Now Qlik and Salesforce can be integrated like never before from your dashboard. LLodi allow users to perform new opportunities, change their status, add notes to accounts or create new tasks.
Salespeople can now analyze customers and sales data to better pinpoint prospects for cross-sell and up-sell opportunities, promotions, etc. From your Qlik Platform, you will automatically create leads, tasks and opportunities in your Salesforce account.
Sales managers analyze in their Dashboard the rate of achievement, status of opportunities, possible competitors, etc. and establish the strategy to follow, immediately integrated with their CRM system.
Exploring customer service communications allows you to discover new sales opportunities that will be automatically assigned to the account rep.
The analysis of the clients offers the possibility to carry out their segmentation, the identification of our client profiles, to develop marketing campaigns that are more focused on the needs of each client. Data analysis can generate Salesforce automation processes for marketing activities.