Seismic and Salesforce Integration Guide 2024
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Simplifying Salesforce Integrations
The value of Salesforce lies in the ability to extend the platform's core capabilities - and integrating third-party tools is the easiest way to do it.
But not all integrations are the same. You need to start with a clear understanding of the resources & skill sets it will require to get it done.
For example, plenty of tools you find from the AppExchange will have native integrations to Salesforce that can be setup and configured by a Salesforce Administrator.
However, the more powerful tools - particularly those with bi-directional syncs, high volumes of data flow, and customization taking place outside of Salesforce - will require you to get involved with APIs. In these scenarios, you'll need to pull in a Salesforce Engineer.
In general, Salesforce is designed to integrate as easily as possible with virtually any SaaS product out there, so while the initial setup may require specialized knowledge, these are typically not large scale, ongoing projects and won't require a ton of maintenance after deployed.
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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
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
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
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
With the integration complete, Salesforce users can now leverage Seismic’s capabilities in content creation, management, and analytics without ever leaving Salesforce.
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
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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.
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