Prefill Data from Salesforce to Delight Customers & Put an End to Blank Forms for Good

Customer data is your company’s biggest asset. Data tells you who your customers are, what motivates them, and what will keep them coming back.

But if the data is scattered around Salesforce, disorganized, and unable to be actioned, then that asset becomes a liability.

Your sales team is forced to do tedious manual tasks, and your overall productivity plummets. Don’t drown in data.

In this video, we’ll walk you through:

• Our tried-and-true tips for automating workflows inside Salesforce 
• How a more cohesive data experience can boost sales productivity
• How to use your data to create a customer experience that excites and delights