Data-driven campaigns with Saleforce + Ecanvasser

Elevate your field sales operations by integrating Salesforce with Ecanvasser. Seamlessly capture in-person interactions and enrich your Salesforce CRM with real-time data from Ecanvasser.

For sales teams that prioritize face-to-face engagement, the Salesforce and Ecanvasser integration offers a streamlined solution. Capture essential in-person data—such as surveys and contact information—directly into Salesforce in real time. This integration transforms grassroots input into actionable insights, facilitating informed decision-making.

Traditionally, capturing field data in real time has been challenging, often relying on manual notes and subsequent data entry. The Salesforce and Ecanvasser integration addresses this by equipping your team with robust canvassing tools, ensuring all data from face-to-face interactions flows directly into Salesforce. This empowers your team to track, monitor, and manage field data instantly, leading to more informed and data-driven outreach strategies.

Key Features

• Real-Time Data Synchronization
  ‍Field data collected in Ecanvasser syncs instantly with Salesforce, keeping your CRM updated with the latest contacts and survey responses. Eliminate manual data entry and provide immediate access to information for your entire team.
• Customizable Field Mapping
  ‍Map any field from Ecanvasser to your Salesforce Contacts, including custom fields. Configure the integration to align with your organization’s specific data requirements, ensuring every critical data point is captured and organized as needed.
• Canvass Object and View Configuration
  ‍Easily add a “Canvass” object and tab to your Salesforce navigation, allowing for effortless viewing and analysis of canvassing activities. Customize the view by dragging and dropping fields, ensuring your team has access to all pertinent data.
• Enhanced Field Team Productivity
  ‍For sales teams, this integration boosts productivity by enabling real-time tracking of canvasser activities. Monitor your team’s impact during local events or door-to-door outreach, keeping your community-building efforts on course.‍
• Scalable Solution
  ‍Whether your organization has a small group of canvassers or a large, distributed field team, this integration scales to meet your needs. Ensure consistent data capture across all interactions, fostering community engagement and aligning your team’s efforts seamlessly.

Support

If you have questions about setting up the Salesforce integration or need additional support, the Ecanvasser team is ready to assist. Reach out to us anytime, and we’ll respond promptly.

We encourage you to get a live demonstration so we can walk you through all the features! Get a free demo here

‍

‍