Product
Buyer Intent Data

Collect and use first party buyer intent data in your marketing ops with minimal configuration.
Data Platform

Collect and manage your visitor data with our built-in warehouse capabilities and collection APIs.
Account Reveal

Identify hidden visiting accounts with buying intent to supercharge your pipeline.
Deep Tracking

Precision visitor tracking - Evolved for a cookie-less future.
Lead Alerts

Receive real-time alerts for qualified leads and target accounts as they reach milestones.
Lead Tracking

Track your leads in real-time and use customer data in your marketing operations and sales enablement.
Segment and Qualify Your Leads
Segmentation

Real-time segmentation based on profile, account, and behavioral data.
Lead Scoring

Real-time rule-based lead scoring, predictive modeling, CRM sync
Solutions
Data-Driven Marketing
Customer Journey Tracking

Track the entire journey of your customers as they engage with your content and website events
Buyer Personas

Aggregate touchpoints across channels for unified single customer view. Use this as the single source of truth for scoring and personalization.
Lead Qualification

Qualify your audience in real-time and setup triggers with our visitor intelligence API
B2B Google Analytics Alternative

B2B visitor analytics, event analysis, source/channel information, campaign attribution with real-time reports.
B2B Advertising

Retargeting of qualified audiences, lookalike modeling, MQL replication
For Strategies
Product-Led Growth

Acquisition of PQLs, routing high ACV deals, activating lead milestones
Personalized Marketing

Create real-time audiences. Personalize website expriences for qualified visitors in real-time.
Account-Based Marketing

ABM, B2B retargeting, and experience personalization
Revenue Operations

Unified sales and marketing data and attribution
Departments
Marketing

Solutions for the marketing function
Sales

Solutions for the sales function
Job Roles
Marketing Leadership

Solutions for B2B marketing leaders
Marketing Ops

Solutions for marketing operation executives
Sales Ops

Solutions for sales operations and RevOps leaders
Revenue Marketing

Solutions for CROs and revenue marketing teams
Customers
Plans
Resources
Blog

Learn everything B2B marketing
Integrations

Bring your Sales and Marketing processes together
Bridge

Sync first-party intent data between Marketing and Sales Ops
Help Center

Read support documentation for our product
Docs

API documentation for developers
About

Learn about our mission and values
Marketing Resources

Articles and guides for marketing success
Salespanel Podcast

Tips and tricks from leaders in B2B and SaaS marketing
Knowledge Nuggets and Playbooks

Insights and actionable ideas you can use to step up your game
Login Try it for free

Product

Buyer Intent Data

Collect and use first party buyer intent data in your marketing ops with minimal configuration.
Data Platform

Collect and manage your visitor data with our built-in warehouse capabilities and collection APIs.
Account Reveal

Identify hidden visiting accounts with buying intent to supercharge your pipeline.
Deep Tracking

Precision visitor tracking - Evolved for a cookie-less future.
Lead Alerts

Receive real-time alerts for qualified leads and target accounts as they reach milestones.
Lead Tracking

Track your leads in real-time and use customer data in your marketing operations and sales enablement.
Segment and Qualify Your Leads
Segmentation

Real-time segmentation based on profile, account, and behavioral data.
Lead Scoring

Real-time rule-based lead scoring, predictive modeling, CRM sync

Solutions

Data-Driven Marketing
Customer Journey Tracking

Track the entire journey of your customers as they engage with your content and website events
Buyer Personas

Aggregate touchpoints across channels for unified single customer view. Use this as the single source of truth for scoring and personalization.
Lead Qualification

Qualify your audience in real-time and setup triggers with our visitor intelligence API
B2B Google Analytics Alternative

B2B visitor analytics, event analysis, source/channel information, campaign attribution with real-time reports.
B2B Advertising

Retargeting of qualified audiences, lookalike modeling, MQL replication
For Strategies
Product-Led Growth

Acquisition of PQLs, routing high ACV deals, activating lead milestones
Personalized Marketing

Create real-time audiences. Personalize website expriences for qualified visitors in real-time.
Account-Based Marketing

ABM, B2B retargeting, and experience personalization
Revenue Operations

Unified sales and marketing data and attribution
Departments
Marketing

Solutions for the marketing function
Sales

Solutions for the sales function
Job Roles
Marketing Leadership

Solutions for B2B marketing leaders
Marketing Ops

Solutions for marketing operation executives
Sales Ops

Solutions for sales operations and RevOps leaders
Revenue Marketing

Solutions for CROs and revenue marketing teams
Customers
Plans

Resources

Blog

Learn everything B2B marketing
Integrations

Bring your Sales and Marketing processes together
Bridge

Sync first-party intent data between Marketing and Sales Ops
Help Center

Read support documentation for our product
Docs

API documentation for developers
About

Learn about our mission and values
Marketing Resources

Articles and guides for marketing success
Salespanel Podcast

Tips and tricks from leaders in B2B and SaaS marketing
Knowledge Nuggets and Playbooks

Insights and actionable ideas you can use to step up your game
Login Try it for free

Salesforce

CRM
Sales Tools
Salesforce lead detail view with Salespanel data

Salespanel automatically connects your marketing with Salesforce CRM and update records in real-time with customer information. Use visitor intelligence to qualify and engage visitors in real-time with highly targeted content.

What is Salesforce CRM?

Salesforce is the world's #1 CRM platform. It helps different departments of your business work under one integrated CRM platform. Salespanel automatically connects your marketing with Salesforce CRM and updates records in real-time with customer information.

What can I do after integrating Salespanel with Salesforce CRM?

Automatically create records of new leads and opportunities that are captured from various marketing channels.
Send crucial data intelligence like lead score, quality score, company information, etc. along with all the activities done by a lead or account to the CRM.
Help your sales team identify purchase intent and personalize sales messages by syncing behavioral tracking data and lead scoring metrics directly to the CRM.
Sync every identified lead to Salesforce contacts automatically or selectively sync only qualified leads with help of Segments.
Automatically assign qualified leads to sales reps. Use Segments to route leads to regional salespeople and subject matter experts.
Notify your salespeople in real-time about leads as soon as they are injected into the sales pipeline or when they revisit your website.
Get quality indicators like the lead score, quality score, and lead temperature on Salesforce to help prioritize deals.
Qualify your visitors even if they have never signed up. You can engage and nurture 100% of your qualified visitors instead of just the ones who sign up with highly targeted content both within and outside of your website.
Create flexible marketing automation workflows by plugging Salespanel into your existing ecosystem. Whether you want to create a specific mailing trigger, dynamic website triggers, or an alerting process, Salespanel can help you complete your workflow.
Get B2B analytics to close the sales and marketing loop and generate meaningful reports and share them with your team.
Preview of Salesforce Integration Settings

Preview of Salesforce Integration Settings

How do I get started?

To get started with Salesforce integration, log in to your Salespanel and Salesforce accounts. From the Salesforce Integration, page, Install the Salespanel package on your Production Environment by following on-screen instructions.

Tip: You can use the sandbox environment to set up and test the integration before installing it in the production environment.

Once installed in your production environment, you can control how the integration sends and receives information from Salesforce. Go to Sync settings to configure your workflow.

You can choose if you want to sync visitors as Salesforce Leads or Salesforce Contacts.
Create new Salesforce contacts or only update the data for existing leads.
You can choose which team member to assign leads by default.
You can keep syncing lead data even after they are converted.
On Salesforce, you can configure where you want to show Salespanel data using the page layout from the Object Explorer.
Use the Salespanel data to enhance Salespanel reports.
Preview of Salesforce Integration Settings

Preview of Sync Settings for Salesforce Integration

Preview of Salesforce Integration Settings

Salesforce page layout from the Setup > Object Explorer

Customer Interview

ADvendio is an advertising management SAAS company who help publishers buy and sell ads through their platform on Salesforce. ADvendio uses Salespanel to boost sales productivity and close more deals.

Read story
Resources

Test this integration free for 14 days.

Signup, activate this integration and start improving your sales cycle.

Start trial

Salespanel is the perfect tool for smaller marketing organizations that don’t have internal resources to build up their own data warehouse.

It’s also vital for understanding what’s happening before someone becomes a lead when they talk to your sales team or even outside your CRM system.

Florian Frese
Marketing Lead  Container Xchange

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