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Salesforce Integration
Salesforce Integration
Integration Setup
Salesforce Integration | 2
1. Connect to Salesforce
2. Map Fields
3. Queue Update
Data Enrichment
Salesforce Integration | 3
AVAILABLE DATA
ENRICHMENT
FEATURES
*See next slide for larger image
Company: Address, industry, revenue, funding,
employees, phone, description
Website: Tech stack, tech history, tech spend, Alexa
rank
Mobile: SDKs, SDK history, downloads, reviews,
category
Other: Predict scores, Twitter handle, Tags
Instant Data: Enrich new records as quickly as the
minute they are created in Salesforce.
Low Maintenance: Run a full database sync every week
to keep all records up to date.
Salesforce Integration | 4
Technology Alerts
Salesforce Integration | 5
FEATURE OVERVIEW
USE CASES
Competitive Intel: Notify reps when an account has
added or dropped a competitor’s technology.
Integrations: Notify reps when an account has added a
technology your product integrates with.
Workflows: Use with SFDC triggers, tasks and email.
Install the Datanyze Alerts object to add accounts or
notify reps inside Salesforce when a prospect adds or
drops a particular technology.
ACCOUNT
TAGGING
Sales Deck | 6
Prospecting
LAST CONTACTED
NEW RECORD CREATION
Use Datanyze Targeting to find
accounts that aren’t in Salesforce.
Use Datanyze Targeting to find
accounts that haven’t been contacted..
Create new Salesforce records in one
click from any Datanyze prospect list.
NET-NEW PROSPECTS
Your customer accounts are used to score your
existing accounts and find net-new companies that
match your ideal customer profile.
Sales Deck | 7
Predictive Scoring
ACCOUNT ENRICHMENT
Datanyze enhances your accounts with thousands
of company, technology and Salesforce data
points.
SIMPLE SETUP
Connect Datanyze to Salesforce to import your
customer accounts and the accounts you’d like
scored..
Datanyze <> Salesforce Reviews
Salesforce Integration | 8
Featured Customers

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Datanyze Salesforce Integration

  • 2. Integration Setup Salesforce Integration | 2 1. Connect to Salesforce 2. Map Fields 3. Queue Update
  • 3. Data Enrichment Salesforce Integration | 3 AVAILABLE DATA ENRICHMENT FEATURES *See next slide for larger image Company: Address, industry, revenue, funding, employees, phone, description Website: Tech stack, tech history, tech spend, Alexa rank Mobile: SDKs, SDK history, downloads, reviews, category Other: Predict scores, Twitter handle, Tags Instant Data: Enrich new records as quickly as the minute they are created in Salesforce. Low Maintenance: Run a full database sync every week to keep all records up to date.
  • 5. Technology Alerts Salesforce Integration | 5 FEATURE OVERVIEW USE CASES Competitive Intel: Notify reps when an account has added or dropped a competitor’s technology. Integrations: Notify reps when an account has added a technology your product integrates with. Workflows: Use with SFDC triggers, tasks and email. Install the Datanyze Alerts object to add accounts or notify reps inside Salesforce when a prospect adds or drops a particular technology.
  • 6. ACCOUNT TAGGING Sales Deck | 6 Prospecting LAST CONTACTED NEW RECORD CREATION Use Datanyze Targeting to find accounts that aren’t in Salesforce. Use Datanyze Targeting to find accounts that haven’t been contacted.. Create new Salesforce records in one click from any Datanyze prospect list.
  • 7. NET-NEW PROSPECTS Your customer accounts are used to score your existing accounts and find net-new companies that match your ideal customer profile. Sales Deck | 7 Predictive Scoring ACCOUNT ENRICHMENT Datanyze enhances your accounts with thousands of company, technology and Salesforce data points. SIMPLE SETUP Connect Datanyze to Salesforce to import your customer accounts and the accounts you’d like scored..
  • 8. Datanyze <> Salesforce Reviews Salesforce Integration | 8 Featured Customers

Editor's Notes

  1. Copy: Simple set up as number 1 bullet & Separate score existing and net-new as two separate bullets