This article summarizes the superpowers you get by integrating Salesforce and Accord.
Key Takeaways
- Reinforce 10 / 10 sales execution by automatically creating Accords and using validation rules to gate Stage progression.
- Create better visibility into Opportunities by pushing customer collaboration data to Salesforce, and making it easier for your team to fill out Salesforce data fields.
Reinforce 10 / 10 Sales Execution
Automatic Accord Creation
Automatically create an Accord whenever an Opportunity moves to a new Stage. Save AEs and CSMs time and ensure they're following the right process.
Validation Rules
Prevent Opportunities from progressing to later Stages without certain actions being taken in Accord. For example, prevent an Opportunity from progressing to Stage 2 if a Customer hasn't been invited to an Accord.
Data & Visibility
Execution Criteria
Add an exclamation (!) point and reinforce any part of your repeatable Sales / Success process with Execution Criteria, and push the status of the Execution Criteria to Salesforce in real-time.
Report on Accord Data
Push customer-validated Accord data to Salesforce to report on it. This includes data like the number of customers invited and the name of current Stage.
Bi-directional Data Sync
Improve CRM compliance and save your team time by making it easier to update Salesforce data directly from Accord. The slide-out is fully customizable!
%20(1).gif?width=600&height=438&name=accord%20bidirectional%20salesforce%20sync%20(1)%20(1).gif)
Push Customer Events to Salesforce
Whenever a customer takes an action in your Accord workspace, push this event to Salesforce.
Syncing Accord Members and Salesforce Contacts
Associate Accord Members with Salesforce Contacts, and create new Contacts with an unknown Contact is added to an Accord.
View Accords Without Leaving Salesforce
Adding the Accord CRM Card to your Salesforce Opportunity view let's you quickly understand the status of any Accord without leaving Salesforce.
