WEBINAR

Tuesday, January 27th, 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 and Predictive AI into your CRM to supercharge your workflows. Come learn how to leverage Windfall’s data and AI to qualify and prioritize leads, trigger outreach, and help your sales teams maximize their time and energy.

In this webinar, Windfall’s Head of Solutions Engineering, Matt Donahue, and VP of Revenue Operations, Rick Lindquist, will be exploring:

• 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 with Predictive AI
• 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.