One of the most common uses of Pageflex Storefront is the customization, personalization, and ordering of customer-oriented documents.
But what if you want to track these customer communications?
Or what if you don’t want to require your sales team, which is well-trained on using Salesforce, to use a second site for proposal generation?
Many Pageflex Storefront customers are unaware that we offer an integration with the very popular Salesforce.com CRM solution. Here’s what it can do for you.
Your sales team (or your client’s sales team) can produce brochures and proposals that are personalized and contain targeted content based on the data known about any contact within your Salesforce.com CRM system. There are a couple of ways in which you can use these two systems together:
- Use reports from Salesforce.com as your data list for a Data Merge job within Pageflex Storefront.
- Let Salesforce.com users transparently pass from the Salesforce Contact page to Pageflex Storefront where a chosen document (e.g. a sales proposal) can be customized. The document can already be pre-customized using relevant data from Salesforce. And then the user can use form filling to further customize the document and preview it. The finished document can then be ordered for printing or sent to the contact (i.e. customer or prospect) as an email attachment from within Salesforce. Finally, use Salesforce.com to track how many times the recipient opens the email. It’s worth noting that this approach requires the use of the Pageflex PunchOut extension.
Watch a video demo of this second scenario to see how easy it is to use.
If you are interested in learning more about using Salesforce.com with Pageflex Storefront, contact your Pageflex account manager, reseller, or email@example.com.