just a few ideas to get you started. Experiment and find new ways to use the connector to improve your sales and marketing efforts. You’ll be surprised at how much this tool can help you to grow your business.

 

Conclusion

BI tools make it possible to connect to data sources that were previously inaccessible. This gives organizations the ability to make better decisions by having all the information they need in one place.

BI Salesforce connectors help businesses connect to their CRM data and visualize it alongside data from other sources. This allows businesses to track their sales and marketing efforts in real-time and make decisions that will help them to convert more leads and close more deals.

If you’re looking for a way to improve your sales and marketing efforts, a BI Salesforce connector is a tool you should consider. It has the potential to transform the way you do business and help you to achieve your goals.

Check out some related resources:

Domo for Financial Services Playbook

Closing the Data Decision Gap

How ESPN used Domo’s intelligent apps to increase customer satisfaction

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