What is Salesforce?
Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage their interactions with customers. It’s a suite of software products that allows companies to manage sales, service, marketing, commerce, and IT teams, ultimately improving customer relationships and driving business growth.
Why use the CrankWheel Integration with Salesforce?
The integration makes your sales calls run smoother by adding visuals to your calls. The phone number and email of your Lead or Contact in Salesforce is automatically populated in your CrankWheel control panel, and your interactions with your contacts using CrankWheel will be automatically entered into Salesforce.
What the CrankWheel integration allows you to do
CrankWheel allows you to share your screen with your contacts in just seconds. When sharing your screen, your contacts aren’t prompted with tedious setup prompts or download permissions.
- Launch CrankWheel from a Lead or Contact in Salesforce
- Get contact information from Salesforce pre-filled in the CrankWheel control panel
- Keep tabs on CrankWheel sessions with a contact as an appointment entry added to the Lead or Contact, right in Salesforce
- When a meeting is recorded, a link to the recording is also added to the appointment entry
How to set up the CrankWheel integration with Salesforce
To learn how to set up the CrankWheel integration, please take a look at our Salesforce Integration Setup Guide for users and our Salesforce Integration Guide for admins.
