- Track new and potential customer data
- Monitor the effectiveness of key marketing initiatives and campaigns
- Monitor inventory levels
- Effectively communicate with customers while tracking past interactions
- Create target market personas
iFormBuilder + Salesforce
By integrating iFormBuilder and SalesForce, data collected in iFormBuilder can be sent directly to SalesForce to complete a variety of tasks, like:
Create New Opportunities
When iFormBuilder is paired with SalesForce, new opportunities can be created and associated with specific accounts to save time when entering new details about a given opportunity, like a new estimate, or quote for a specific project.
Push Data from SalesForce
Keeping up with accounts, contacts and opportunities that flow into SalesForce can be a challenge to sync with data in iFormBuilder. When integrated, users can seamlessly send this data to iFormBuilder Option Lists, or Lookup Tables to keep data up to date at all times.
Create New Contacts
Teams may encounter new individuals that are not currently in their SalesForce database. After collecting information and submitting the record in iFormBuilder, a new contact can be created in SalesForce that’s still associated with a specific account.
Endless Possibilities, Seamless Functionality
- Create sales reports
- Create New Opportunities
- Create New Quotes
- Create New Accounts
- Create New Contact
- Create New Cases
- Create New Tasks