Salesforce is one of the world’s leading CRM platforms, giving your business a complete overview of customers, leads, and sales processes. By integrating Salesforce with IntraManager Board, you can take your data management to the next level by visualizing your key KPIs live and creating a more data-driven work environment.

Once connected, you can track sales, customer service, marketing, and analytics through dashboards that update in real time. This means you can monitor pipeline development, analyze customer interactions, and ensure your team always works from the latest data.

Salesforce centralizes all your customer data, and with IntraManager Board, you can make this data visual and actionable. Get quick overviews of:

• Sales performance – Track pipeline progress, closed deals, and conversion rates
• Customer interactions – Visualize how your leads move through the customer journey
• Support activities– Monitor response times, customer satisfaction, and open cases from Service Cloud

With notifications, you can be alerted when a deal is closed or when customer satisfaction shifts significantly. Gamification can help motivate your sales team by highlighting top performers and encouraging healthy competition.

Salesforce offers a variety of modules that can be integrated with IntraManager Board, so you get exactly the insights that matter most to your business:

• Sales Cloud – Monitor leads, deals, and pipeline live in your dashboards

• Service Cloud – Track response times, support tickets, and customer feedback in real time

• Marketing Cloud – Analyze campaign performance and customer journeys

• Commerce – Follow trends in e-commerce, buying behavior, and revenue

• Analytics – Turn complex data into actionable insights

Use graphs, gauges, tables, and KPI metrics to make your Salesforce data easy to understand and act on. Share key insights with slideshows on screens across your department to keep everyone aligned.

It’s quick and easy to set up a Salesforce integration:

1. Connect Salesforce and IntraManager Board via our user-friendly setup
2. Sync your customer data so it updates live on your dashboards
3. Customize your views to monitor sales and service performance in real time
4. Use gamification, notifications, and slideshows to engage your team and optimize workflows

Need help getting started? Visit our helpcenter for a step-by-step guide, or contact our support – we’re always ready to help.

Salesforce is one of the world’s most popular CRM platforms, helping businesses manage customer interactions, sales, marketing, and service. With modules like Sales Cloud, Service Cloud, Marketing Cloud, and Analytics, Salesforce enables organizations to work more efficiently and data-driven.

When you combine Salesforce with IntraManager Board, you gain a tool that makes your data more visual and actionable. With live dashboards, notifications, and gamification, you can optimize your strategy and create stronger customer experiences.

With a Salesforce integration to IntraManager Board, you can easily gather, visualize, and analyze your sales and customer data.
Try IntraManager Board free for 30 days and see how it can strengthen your business.

➡ Contact us today and start working smarter.