Salesforce out the box integration with InEvent

What is Salesforce?

Salesforce is a CRM, or Customer Service Management platform. It allows marketing and sales teams to manage applications, leads, new and current customers, deals, and digital marketing.

What is InEvent?

InEvent is an enterprise event management platform that helps companies to generate leads, gain new customers, close deals faster and bring smarter approaches to corporate event management.

InEvent integration optimizes the management of corporate events from Salesforce

The Integration between InEvent and Salesforce includes leads synchronization through Salesforce Marketing Cloud, global synchronization with InEvent CRM and integration of feed objects into the Chatter module.

You can view your entire customer life cycle in single or multiple events, tracking which person went to more events (or less), events someone participated in, and how much resources were spent on that person at your events. Integrations with the InEvent platform works two-ways, so data that is synchronized to your Salesforce database will also appear on the InEvent platform.

What specific kind of data and process can be integrated between InEvent and Salesforce?

Easily import, export and sync any of the following:

• Contact names
• Leads
• Lists
• Campaigns
• Custom fields

One of the most interesting possibilities of the integration is the Chatter, which allows the organization of an event to expose their new ideas, share insights, data and survey researches.

InEvent & Salesforce features

• Workflow: Salesforce allows you to automate project management with a variety of possible actions, such as field updates, email submissions, tasks and records creation, along with creating publications on Chatter, Salesforce’s social network;
• Chatter: the free corporate social media for Salesforce users. There, it is possible to form groups, share documents and integrate platforms with other social media. Chatter is also accessible via mobile, it allows the team to share ideas and opinions, fostering collaboration. You can, for example, receive updates on the progress of any document — pdf, .ppt or .doc — and track the life cycle of a customer request or a sale;
• Access: you can access Salesforce on any device, including smartphones. It has an app for iphone, which provides access to contacts, leads and tasks;
• Contacts Management: You can have a complete view of your customers, with information such as activity history, important contacts, and internal discussions related to each account. You can engage in customer targeting, and with a Salesforce Professional license, you can have private accounts and contacts;
• Leads Management: Salesforce enables leads to be tracked from the first contact to the deals closure. It is also possible to integrate them with SEO strategies and Google Adwords campaigns to analyze where the most qualified leads come from;
• Marketing: in the platform, one can manage all email marketing campaigns and know the results of each one. With Pardot Marketing Automation the sales and marketing teams can work together on leads qualification;
• Social media: Social Media Marketing enables users to analyze, publish and engage with the target audience;
• Sales: Tracking the sales pipeline becomes simpler with Salesforce. In addition, you can analyze and understand the interaction of potential customers and connect them to the sales team quickly through personalized marketing campaigns;
• Customer Service: Reaching customers is simpler with the customer support integration using apps or websites;
• Reports: You can get custom reports from the simplest to the most complex. Salesforce provides a wealth of information and options in the analytics panel;
• Validation Rules: To make sure that report generation will not contain incorrect data, you can determine whether the data entered on the platform is valid or not. An example is when a new opportunity arises and its specific origin requires validation. It is then possible to create a determinant to be fulfilled. Therefore, the alert will only be triggered when the opportunity has its origin pre-established;
• Security: Salesforce’s security model covers features such as profiles, roles, setting permissions, sharing settings and more. All these security possibilities that Salesforce offers is of great value for data maintenance, especially in the wake of the General Data Protection Regulation (GDPR);