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:
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.
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.