Salez1™ CRM Integrations
Keep your CRM. Add the management insight.
Salez1 works with the CRM systems your sales team already uses. Through direct integrations or Salez1 data ingestion, your CRM information can become the foundation for KPI analytics, historical trends, forecasting insights, pipeline management, and Overall Sales Effectiveness.
CRM Connectivity
Connect Salez1 to your existing sales environment.
Salez1 is designed to sit above your CRM—not replace it. Your CRM remains the system your sales team uses to manage accounts, opportunities, contacts, and activities. Salez1 uses that information to provide a deeper management view of sales performance.
Salesforce
Direct IntegrationSalez1 connects directly with Salesforce to obtain the sales, opportunity, pipeline, activity, forecasting, account, and user information required for Salez1 analytics and management reporting.
HubSpot
Direct IntegrationSalez1 connects directly with HubSpot to capture deal, pipeline, activity, owner, company, contact, and related sales information used throughout Salez1 reporting and analytics.
Zoho CRM
Direct Integration PendingSalez1 support for Zoho CRM is being expanded to provide direct integration with opportunity, activity, pipeline, account, and sales-performance information.
Pipedrive
Direct Integration PendingDirect Pipedrive connectivity is planned to provide automated access to opportunity, pipeline, activity, user, and sales-process information for Salez1 analysis.
Salez1 Data Ingestion
Use Salez1 with virtually any CRM that can produce scheduled reports.
For CRM platforms without a direct Salez1 integration, sales data can be brought into Salez1 through our data-ingestion process using CRM report subscriptions and structured Excel or CSV files.
Create the CRM reports
The required opportunity, activity, account, user, and other sales reports are created within your CRM.
Schedule the report subscription
Your CRM produces the required Excel or CSV files on a recurring schedule.
Salez1 automatically ingests the data
The data becomes part of the Salez1 snapshot, KPI, trend, pipeline, forecasting, and analytics environment.
Set it and forget it
Once the process is configured, recurring data updates can continue without requiring salespeople to change how they work in their CRM.
Salez1 enhances your CRM—it doesn’t ask you to replace it.
Continue using your CRM as the system of record while Salez1 provides the historical visibility, KPI analytics, trends, exceptions, management insights, and coaching intelligence needed to improve Overall Sales Effectiveness.
Connect Your Sales Data
Want to know how Salez1 would work with your CRM?
We can review your existing CRM environment and determine the simplest way to connect your sales information to Salez1.
Discuss Your CRM Integration