Salesforce integration

About Salesforce

Salesforce is a CRM software solution that allows companies to track opportunities, analytics, customer success and support and a variety of other CRM functions with the ease of cloud storage.

Qollabi integrates with Salesforce to extract data and enrich partner account plans. It allows the users to have all their OKR data centralised in 1 place and to always have the latest numbers in the system.

Salesforce features

  • Synchronize your SF account list with Qollabi
  • Synchronize your SF contact list with Qollabi
  • Import your results and targets from SF reports, opportunities and link them to your OKR in Qollabi

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