An exciting feature has just been created at Coevera, due for release in February: a seamless integration between Salesforce and Coevera. Why have we done this? Because often we encounter midsize and larger companies that have already taken the substantial time and resources to integrate Salesforce with all their systems. Then we come along, and they see Coevera and the fact that, because of its totally visual nature, all the other important and unique features like buying center, org charts and more, salespeople take to it much more efficiently, and actually (for the first time) enjoy using a CRM. But because the company has already invested considerably in Salesforce, they aren’t willing to simply replace it. They are, therefore, denied the incredible benefit and value that Coevera could bring to their sales team.
Beyond these factors, the company misses out on the superior productivity provided by the correct tool. We hear all the time that salespeople don’t like the Salesforce application,—it’s hard to use, it’s expensive to implement, and it requires a dedicated team or company. Reporting is cumbersome and very slow, and it is hard to quickly and easily find complex insights in all the necessary results to make insightful decisions.
Not for Every Purpose
Salesforce is used for a myriad of functions within a midsize or larger company. Coevera, on the other hand, is created solely to be the core CRM for sales, which it does exceptionally well, with functions such as lead management, opportunity management, project management, account management, reporting, analytics and overall automation with AI. We don’t attempt to take on such functions as ticketing or marketing automation—we provide integration with superior systems for these.
In practice: Because Salesforce is typically already wired into a company's ERP and legacy systems, the IT department doesn't have to get deeply re-involved to add Coevera — it lays directly on top of Salesforce, surfacing all lead, opportunity and account data with immediate gains in visual management and ease of use.
Integration is Seamless
Having substantially invested and having integrated Salesforce, a company now does not need to try and replace it with Coevera. We can seamlessly integrate Coevera with Salesforce in one or two days, and salespeople can immediately begin experiencing the incredible sales benefits Coevera has to offer.
A company’s IT department, to bring Coevera on board, doesn’t have to become super-involved in ERP and legacy system integration where they’re already integrated with Salesforce. Coevera lays right on top of Salesforce, providing immediate benefits in visual management and ease of use. All data for all leads, opportunities, and accounts is available right there.
Capabilities of Coevera-Salesforce Integration
- Salesforce data is synchronized with Coevera. Accounts, contacts, opportunities, leads, notes and activities are synchronized directly from their corresponding records in Salesforce. Synchronization of data includes synchronization of customized fields so no information is missed through synchronization.
- In real time, Coevera information is updated back to Salesforce so that the sales team misses no important notifications, and the team can operate with up-to-date data in Salesforce.
- The Coevera-Salesforce integration offers unique filtering options. You can select the type of data to be synchronized between systems since you may not want to synchronize all deals, contacts, and accounts.
- Synchronization of custom objects can be done, so that reporting in both Salesforce and Coevera can be customized. This allows you to report on unique business processes.
- Real-time application of opportunity fitness, lead scoring, account health, org chart and buying center features can be applied by Coevera to data coming from Salesforce.
In short, companies heavily invested in Salesforce can easily and economically take full advantage of Coevera! Contact us immediately to find out how easy it will be for your company.
