Windfall & Salesforce: Maximizing Windfall’s Integration
Tuesday, January 28th, at 1:00 PM ET / 10:00 AM PT
What if you could prioritize your sales and marketing efforts based on each prospect’s unique profile, including household wealth, life events, demographics, and career changes?
With Windfall’s Salesforce Integration, you can!
In this upcoming webinar, we’ll be discussing how Windfall’s integration with Salesforce makes it easy to automatically pull third party people data into your CRM to supercharge your workflows. Come learn how to leverage Windfall’s data to qualify and prioritize leads, trigger outreach, and help your sales teams maximize their time and energy.
Join Windfall’s Director of Solutions Engineering, Matt Donahue, and Senior Product Manager, Dan Hoff, as they provide a masterclass on our CRM integration with Salesforce, and discuss how it can enhance your acquisition and retention efforts.
This session will explore:
- An overview of Windfall’s integration with Salesforce
- Best practices for Salesforce Lead, Contact, and Account layouts and User permissions
- Unique ways to leverage people data in custom Lead Grade and other formula fields
- Tips and tricks for supercharging your acquisition and retention efforts and optimizing your marketing and sales workflows
- Bonus: Live demonstrations of sample fields, reports, and dashboards for various use cases
Please fill out the form to save your seat. We hope you and your team will join us!
Presenters
Matt Donahue
Director of Solutions Engineering, Windfall
Dan Hoff
Senior Project Manager, Windfall