Integration

Salesforce + Whale

Salesforce + Whale

Category

Contextual suggestions

Starting from

Scale Plan

By integrating Whale’s suggestions with Salesforce via our Chrome and Microsoft Extensions, you can ensure that your team has immediate access to the right information at the right time. This reduces the need for unnecessary questions, enhances productivity, and supports the consistency of your company’s processes.

Overview

Our Chrome and Microsoft Extensions for Whale are designed to streamline your workflow by providing timely suggestions directly within your web-based tools. By integrating with Salesforce, these extensions can push relevant process information to your team, reducing unnecessary questions and improving efficiency. Here are a few practical use cases:

Use Cases for Salesforce Processes:

  1. Lead Conversion: When working on converting leads in Salesforce, the extension can push a detailed conversion process guide. This helps sales reps follow the correct steps and ensures a consistent approach to converting leads into customers.

  2. Opportunity Management: For managing opportunities, the extension can provide best practices and next steps for different stages of the sales pipeline. This ensures that sales reps are always aware of the actions needed to move opportunities forward.

  3. Customer Service: When dealing with customer service cases, the extension can push standard operating procedures (SOPs) for common issues. This helps customer service reps handle cases efficiently and consistently.

  4. Data Quality: For maintaining clean and accurate customer data, the extension can push guidelines and reminders about data entry best practices. This ensures high data quality and reduces errors.

Other integrations

Google Drive

OneDrive

Smartsheet

Zapier

Your first step in getting your teams on the same page

And keeping them there.