AMA: Integrating Your SaaS Platform with Salesforce

Bring your burning Salesforce and SaaS platform integration questions and try to stump OpFocus’ experts during our office hours on Thursday, September 17th, from 2-3pm ET.

All questions are welcome. Ask me anything!

  • What are common use cases for integrating the core platform with Salesforce?
  • How will integrating the SaaS platform with Salesforce help Customer Success with upsells and preventing churn?
  • How can we automate initial license provisioning and on-going license management, and streamline Customer Success functions?
  • How do we create an actionable 360 view of customer usage & adoption in Salesforce for customer success, sales, and marketing?
  • What processes need to exist in Salesforce to automate license provisioning or feature add-ons?
  • What are pitfalls to avoid when building a two-way integration with my core platform and Salesforce?
  • Is there data I should only keep in the SaaS platform to prevent cluttering Salesforce?
  • I run RevOps and I know our CS and sales team needs an integrated view of the customer. Where do I begin?

We encourage you to submit your questions during registration, so we make sure to cover your topic. This is not a webinar. You will also have a chance to ask questions directly during the session — be prepared to unmute!

This AMA features Jason Curry, Director of Development, representing OpFocus’s all-star development team, who have assisted with custom integration projects for dozens of companies.

 

"OpFocus helped us envision & build an integrated CRM system that would enable us to readily absorb & capitalize on the companies we acquire" - Kurt Brimberry, Manager of Business Analytics and CRM, Harvey Performance Company

Register Now

Save your seat & bring your questions!







By submitting your personal and other information, you are agreeing to OpFocus’s Privacy Policy and Terms of Use.

Thank You.

We have received your request and will contact you via email or by telephone shortly. Visit our blog

We use cookies to make interactions with our website and services easy and meaningful. To better understand how they are used, you can read more about our cookie policy. By continuing to use this site you are giving us your consent to do this.