Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.Nutshell Integrations
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It's easy to connect Salesforce + Nutshell without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a lead is won.
Triggers when new Activity is created.
Triggers when new Company is created.
Triggers when a new Lead is created.
Triggers when new Person is created.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Creates a new Company.
Creates a new Lead.
Creates a new Person.
Updates an existing Lead.
Salesforce, the cloud computing company and a leader in customer relationship management software, has over 190,000 customers in more than 190 countries (Salesforce.com. With Salesforce’s recent acquisition of Nutshell, an enterprise content management provider, these two companies have enhanced their respective products to achieve better results for the customers.
Salesforce bought Nutshell for $50 million back in 2014 but the deal was closed only in 2016 (VentureBeat. The acquisition of Nutshell will give Salesforce the right to integrate its Customer Relation Management (CRM. and Enterprise Content Management (ECM. sputions. It will allow businesses to access business process automation, e-discovery and document sharing across multiple departments (Salesforce.com.
Nutshell’s ECM spution allows users to store and share files, organize them, and communicate securely within their company’s network. Nutshell also provides analytics on the security of data, which helps enterprises comply with regulations that require them to protect their clients’ private information. The company has 30 employees and has raised $12.5 million in funding so far.
The goal of integrating Salesforce and Nutshell is to improve the efficiency of enterprise processes. The integration of both CRM (Salesforce. and ECM (Nutshell. services will allow different departments within a company to share information on a single platform. This integration will greatly improve the communication between departments. It will enable them to work together and communicate quickly when necessary. This cplaboration will result in more efficient customer service. Nutshell’s analytics also helps Salesforce achieve better customer service.
One benefit of this integration is that it will help businesses save money by decreasing the number of IT workers needed for implementation and maintenance of various enterprise applications. Businesses can also easily manage employee access rights to various applications with less effort now that Salesforce has integrated with Nutshell. In addition, sales teams can use Salesforce’s data on leads, accounts and opportunities to better plan meetings with customers. This will result in improved sales performance.
The process to integrate Salesforce and Nutshell may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.