News | 1 min read

Salesforce Connector: Bridging the gap between sales and marketing

Based on IntelligenceBank’s robust API, the Salesforce Sales Cloud Connector directly with the IntelligenceBank platform, providing sales teams with instant access to the latest approved content.

The IntelligenceBank Salesforce Connector Sales enables sales and marketing teams to work more efficiently together. The goal of the connector is to streamline access Salespeople have to approved marketing materials by linking the Salesforce platform with IntelligenceBank DAM.  

SALESFORCE SCREEN (1)

With the IntelligenceBank Connector for Salesforce, sales and customer success managers can:

  • Login to IntelligenceBank marketing platform from within Salesforce
  • Browse and search approved content managed within IntelligenceBank
  • Copy files into Salesforce and automatically link them to the page record they are currently using - such as a lead or opportunity.
  • Download files to their desktop or share them with a public link

When a file is copied into Salesforce's file library, it is automatically linked to the record from where the file is copied. Additionally, all actions conducted by Salesforce users within the IntelligenceBank Connector for Salesforce will appear in the usage reporting within IntelligenceBank, enabling Admin users to track and report on which files are being used within Salesforce.

This represents yet another initiative from IntelligenceBank to support business productivity and transform today’s marketing operations. 

According to Tessa Court, CEO IntelligenceBank, “Digital transformation is a priority for not only CMOs today, but the entire C-Suite Management team. We recognize this and are providing extensions to our platform to facilitate deep connections between systems.”

To learn more the IntelligenceBank Connector for Salesforce, contact us.