Salesforce

Develop Client Engagement Strategies and Manage Sales

Don't let the conversation end! With Picktime, you can export your contacts directly into Salesforce, streamlining the onboarding flows.

Get More Salesforce Contacts

Salesforce contacts are automatically updated when an appointment is scheduled through Picktime.

No More Manual Entries

Skip the copy-pasting process! Let Picktime do your work so you can concentrate on providing the best service to your clients.

Do More Without Switching

Picktime will transfer your customer data and appointment history to Salesforce, so you won't need to switch platforms.

If you schedule a meeting with a new client using Picktime, Salesforce automatically creates a new lead. If an existing client schedules an appointment, Picktime will automatically add the appointment details to the existing record in Salesforce. By integrating the two systems, you and your team will be able to concentrate on improving relations with your clients. You will love the smooth data transfer between the platforms. Most importantly, you don't need to switch between platforms to check your client data.

Improves Client Relationships with the Real-Time Sync

Salesforce gives you a 360-degree view of your clients by synchronizing data with Picktime. This will help you improve your sales, marketing, support, and service. You can also customize your approach based on the client's preferences and interactions.

Increases Client Satisfaction Rate Through Onboarding Automation

The automation processes in Picktime, like reminders, help your clients attend appointments at the right time. Similarly, the auto-sync of data helps Salesforce flow smoothly to handle clients' onboarding and tracking renewals. The result? You’ll have faster processes, happier clients, and less manual work.

How to Integrate Salesforce with Picktime?

• Step 1: Open the Integrations tab in your Picktime navigation menu and select Salesforce under CRM integrations.
• Step 2: Click the Connect button to begin the setup. In the pop-up window, log in with your Salesforce username and password.
• Step 3: Click Allow to give Picktime access permissions.

Note:

Make sure each client profile includes a first name, last name, and email for successful contact syncing. If any of these details are missing, the contact may not be able to appear in Salesforce.