Securely integrate Salesforce with Pendo
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.
Pendo is a cloud-based software-as-a-service (SaaS) platform that integrates your application and webpage usage analytics with feedback, guidance, and communication from end-users. The solution empowers you to understand the way customers are using your product, how they feel about it, and what their experiences are like without overburdening your engineering team. Pendo provides your development team with the insights they need to dramatically improve applications, websites, and user experiences. The platform also keeps your customers informed about product enhancements and key developments as you release them.
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 Pendo data to Amazon Redshift
Load your Pendo data to Google BigQuery
ETL all your Pendo data to Snowflake
Move your Pendo data to MySQL
Integrate Salesforce With Pendo Today
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Salesforce's End Points
Track valuable Salesforce lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a Salesforce contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create a Salesforce 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 a Salesforce 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 Salesforce 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 in Salesforce. 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 in Salesforce 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.
Salesforce Custom Objects
Create Salesforce custom 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.
Pendo's End Points
Pendo User Metrics
Pendo includes tools to track metrics on total web traffic, user engagement, session length, per session page views, scrolling behavior, bounce and rates, conversion figures, standard user actions, actions that lead to conversion, and more. Pendo also monitors where your traffic is coming from, how people enter your site, and at which point they leave. Then it presents the data in elegant, easy-to-understand visual reports.
Pendo User Sentiment Surveys
Pendo allows you to deploy NPS and polls directly to users in-application to produce better and more accurate results. You can target specific users based on product interactions or user characteristics to obtain the specific feedback you require. Pendo's user sentiment surveys empower you to combine survey responses with user behavior data to gain a more three-dimensional understanding of your customers. By merging quantitative and qualitative survey data, you'll gain a clearer picture of what pleases and displeases users to reveal actionable opportunities to adjust your products for improved customer conversion, increased retention, and more profitable business results.
Pendo offers built-in ETL (extract, transform, load) connections to integrate with a wide variety of platforms such as Slack, Segment, Fivetran, Fullstory, LaunchDarkley, Google BigQuery, DOMO, Drift, Looker, Amazon Redshift, Salesforce, UserVoice, WordPress, Zapier, Zendesk, and more.
Pendo Product Improvement Roadmapping
Pendo includes tools to coordinate your team around a central planning roadmap informed by the metrics and insights the platform generates. Roadmapping features include the ability to visualize your product development strategy and organize your plans around product enhancements, timeline, team, and market segment. You can also manage which teams can access different views of the plan, and streamline views for stakeholders so they're overload with information. Pendo's drag-and-drop functionality empowers non-tech-savvy users to create and manage roadmaps.