Bring your Salesforce reports and dashboards into Workstream to share the right data about customers and sales with revenue-generating teams. Since customers are the lifeblood of any business, empower your customer-facing leaders with the core analytics assets that allow them to better coach and up-level their team. Together Workstream.io and Salesforce are helping you connect to your customers in a whole new way.
You can now add Salesforce to Workstream manually by copying the report URL and adding it to your workspace via the “+ Add New” button in the app and in the Workstream Concierge Chrome extension. Once added, users can click on the asset and be redirected to Salesforce to view the asset natively. You can curate documentation, training videos, and FAQs for your team, and empower your team with conversations on top of your live Salesforce data. Your team will no longer have to hunt down reports and instead can easily access data assets via the Workstream.io repository.
Salesforce is a company that makes cloud-based software designed to help businesses connect with and support customers. They believe that in unity, there is power, and bringing people together changes everything. Dubbed the world’s #1 CRM, Salesforce helps everyone, on every team, share a single source of truth to guide essential conversations. They pioneered the software as a service (SaaS) model by earning customer trust.