Akita Integrations Directory

Customer Success Software that Integrates With Salesforce.com

Salesforce.com is a global enterprise cloud computing business providing customer relationship management (CRM) products, although the company has expanded over the years through a number of acquisitions, including social enterprise. The company is based in San Francisco, California, and was founded in 1999 by Marc Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez. Salesforce.com products include: - Sales Cloud - Service Cloud - ExactTarget Marketing Cloud - Salesforce1 Platform - Pardot Salesforce.com provides other products that include Chatter, Data.com, Work.com, and Desk.com, and also provides a mobile application available for Salesforce1. The company provides training, and certificates in Salesforce.com products, and also created the Salesforce.com Foundation, a philanthropic model. Salesforce.com offers a large collection of subscription plans on a monthly basis billed annually, depending on the number of users required, starting from $3. The company also offers free trials for various Salesforce.com products to help companies evaluate a particular product, and also offers discounted prices for non-profit organizations.

All Integrations

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Data We Request from Your Salesforce.com Account
Connection Instructions
Salesforce.com + Akita — The Results
Getting Started

Salesforce.com In Brief
Founded	1999
Founder(s)	Marc Benioff, Parker Harris, Dave Moellenhoff and Frank Dominguez
Headquarters	San Francisco, California, USA
Price	From $3 USD
Website	Visit

Data Retrieved

Information We Request

When you connect Salesforce.com with Akita, we automatically collect information on the following:

Deal	Every 3 hours
Event	Every 3 hours
Note	Every 3 hours
Organization	Every 12 hours
Person	Every 12 hours
Task	Every 6 hours
Ticket	Every 3 hours
User	Every 3 hours
Data Adapter	Every 3 hours

Connection Instructions

How to Connect Salesforce.com and Akita

Head to the Integrations section in Akita. You'll find it under Settings (the cog icon ) in the left menu bar.

Click the Connect Provider button.

Connect Provider

Select Salesforce.com from the list of available integrations.

Salesforce.com

Click the link to begin the connection process.

Connect

Within Salesforce.com follow the prompts to approve the Akita integration.

That's it – all done!

Integration Results

Your Salesforce.com Customer Data in Akita

Once connected, your Akita account will begin populating with your Salesforce.com data.

Bresler's Ice Cream

Ticket Submitted

Source Web
Priority Medium
Status Open
Description Hello, I'm having problems adding a new user. Help! Thanks, Janet.

Created on 23 November 2024 @ 09:46 AM

This data will appear alongside all your other customer interactions for a 360° view.

Accounts

1762

NPS

-10

MRR

$689,420

Segment your accounts based on data from your Salesforce.com account, and from your other business tools.

Ticket Salesforce.com Status Status Open Open AND +

MRR Chargebee More Than > $1000 1K AND +

NPS Delighted Less Than < 7 7

128 Accounts Matched. Save as Segment

Define lifecycle stages and make sure customers stay on track.

Onboarding

134 ACCOUNTS
$72,900 MRR

CSM Insight Score

Targets 216 / 392 Achieved

Tasks 382 / 588 Achieved

Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.

Get the Ball Rolling

Want to learn how Akita can save your Customer Success team time?

We'd love to show you Akita in more detail and answer any questions you have about integrating Salesforce.com with our Customer Success platform.

Fill in the form below to schedule a demo and get started with your Customer Success efforts.

Have questions about how Akita Integrates with Salesforce.com?

We'd love to hear them! Just email us at hello@akitaapp.com.