Salesforce Integration

AppExchange Partner

RO Innovation has maintained a tight, secure integration with Salesforce since the launch of the AppExchange in 2006. This certification means we have been reviewed and validated consistently by Salesforce as following industry best practices for security and integration.

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Do More with Salesforce and RO Innovation

Individually, Salesforce and RO Innovation are impressive platforms. Together, they introduce a whole new level of efficiency and effectiveness to sales, marketing and customer reference teams.

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  • Users access everything they need from one place
  • Boost productivity of sales team
  • Increase usage and adoption of your CRM and RO Innovation investments
  • Ensure salespeople have effective assets at their fingertips
  • Streamline the customer reference request process

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Drive Revenue

Sales reps can access the most relevant references and marketing content without leaving their CRM, so they can send the right materials at the right time.

Leverage Your Best Assets

RO Innovation suggests the best content and references based on the sales stage and details in the CRM opportunity record. Sales reps can spend less time searching and more time closing deals.

Streamline Workflows

RO Innovation expedites new reference requests and customer nominations with automated workflows that can be initiated without ever leaving your CRM.

Contact one of our Salesforce integration experts today