Salesforce integration
Leverage the data from your CRM
Take advantage of the power of your CRM to create meaningful communications with your prospects and clients.
Easily digitalise your sales team
- Standardise email communications for consistency and accuracy
- Deploy your B2B sales strategy across multiple sales teams
- Engage prospects at every stage of the sales process with a content recommendation engine based on contact details
- Empower sales professionals with personalised customisable branded templates
- Instantly distribute conversion-optimised content
Boost your Salesforce adoption rates
- Dispatch lists with just one click in Salesforce
- Enhance the workflow interface for a better user experience
- Easily distribute recommended content based on contact profiles.
- Personalise every email with dynamic content in a selection of fields (first and last name, company
name etc.) - Make informed data-driven sale decisions driving better revenue outcomes
Ensure integrity of your commercial data
- Log all activities in real -time, directly into the right Salesforce record
- Inform your sales strategy using a complete and accurate set of data, along with the flexibility to customise Salesforce reports
- Manage and forecast accurately
For more information about UpMail, take a look at our blog
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