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Updates

Introducing our new Salesforce Integration

Latest product updates

Rob McWhirter

Rob McWhirter

Twine now integrates with Salesforce.

We’ve been working hard for the last month to finish our newest integration. The latest release means that, with a bit of help from us, you can configure Twine to feed in fields from your Salesforce system.

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Keeping customer data consistent

For every organisation, customer data is important.

However, the way it is shared across the business is often flawed. Data that doesn’t get transferred from one platform to another and remains stuck in the CRM – owned by the sales team and not passed on to other teams in the organisation.

This means a frustrating time for account management and operations teams and ultimately, poor customer service. At a time when customer service is such an important differentiator, having systems like this in place really does affect a business’s bottom line.

With our Salesforce integration, we change this.

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Perfect for customer portals

The new integration enables you to create widgets that feed in specific Salesforce fields.

This works perfectly for customer portals, enabling your customers to see their account details and the information that you have filed about them.

In the screengrab below, take a look at how an international events company feed in their customer data into their customer portal. It keeps customers up to date with the information that the sales and operations team have about them.

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This goes beyond event portals though.

Anywhere where you need to provide customers up-to-date, in-sync information about their account, you can now use Twine to do so. That might be things like:

  • Members hubs
  • Property management portals
  • Account management portals

Once you combine your Salesforce data with Twine’s knowledge library and social tools, it becomes a powerful integration.

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Better data = better workplace

Technology has the potential to make workplaces better and customer service more efficient. With our new integration with Salesforce, we’re making a big leap in this direction.