Salesforce Integration

Salesforce is the ultimate CRM and marketing automation software. X3 will help set-up and integrate your platform.

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Like being organized?

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X3 likes organizing.

Using Salesforce as your main CRM has many advantages. Beginning with the obvious; an organized database of all clients, leads, and projects. Salesforce is a CRM and marketing automation interface that allows complete integration with other services such as MailChimp, SQL, and many of the essential business development programs.

Learn how to map fields, automate consolidation, and integrate survey captures with mail campaigns. The X3 Marketing team can not only help manage these tasks, but teach you how to optimize for future use!

Bi-directional sync with Salesforce means a record of every email open, CTA click, and form submission is at your fingertips. Use this data to score leads and create segmented lists.

Learn how to set-up a Salesforce account.

Even if you don't use Salesforce, X3 will show you how to set up your CRM and optimize for organized, fast results.

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