Intelligent Sales and Integration into Salesforce with Mindbreeze InSpire

When you think of a successful company, we tend to analyze three key components: the people, the product, and the customers.

While retaining and hiring good people and having an excellent product is critical, this blog will look at the everchanging task of acquiring new customers and using artificial intelligence to help you do so.

We talk a lot about using technology and artificial intelligence as sidekicks to enhance business processes and make human workers more productive and efficient. In the world of sales and customer acquisition, there is no bigger name in the software world than Salesforce right now – the key reason why Mindbreeze offers seamless integration into Salesforce for our customers.

Our Salesforce Integration

Before we dive into the value and the concept of "intelligent sales," it's essential to explain how this works from a technical view.

Here is a snippet from our Mindbreeze InSpire 21.3 release notes to do just that:

As part of our 21.3 release, we have created the innovative option of seamlessly integrating Mindbreeze InSpire Insight Apps into your Salesforce application. Users can now access the full range of functions and services of Mindbreeze InSpire directly in their familiar working environment.

Among other things, this means that users do not have to leave the application to make a search query. If a search query is made, Mindbreeze InSpire automatically extracts both Salesforce-specific documents and content from external connected data sources.

Workplace integration of Mindbreeze InSpire in Salesforce thus creates the ideal basis for comprehensive interaction with the application. From the user's point of view, this opens up numerous opportunities to use the functionalities of Mindbreeze InSpire even more profoundly.

This could be, for example, the automated triggering of a search query when calling up a specific case. If this is implemented, navigation to a case stored in Salesforce ("customer transaction") automatically triggers a search ("zero term search"). In this way, users are provided with additional, context-relevant content.

Another example in this context is the possibility to attach search results to a case. If a user wants to save a specific document from the automatically triggered search results to the specific case, this would be possible by simply clicking on "Attach To Case".

Using Your Data for an Intelligent Approach to Sales

Demands of customers and potential customers are constantly changing and increasing, and to win their business, you need to have a strategic and personalized approach. This puts a lot of pressure on sales teams because there isn't a business to be run without customers. Sales professionals know better than anyone that sometimes you need to get creative and try new strategies just to get the attention of a prospect and go even further to keep their attention – through indirect and direct channels.

Sales teams are often layered into presales, direct sales, and post-sales divisions. However, connection and collaboration between the units are necessary to keep the process fluid and ensure everybody is on the same page. Transformation can be done seamlessly with an AI-powered insight engine and integration into Salesforce.

To personalize sales approaches, the connection of data becomes a requirement. Data connectivity allows sales teams to see the full 360-degree view of prospects and current customers and then shape their strategies accordingly.

• Does a specific customer have upselling potential?
• Is there a problem we need to address with a specific prospect?
• What insights did we get from the last meeting with presales?
• Is reaching out to another person at the company a better approach?

The ability to answer these questions quickly and pinpoint opportunities within the pipeline are game-changers for businesses.

While tracking your leads and communication in Salesforce is highly beneficial, adding more context and knowledge to your customer base has served very promising in the world of sales and marketing – helping companies be more targeted, intelligent, and innovative.

Let us help you capitalize on your knowledge and win more business. Contact our experts today.