Salesforce

  • Is a giant database that comes pre-set up with standard object types as well as use of custom objects and fields, opening up utility of apps in Salesforce app store.
  • Can apply complex filtering logic, summarize and group your data, perform calculations, and create sophisticated visualizations of your sales data using dashboards.
  • Is complex enough that fully instrumenting the CRM to work within your org is usually done by a dedicated contractor or a team of administrators.
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How

Salesforce

works

Most Salesforce implementations start (or end) with a dedicated Salesforce administrator configuring all your data to the right format that Salesforce can ingest, then uploading csv lists of existing contacts gathered before Salesforce was introduced. Afterwards, updates to leads, contacts, opportunities, and conversion events are done within Salesforce itself, or by other tools you have installed which send data to Salesforce via built-in integrations. Without integrated tools to update Salesforce when changes to your leads/contacts happen, you need to configure a system to upload updated CSVs daily, or build an ETL pipeline.

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Get more out of

Salesforce

with Orca

Salesforce is also a source of data within Orca, teams can easily use Orca to pipe their company's data out of Salesforce and straight into a campaign in Orca. When you use Salesforce with Orca, you don’t need to build an ETL pipeline or any repeating batch upload processes to keep your Salesforce instance up-to-date, all of your lead data and activities will stay updated in real-time.

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Salesforce

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