Get a Quote
  • Step 1
  • Step 2
0% Complete
1 of 2
A list of customers, suppliers, partners or stakeholders
E.g. Excel, inbox, Mailchimp, CRM
E.g. web enquiry > contacted > qualified > presentation > quoted > made sale
Contacts are people that can be part of an Account
E.g. Phone, email, name, address, purchase history, role, lifetime value etc
Accounts are businesses or structures that many contacts may be part of
E.g. Annual revenue, employee count, industry, number of sales etc
E.g. xero, project management, emails, call logging, cases, website etc.
List all systems that need to integrate with Salesforce