Salesforce

Toplyne and Salesforce come together, bridging the gap between sales opportunities and self-serve funnels.

Toplyne’s headless sales AI plugs into your product-analytics stack on one end (find all Toplyne inward integrations here) and continuously qualifies your users based on their behavior within your product, their demographics, company firmographics, and billing data. 

Based on an expected win-rate, and your sales capacity, Toplyne syncs product-qualified leads in Salesforce. You can leverage this integration to:

• Streamlined Sales Operations: Self-serve products are often a double-edged sword. While they build awareness and reach, they also create a substantial amount of noise, making it challenging to identify genuine sales opportunities. The majority of self-serve businesses convert less than 1% of accounts into meaningful sales opportunities, leaving a vast potential untapped. The integration of Toplyne and Salesforce offers a significant breakthrough in this respect. By seamlessly combining the capabilities of Toplyne's behavioral AI engine and Salesforce's CRM system, businesses can distinguish the wheat from the chaff, focusing efforts on accounts that promise real value.
• Improved Lead Identification: Toplyne's behavioral AI engine excels at analyzing a vast range of data to pinpoint promising leads. It combines your first-party data from product analytics, CRM, and billing with third-party enrichment data, creating a comprehensive view of potential sales opportunities. With the integration, these opportunities are surfaced directly within Salesforce. This means that your sales and revenue teams can access this vital information promptly, enabling them to respond quickly and effectively to promising leads.
• Enhanced Conversion Rates: The Toplyne-Salesforce integration isn't just about identifying potential leads; it's also about driving conversions. By providing a more focused view of the sales pipeline, the integration enables businesses to target efforts more effectively, leading to improved conversion rates. By understanding which accounts are likely to deliver value, you can tailor your approach to engage and convert these leads more successfully.

In essence, the integration of Toplyne and Salesforce offers a strategic advantage to businesses. It bridges the gap between self-serve funnels and sales opportunities, providing a more streamlined, efficient, and effective approach to sales operations. It's about more than just combining two powerful tools; it's about creating a new way to drive sales and revenue growth.

How to set up the integration

Integrate Salesforce as a destination and your product analytics as a source by following the documentation listed here.

After both integrations are live, your list of users and accounts will now be visible on your Toplyne dashboard. You’re ready to roll.

Step 1: Within the Monetize tab on your Toplyne dashboard, start by creating a new playbook.

Step 2: Pick who you want to target: Users or accounts.

Step 3: Pick your business goal: Do you want to focus on conversion opportunities or expansion opportunities?

Step 4: You’ll find that all your users have already been segmented into hot, cold, and warm based on their product usage, demographics, firmographics, and billing. Pick the segment you want to target.

Step 5: Apply further business context (“I want to target only users from U.S and Canada” for example”) depending on the nature of your GTM.

Step 6: Narrow down (or expand) your qualified users based on your capacity. You can hold back a percentage of your users as a control group to evaluate the efficiency of your qualification over time.

Step 7: Within GTM applications, pick Salesforce as a destination

Step 8: Pick an object within Salesforce and other parameters to sync to.

Step 9: Select your schedule for sync, name your playbook and you’re all set

Piping hot product-qualified pipeline will start syncing to your Sales teams within Salesforce at the cadence you’ve set, in addition to other parameters and user identifiers you want them to see.