Salesforce

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.

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How does

Salesforce

work with Pano?

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.

What data does Pano sync?

Leads
Contacts
Opportunities
Notes
Cases

What are some key use 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.

Connect to Pano

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