Benefits of Integrating Salesforce and Seismic

Seismic offers an AI-powered Sales Enablement, training, and coaching platform enabling Sales and Marketing teams to engage buyers and grow revenue. Since the majority of Seismic Customers are running Salesforce CRM, this is an essential integration to get right and offers a range of benefits in doing so.

Increased Sales Productivity and Effectiveness

• Sales Reps gain mobile access to Seismic content libraries through Salesforce for quicker access to approved materials
• Presentations and other collateral can be dynamically created using latest Salesforce data
• Matching relevant content with opportunities and accounts is streamlined and automated

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Improved Marketing Processes

• Automated workflows push approved content from Seismic into Salesforce
• Marketing campaigns, reports, and analytics are powered by up-to-date content
• Content production timelines are reduced through content reuse

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Greater Visibility into Learning and Enablement

• Dashboards provide leadership visibility into content usage trends
• Analytics trace adoption rates across learner groups
• Tracking sales readiness and ramp-up time for new hires

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Enhanced Scalability and Governance

• CPQ integration centralizes quoting across sales teams for consistency
• Content workflows ensure brand standards and compliance
• Changes sync across platforms in real-time

How to Integrate Salesforce and Seismic

Integrating Seismic into your Salesforce instance requires careful planning and execution.

Here are the key steps to get started:

• Install Seismic in a Salesforce sandbox first to test integration before deploying to production
• Ensure you have Seismic’s installation guide for reference throughout the process
• Assign permission sets in Salesforce for 3 types of Seismic users after integration: administrators, standard users, and reporting users. Each role has different levels of access.
• Access the Seismic app and tab now available directly within Salesforce through an embedded experience
• Existing Seismic users will have their email addresses matched for easy authentication
• Key user data fields will sync from Salesforce into Seismic profiles to enable a seamless experience
• New Salesforce reports provide visibility into Seismic learning analytics and usage

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With the integration complete, Salesforce users can now leverage Seismic’s capabilities in content creation, management, and analytics without ever leaving Salesforce.

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Power of Salesforce Integrations

Some integrations to Salesforce are standard, essentially just a pre-requisite to pulling data from Salesforce and pushing activities back into your CRM. Others provide the opportunity for a massive unlock in ROI of your Go-to-Market Systems, delivering exponential value to your Sales Reps by not only boosting productivity but improving the quality of their engagement efforts.

Challenge with Integrations

Many high-growth software companies rely on Salesforce to manage critical business functions from sales and marketing to customer success. As these organizations scale rapidly, Salesforce implementations can become misaligned and limited in meeting evolving needs.

Typically, this begins to occur when there is a breakdown in your Salesforce Integration strategy. This is either caused by inaccurate data flowing into and out of Salesforce or because the number of tools you're integrating with Salesforce grows to the point that your users have a fragmented experience.

Before integrating anything with Salesforce, it's important to look at things from the end user perspective - it can't simply make sense from a business strategy standpoint, it needs to facilitate an easier day-to-day for the people that will be living out of these platforms.

How FoundHQ Can Help with Integrations

FoundHQ matches you with Salesforce Experts that have managed dozens of integrations across as many different companies - and they cost a fraction of a Consulting Firm.

Our team has spent the past decade scaling world-class Salesforce teams. From startups like Dropbox, Ramp, and DoorDash to global enterprises like Michelin, Disney, and Home Depot.

We can match you to the Salesforce Contractors you need.