Salesforce a cloud-based software company that provides customer relationship management software and applications focused on sales, customer service, marketing automation, e-commerce, analytics, and application development.
Connect Salesforce and Pano so that your team can view important customer information within the greater context of a Contact’s journey with your organization. When integrated, your teams will always be armed with the most accurate information. No more context switching or hopping between multiple tabs — get the full picture in one place.
- Leads
- Contacts
- Opportunities
- Notes
- Cases
- See a full view of customer interactions across sales, support and any other team.
- Get a quick rundown of the most relevant information before a call.
- Reference prospect information across platforms with one click.
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