HG Insights' Salesforce Connector

HG Insights’ Salesforce Connector solution enables you to review customized technology insights alongside your existing Salesforce account information. We add technology data from companies in your Salesforce database, allowing you to see products used without ever leaving the Salesforce platform.

With the HG Insights Salesforce Connector integration, you’ll be able to see which technology products a prospective customer uses directly in the Salesforce platform, discern whether they’re a fit for your products, and effectively target and win accounts before your competitors can identify the opportunity.

Features: PRODUCTION & SANDBOX CONNECTIONS: Users can connect and manage multiple Sandbox and Production organizations through the HG Platform, allowing them to perform quality assurance on the companies that will be matched with selected data. DATA REFRESH & ENRICHMENT: Data will refresh automatically on a nightly cadence, or you can select if you would not like HG to automatically refresh data. Data is also enriched via updates and database sync. QUICK-START SUPPORT: Access our services that support training to get you started quickly with setup in Salesforce.