Mindmatrix Sales Enablement Software’s Enhanced Integration with Salesforce CRM Virtually Eliminates Salespeople’s Need to Switch Between the Two Platforms

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Mindmatrix - Salesforce Integration makes the CRM a single point of usage for sales across collateral, playbooks, contacts, campaigns and operations.

Mindmatrix - Salesforce Integration brings powerful features of the Mindmatrix platform right into the Salesforce interface.

Mindmatrix - Salesforce Integration brings powerful features of the Mindmatrix platform right into the Salesforce interface.

One of the key factors hampering adoption of a sales enablement program is the salespeople’s need to switch back and forth between their CRM and the new platform. Mindmatrix - Salesforce integration eliminates this need.

The Mindmatrix sales enablement platform now integrates with Salesforce CRM providing salespeople with all the sales tools they need to close leads faster—right from the Salesforce interface. The Salesforce integration now happens at five levels—assets, playbooks, contacts, campaigns and operations.

Mindmatrix sales enablement software already integrates with Salesforce on the contacts front, allowing bi-directional synchronization of lead data and opportunities between the two platforms. The integration has been further enhanced to include assets, playbooks and campaigns.

From the assets perspective, the Mindmatrix-Salesforce integration makes all sales assets (created in the Mindmatrix platform) available also on Salesforce. This eliminates the need for salespeople to navigate back to the sales enablement platform in order to select and use an asset. Salespeople also have the option to create high-impact personalized presentations, proposals, and brochures within the Salesforce application.

This integration also brings sales playbooks to the Salesforce interface providing salespeople with a systematic organization of all the marketing and sales assets that they need when interacting with their prospects throughout the buyer’s journey.

By integrating the campaign module, Mindmatrix now allows users to automatically engage with their leads in Salesforce via smart lead nurturing email and SMS campaigns. Tasks can also be created for sales personnel based on certain lead/contact activity in the Salesforce application. As a result of this integration, users also get complete insight into online activities performed by leads, right in the Salesforce application. They can also generate custom reports from Salesforce data via the Mindmatrix platform.

For the multi-channel sales model, this enhancement also integrates the operational elements by making the sales enablement software’s MDF and lead registration module a part of Salesforce CRM interface.

Harbinder Khera, CEO, Mindmatrix, says, “We believe that one of the key factors hampering adoption of a sales enablement program is the salespeople’s need to switch back and forth between their CRM and the new platform. This enhancement renders that need almost non-existent and will drive greater adoption of the Mindmatrix software among sales professionals. Mindmatrix–Salesforce integration brings powerful Mindmatrix features to the Salesforce platform thus saving sales professional’s time and helping them respond better to prospect interest. I am sure the sales professionals will appreciate the convenience of using the single Salesforce CRM to perform all their sales tasks."

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Harbinder Khera
MindMatrix, Inc.
+1 412-259-5818 Ext: 1011
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@Mindmatrix
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