Perspectium SalesInsight is a preconfigured service integration that bonds ITSM applications with Salesforce for insightful sales and account management use cases. SalesInsight promotes customer status from IT support team directly into the CRM so that the sales team has full transparency. As a result, your sales team will have up-to-the-minute support status right before communicating with the customer. Additionally, the IT team is synchronized with customer information as they happen so that support or on-boarding can occur immediately. As a bonus, sales opportunities can be automatically created based on situations in IT support.
- When incident is created in ServiceNow, create case in Salesforce and bi-directionally synchronize from that point onwards
- When account is created in Salesforce, create account/company/customer in ServiceNow and bi-directionally synchronize from that point onwards
- When a specific service request is created for a customer in ServiceNow, create an opportunity in Salesforce
