About
Salesforce
Integration
Seamless Salesforce Integration for Smarter Sales
Supercharge your sales by bridging the gap between your Salesforce CRM and your daily workflows. By integrating with Salesforce, you’ll unlock:
- Streamlined Call Management: Automatically sync your Salesforce contact lists and call tasks into Bearworks, ensuring no lead is left behind.
- Stay Updated: With bi-directional sync, call notes, dispositions (including custom ones), and meeting summaries are seamlessly pushed back to Salesforce, keeping your CRM fully updated without manual effort.
- Custom Workflows Made Easy: Tailor your sales process with customizable sequence steps based on dispositions, enabling smarter and more efficient lead management.
- Enhanced Visibility for Managers: Track all sales activities, ensuring accountability and clarity across your team.
- Data You Can Trust: Sync key information like Leads, Opportunities, Territories, and Users to maintain a centralized, accurate source of truth
Bearworks doesn’t just integrate; it amplifies your sales efficiency. With features like dynamic prospect filtering, and tools like call suppression, power dialing, and parallel dialing, Bearworks helps you focus on what matters most—closing deals.
How to Set Up
Salesforce
Integration
The Bearworks Salesforce integration can be setup with just a couple clicks. In Bearworks, goto the "Settings" page, then click on the "Integrations" tab. Under the "Salesforce" section, click Integrate.
Salesforce
Support
At Bearworks, your satisfaction is our priority. If you're encountering any issues with our integrations, don't hesitate to reach out. We're here to help and will have you up and running in no time!
