How should I use the Leadfeeder and Salesforce integration?
There are as many ways to use the Salesforce integration as there are ways to cut a cake, and none of them are wrong (except for taking the piece right out of the middle - that's just rude)!
It all depends on your organization's needs and the way your day to day business works. However, we have a few examples of how customers slice this integration up!
Use it as a read-only integration.
A flat read-only integration is an excellent option if you are concerned about data conflicting with your own or not standardized precisely as you need it. It is a great way to start if you need to 'feel out' how the integration works!
When you are in the first part of integrating, turn off any data being pushed to Salesforce, in this case, the visit data. This setup will make sure that no information is sent to your CRM automatically. You still have the option to push over information manually or set up automatic pushes later.
Once you have the integration complete, you will be able to see what companies are in your Salesforce instance and which companies are not.
You will also be able to filter on the Salesforce information pulled into Leadfeeder, such as opportunity stage or account owner.
Use Leadfeeder as a lead generation tool.
One of the most popular ways to use our Salesforce integration is for lead generation.
Create a custom feed for companies that visit your site that doesn't already have a Salesforce connection. You do this by using the filter 'Connection to Salesforce' is not 'Automatically matched', and the filter 'Connection to Salesforce' is not 'Connected'.
This feed will contain all of the companies that aren't in your Salesforce instance already!
From there, add other filters that will give you the best leads for your team. For example, filter based on location, industry, and if they visited your high intent pages on your website.
Save that feed (or feeds) and then choose how you want to distribute the information. You can automate the creation of the leads in Salesforce, email them, send a Slack message, whatever works best for your team!
You can create as many of these feeds as you wish! Some organizations create them for each sales representative, others for various geographic areas, and some keep them all in a single feed.
Enrich your sales cycle with Leadfeeder information.
Visit information collected by Leadfeeder can keep you in the loop when potential customers visit your site.
For example, Leadfeeder can filter by the accounts that are 'owned' by specific users in Salesforce. The custom feed would capture all of the companies that you already have a relationship with, or at minimum, are set up and owned in Salesforce.
To create a custom feed for what leads 'owned' in Leadfeeder use the filter CRM' account owner is' and choose the person in the dropdown.
You can choose from multiple options, so if you do not work off of the account level, no worries. Choose what works for you and save the feed!
There are some feeds pre-created based on 'open opportunities' and 'assigned leads,' visible only to the Leadfeeder user to which they belong.
These feeds all help progress the sales cycle along by showing the pages that leads have visited and where they show the most interest!
Sharing information from Leadfeeder with Salesforce and Salesforce users.
You have a few choices when it comes to notifying your team about potential leads.
Email is often the communication of choice for organizations. You can set up notifications on the feed you created by using the email tab and selecting the appropriate contact and when updates are desired!
You can assign the lead/account to a user in Salesforce, subscribe to email summaries or email notifications, get Slack messages, and more.
Even processes can be assigned when available, to trigger a round robin assignment for example.
All of these options are set up within the custom feed settings and all of them can be automated to perform certain actions. Learn more about automations here.
Your organization and use of Salesforce is unique. Your processes and needs are too. Leadfeeder has the flexibility to be molded into a process that works for you.
These ideas may get you started, but if you need more help reach out to your Success Manager or to support via live chat or firstname.lastname@example.org, we are all happy to help make the integration work for you!