Salesforce + Seidat
Automate sales workflows to focus on winning more deals with Salesforce – Seidat integration
Plug Seidat into Salesforce to get rid of the manual work phases. Create new automated workflows to boost sales productivity without writing any code.
Why use the Seidat Salesforce integration
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8x
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Faster quote process when integration is in use
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-5 h
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Over 5 hours of manual work saved per week
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-0 h
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A better way to sell with Seidat & Salesforce
Let the integration automatically create sales presentations for you
Set triggers for creating presentation templates. Once a trigger occurs, pre-selected fields are filled, and a new presentation link is added to the Salesforce contact or deal.
You can also include input fields in your presentations and enter data into them during sales meetings. That data will move from Seidat to Salesforce automatically. Combine the automation with other necessary platforms in your sales stack.
Create & send tailor-made proposals with just a few clicks
Move text content from Salesforce to Seidat by using placeholders. Save hours per rep each week by skipping manual & repetitive parts of personalizing proposals. Even if you don’t have all the info you need in Salesforce for the proposal at the time, you can edit it afterward in Seidat.
Run AI-based lead magnet campaigns with Seidat Salesforce integration
Choose which parts of your lead magnet AI should personalize i.e. title, industry, location etc. Create a new automation in Salesforce and set a trigger for sending a lead magnet modified by AI. Track open rates in your campaign and follow up with prospects just at the right time.
Automate internal communication on new sales presentations and templates
Set up an automation that will notify the sales team in Slack or Teams channels once new master presentations or templates have been created. Say goodbye to sales meetings with outdated materials.
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how integrating Seidat to Salesforce could help our daily business.
