Boss Insights
By Boss Insights Inc.
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free
- Listed since
- 2024
About Boss Insights
Seamless access to your business customers' data within your CRM
Our Salesforce Connector is a powerful tool facilitating seamless access to business customers’ data within your Customer Relationship Management (CRM) system. This tool has been designed to integrate smoothly with Salesforce, to provide real-time access to crucial customer data. The Salesforce Connector also automates the invitation sending process, saving time and ensuring that no potential lead is missed.
Highlights
- Real-Time Access to Crucial Customer Data With real-time access to crucial customer data, the connector pulls relevant information from Salesforce, such as leads, accounts, opportunities, and contacts.
- Automatic Invitations Once a lead is identified, the Salesforce Connector automatically sends out an invitation to these leads, asking them to share additional data.
Screenshots
Pricing
Free.
Compatibility
- Works with
- Sales Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on February 28, 2024
- Industries
- Financial Services
- Professional Services
- Languages
- English