integrate RB2B with SALESFORCE to action OUR signal
Features
Action RB2B's Signal With Salesforce to Trigger Workflows
RB2B's Salesforce integration allows for automated lead assignment, routing, alerts, and personalized email sequences. This streamlines your sales process, ensures timely follow-up, and nurtures leads effectively, increasing your chances of conversion.
Filter Our Signal by Accounts in Your Salesforce Instance
Web traffic is noisy and often times untargeted. If your TAM is in Salesforce, we will send our signal there and only trigger workflows for named accounts in the CRM. If your TAM isn't in Salesforce, you can upload a list of domains, and we'll only send activity from those domains to your CRM.
Alert Your Reps When an Owned Account is on a High-Intent Page
If you have a sales team, both SDRs and AEs should know when an account they own hits your site, and what the prospect is looking at. The reps should internalize that signal and be aware of any outreach that occurs. Repeat signals are as valuable, if not more valuable, than net-new site visits, for both prospecting and working deals down the funnel.
Get White-Glove Implementation
We will help you set up workflows in Salesforce that we KNOW are valuable for your sales team. We can look at what is going on in your CRM and help you determine exactly what workflows you should set up to get the most possible value out of the most important signal that exists - the website visit.