Marketing Automation tools integration with Salesforce

Accounting system integration with Salesforce provide a clear picture of billing history, pending invoices to the sales executive during the time of client interaction. Sales executive can track his clients monthly quarterly and annually billing details.

• Updated data flow between Sales and accounting, and updated information’s between sales and accounting team finger tips.
• We provide a tailored solution and setup the accounting software and Salesforce CRM communication workflows according to the business requirement.

Alignment between sales and marketing always streamline the Sales process, At Taction Software we have a vast experience of integrating Marketing Automation tools to the Salesforce CRM application, Sales executive always updated with the marketing qualified leads, Provide complete 360 degree view of marketing qualified leads to the sales executive working on the leads.

Benefits of sales and marketing cross department connected platform:

• Real time updated communication between sales and marketing.
• Better engagement with clients while mapping a one to one journey, Sales executive have an idea of every interaction from prospecting to the marketing qualified leads.
• Bi directional integration to send marketing qualified leads to the Salesforce and Sales unqualified leads back to the automation tools, that’s help organization in finding the potential business at every stage.