Integrate with
Salesforce CRM
With Truent's integration with Salesforce CRM you sales team will have valuable Account Intelligence in a tool they are already familiar with.
Our Salesforce Integration
In a matter of clicks you can integrate Truent Account intelligence directly into your Salesforce CRM. Unlike many other data integrations that try to surface the data with out directly inputing it into you CRM we add it directly to fields in Salesforce. This gives you the freedom to use this data across a variety of use cases directly in Salesforce. We give you Direct Access to the following:
- Truent Score and buying stage for each model
- Keywords a financial institution interacted with
- Your choice of 500+ FI data points
COMING SOON
- Easily add missing and new contacts
- Add activity captured in Truent Directly to the contact record
- Sync your sales activity with Truent to understand your likelihood to close
- Know when banks merge and contacts change their FI
Connecting to Salesforce
Connecting to an integration has never been easier! Just turn on the toggles match the fields and your done!
Connect
Salesforce CRM
