Salesforce and FluidReview Integration
- 1. Bring together the power of FluidReview and Salesforce to create a smarter process Today’s webinar FluidReview by SurveyMonkey
- 2. Today’s presenters Jonathan Waldron Senior Sales Engineer FluidReview by SurveyMonkey FluidReview.com Melissa Lavigne Senior Account Executive FluidReview by SurveyMonkey Hannah Cameron Marketing Coordinator FluidReview by SurveyMonkey
- 3. Housekeeping items FluidReview.com Questions? Type them in the comment box below and we’ll answer them at the end of the webinar Copies of the slides will be sent out after the webinar You can also tweet us @GetFluidReview
- 4. To close the loop between your application process and CRM, so you can spend less time moving information between systems, and more time on your mission. FluidReview.com Why are we here?
- 5. FluidReview A leading application management solution that empowers over 650 forward-thinking organizations around the world to collect, review and select the best candidates for their grant, scholarship and enrollment programs. FluidReview.com Salesforce The world’s leading CRM software that helps over 25,000 nonprofit organizations around the world manage and track their relationships with constituents. Leveraging the power of two industry-leading tools
- 6. FluidReview FluidReview.com Salesforce Collect applications (Forms, file uploads, references, payments) Coordinate your process (Organize applications, automate workflows) Select your best candidates (Facilitate and compile reviews, select candidates) Manage relationships (Maintain constituent records, track interactions) Communicate with constituents (Send emails, keep records of communication) Generate reports (Report on activity) Pull Push Better together Leveraging the power of two industry-leading tools
- 7. FluidReview.com How does it help? Why does it matter? Save time and reduce errors by removing manual interactions when moving application and review data into your Salesforce database. Create a more personalized application and review experience by leveraging Salesforce data within your forms. Create richer, more detailed and accurate Salesforce records.
- 8. Who do we work with? FluidReview.com
- 9. Let’s see this integration in action FluidReview.com
- 10. FluidReview.com By leveraging FluidReview and Salesforce, you’ll close the loop between your application and review process and CRM, eliminating data silos. The powerful integration will allow you to: Save time and reduce errors when moving application data into your Salesforce database. Create a more personalized application and review experience by leveraging Salesforce data within your forms Create richer, more detailed Salesforce records with FluidReview
- 11. Learn how you can integrate FluidReview with Salesforce! Book a discovery call today.
- 12. Q & A