Integrate Base CRM with Salesforce
About Base CRM
Base is the industry’s first Intelligent Sales Productivity Platform.
Unlike legacy cloud CRM and Salesforce Automation systems like Salesforce, Base leverages big data, mobility and real-time computing to help sales teams close more deals faster, while providing sales leaders with unprecedented visibility into the sales pipeline and forecast.
With remarkably easy to use yet powerful web and mobile apps, Base is designed for the way people work in today’s organizations, allowing users to tap valuable sales and customer data anytime, from any device.
About Salesforce
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
Popular Use Cases
Bring all your Base CRM data to Amazon Redshift
Load your Base CRM data to Google BigQuery
ETL all your Base CRM data to Snowflake
Move your Base CRM data to MySQL
Bring all your Salesforce data to Amazon Redshift
Load your Salesforce data to Google BigQuery
ETL all your Salesforce data to Snowflake
Move your Salesforce data to MySQL
Integrate Base CRM With Salesforce Today
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Salesforce's End Points
Leads
Track valuable lead information like who your leads are, their contact information, where they were first met and their contact status.
Contacts
Store a contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Accounts
Create an account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Opportunities
Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Product
Track a product’s name, description and category. Then, use a product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Campaigns
Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Events
Schedule events that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Custom Objects
Create objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.
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