How to Integrate Salesforce With Training Software
Salesforce CRM is a cloud-based platform that helps you manage your customer relationships, sales, and marketing. Training software is a tool that helps you create and deliver online courses, quizzes, and certifications.
Watch this quick video guide to understand the integration.
Have you skipped the video? No worries, let's take you through the step-by-step process.
Salesforce CRM and training software can help you to:
- Train and support your customers better with engaging content and personalized feedback.
- Generate, qualify, and nurture leads with training opportunities and incentives.
- Train and monitor your team, partners, and vendors with best practices and industry standards.
Industrial Use-Case
A software company integrates Salesforce CRM with ProProfs Training Maker, a training software that lets you create courses easily. The company uses ProProfs Training Maker to create courses for:
- Teaching new customers how to use the product.
- Supporting and updating existing customers.
- Educating potential customers about the product.
Training employees, partners, and vendors on the product and skills. The company syncs the data from ProProfs Training Maker with Salesforce CRM so that it can:
- Segment course takers based on their course data.
- Send targeted emails and notifications to its customers and prospects.
- Track the impact of its training on its customer and revenue metrics.
- Identify the best practices and areas of improvement for its training.
How to Integrate Salesforce CRM with ProProfs Training Maker:
Step 1: Go to ProProfs Training Maker settings and switch to the integrations tab to find the available integrations.
Step 2: Locate and activate Salesforce. A pop-up will appear. Click Next to proceed.
Step 3: Enter your Salesforce username, password, and security token in the respective fields. Click Next to proceed.
Step 4: Select the Salesforce list which you want to update and click Save.
After you complete the above steps, a popup will appear, informing you that the integration is active. Click OK, and you are all done.
And that's it! If you encounter any issues or have any questions, don't hesitate to reach out to our support team.