Integrate Salesforce with Invoca
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.
Invoca provides call tracking and analytics, allowing users to connect their phone calls and conversations to their larger sales and marketing journeys and use this information to drive revenue and delight their customers.
Popular Use Cases
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
Bring all your Invoca data to Amazon Redshift
Load your Invoca data to Google BigQuery
ETL all your Invoca data to Snowflake
Move your Invoca data to MySQL
Integrate Salesforce With Invoca Today
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Salesforce's End Points
Track valuable lead information like who your leads are, their contact information, where they were first met and their contact status.
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.
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.
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.
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.
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.
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.
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.
Invoca's End Points
Report completed order information and other conversion events, allowing you to stay on top of changes that could be difficult to track, including phone conversions and revenue.
Integrate with the Invoca Marketing Automation platform to create, read, update, and delete your marketing and sales operations. This can help you understand campaign effectiveness and make actionable, positive changes.
Retrieve call transactions and correct existing transactions to stay on top of customer interactions.
Allocate a dynamic, trackable promo phone number from a RingPool. When people call, this returns a promo number and a formatted click-through URL. This can help you keep track of your efforts and credit your affiliates for calls.