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

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