Salesforce CRM integration
Automate workflows and enable your sales team with digital marketing insight that plugs directly into Salesforce CRM
Visualforce component
Give your team Insites
Our Visualforce component puts key digital marketing insights directly onto your Salesforce leads and accounts. Both Classic and Lightning experiences are supported.
Salesforce data fields
Prioritise your best opportunities
Over 200 digital marketing signals are pushed directly to each lead or account in Salesforce, making it easy to perform effective segmentation and prioritisation.
Lead generation
Automate your lead pipeline
Leads that come in through our lead generation audit can be fed directly into your Salesforce CRM. We also support integration using Eloqua, Pardot and Marketo.
Lead generation features
Single sign-on
Manage your users
Insites synchronises your users from Salesforce, making it easy to manage access as your workforce changes.
Join our happy clients
What a team!
“We cannot thank you all enough for your patience, willingness to go the extra mile and attention to detail for a very requirement-heavy partner. We also appreciate the last minute effort to get things running perfectly. What a team!”
We’ve increased our conversions
“Since using Insites, we have seen our conversions for leads generated to closed sales increase noticeably. Not only have our sales teams been able to convert more opportunities quickly, they have been able to generate more appointments.”
An important sales tool
“Without doubt, this is one of the most important sales tools in our sales reps’ hands. By using Insites, sales reps have the confidence that they can convert a business lead into a paying customer more easily”
Insites is the key to success!
“Insites has been responsive to our feedback and enabled features and functionality that align to our business goals. They have worked with our internal development team to add value to our reporting and lead generation tools and offered helpful suggestions on what will get the best performance”
Excellent training sessions
“Thanks again for having conducted an excellent training session for the team today. The feedback I received was that you really managed to make the Insites tool come alive in a meaningful fashion. In particular, the ability to run a comparative report of a prospect without a website vs a competitor who has one was an eye-opener”.