HaloCRM

HaloCRM Salesforce Integration

Integrate Salesforce with CRM software and keep fully up-to-date with the latest information from your sales team.

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Salesforce Integration

Clients who have used Salesforce system on a long-term basis will more than likely have a goldmine of user information in their Salesforce database. At Halo, we have listened carefully to our customers and have understood that this data is an invaluable resource for them. We have therefore created a customizable integration facilitating it’s use alongside the Halo platform.

Though Halo has it’s own powerful CRM database ready for you to use, our Salesforce integration allows you to smoothly continue to use your Salesforce database within Halo should you wish to do so. Alternatively, you can use the integration to migrate your data straight across to Halo!

Salesforce with CRM software overview

Salesforce is a cloud-based software company providing customer-relationship management services. They also sell a complementary suite of enterprise application focussed on customer service, marketing automation, analytics and app development. 

With the HaloCRM integration, you can import tickets, customers, users, opportunities and any attachments associated with these into HaloCRM from Salesforce. This integration is intended to bring real-time visibility to the support and sales teams so they can gain insight into each other’s work and priorities. With this visibility, you can expect deeper collaboration and increased communication, meaning tickets can be resolved faster and communication with customers becomes seamless.

The Salesforce integration works by mapping display tabs from Salesforce onto tabs within the Halo program. This integration also comes fully equipped with an auto-data synchronisation, saving you time and effort.

How Salesforce with CRM software is beneficial for you

  • Improve visibility of collaboration between teams by gaining real-time access to customer issues.
  • Solve issues faster by bridging communication gaps between teams.
  • Save time by automatically importing data.
  • Ensure complete traceability of issues, customers, users, opportunities, attachments and more.
  • Give your teams complete context about a customer’s history, issues and priorities.

Use Case

Problem
The customer support team uses HaloCRM and the sales team uses Salesforce for all their customer relationship management. When new customers are added to Salesforce, the customer support team have no visibility to these customers issues, priorities, or support requirements.

Solution
Integrate Salesforce with CRM software and HaloCRM will automatically receive all new customer accounts created in Salesforce that are eligible for customer support. This means the customer support team will gain real-time visibility into new customer accounts, therefore improving collaboration and communication between teams whilst saving time by automating the process.

Our product and company has developed over many years based on customer feedback and requirements. If you feel there is another way we could help you in this area, feel free to speak with us about your ideas. We can usually add in new features quickly and free of charge.

To find out about our other integrations available, visit our integration page.

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