Salesforce

Salesforce

Integration

Access information across accounts, opportunities and contacts

How it works

Salesforce is a customer relationship management platform for sales, service, and marketing.

The Salesforce integration allows Quench to search through your CRM data, making customer information and sales knowledge instantly accessible. Sales teams can quickly find account details, opportunity status, and customer interaction history without complex CRM navigation. This integration bridges the gap between customer data and other organizational knowledge, creating a more holistic view of business operations.

Features

  • Search deal information
  • Find account histories
  • Access sales content
  • Search support cases
  • Find analytics data

Key Benefits

  • Access customer information and relationship history instantly
  • Find deal specifics without navigating complex CRM menus
  • Get account history and context at a glance
  • Connect sales information with broader organizational knowledge

What You Can Access

  • Deal information and opportunity pipelines
  • Account histories and customer interactions
  • Sales content and collateral
  • Customer support cases and resolutions
  • Reports and analytics data