In order to use this feature, you must be have Relationship Intelligence as part of your Terminus subscription.
For many sales and marketing organizations, Salesforce acts as a central source of truth and the operating system of your revenue teams. However, the quality of data captured in your CRM is reliant on sales and service reps manually submitting contacts and activities. Because employees are focused on selling, and not on data capture, it’s often difficult for sales and marketing leaders to understand what is happening inside target accounts. And further, companies don’t know which contacts are the driving forces behind key decisions.
With Sigstr’s Salesforce Integration, that all changes. The integration allows you to bring together historical data from Salesforce and real-time relationship data from Sigstr to gain a holistic view of the contacts and accounts that your business depends on. Within Salesforce, leverage relationship intelligence to remove the guesswork around opportunities, see which coworkers provide the best path to every contact and account, and ensure all of the customers and prospects your teammates are emailing are captured in your CRM.
Account & Contact Intelligence
You may have thousands of companies in your Salesforce environment, but how strong is your connection with each account and contact? How are those relationships progressing? Sigstr’s Salesforce Integration allows you to score your relationships with every company and individual in your Salesforce environment based on real, human interactions. By analyzing the email and calendar patterns of all your employees, Sigstr identifies and quantifies the entire universe of relationships that reside in your CRM, all without any added effort from end-users.
- Select the best-fit accounts for your ABM efforts
- Gain alignment with sales around key opportunities
- Monitor how sales are activating key relationships
- Know which contacts inside accounts to target
Salesforce Data in Sigstr
Bring Salesforce’s account and contact data into your Sigstr Relationships environment. By bringing together historical data from Salesforce and real-time relationship data from Sigstr, you gain a holistic view of the contacts and accounts that your business depends on.
Do all of your most important customers and prospects reside in Salesforce? Use Sigstr Relationships to ensure that every contact in communication with your sales and service teams is captured in your CRM. Surface new contacts through employee email and create them in Salesforce with the click of a button. Keep up-to-date without any added effort and never lose a connection as the result of employee turnover.
Once you have the integration enabled, Sigstr will automatically create a custom number field on the Contact Object and on the Account Object called Relationships Scores.
With the integration enabled, Sigstr Relationships will sync relationship scores to any known contact and/or account. Only contacts who have accepted a calendar invite or a 2-way email interaction will receive a score. The account score will factor in all of the relationships between your employees and the employees of an account. Sigstr will increase or decay scores based on the recency & frequency of email communications and calendar meetings.
SFDC Views and Reports
Include the Relationship Score field in your All Contacts. This ensures that if you click on View all contacts in an account, one column will list relationship scores. Set this view as your default sort so that you can monitor which contacts are most engaged with your business.
Include relationship score as a column on key account and contact reports.
Make sure your team understands the value of relationship scores!
Sigstr automatically batches contacts, leads, and accounts into groups of 200. This means that if you have 10,000 contacts in Salesforce, there will be 50 API calls on a weekly basis.
Inversely, Sigstr pulls data from Salesforce on a daily basis, which relies on 12 API calls.