Connect Salesforce to Vitally to seamlessly handoff new deals to Customer Success.
Salesforce is a leading customer relationship management (CRM) platform designed to enable organizations to manage customer data throughout the sales cycle. For many sales teams, Salesforce is their centralized hub for managing prospects and deals before contract. With the Salesforce and Vitally integration, data can be synced bidirectionally, giving your sales team visibility to Customer Success data and metrics, and vice versa.
By connecting Salesforce data into Vitally, Customer Success teams can:
Available data sets include:
Sync your customer's subscription and revenue data (i.e. trials, MRR, renewal dates, churn) into Vitally.
Import and sync your account data, including companies, users, contact information, and additional key customer data.
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