Insites can be integrated with Salesforce, and accessed from inside your Salesforce Leads and Accounts.
This is an example Insites report, embedded inside a Salesforce Account:
How Salesforce integration works
Insites seamlessly integrates with Salesforce, empowering your agents to access reports from leads and accounts and giving business analysts the ability to mine Insites data.
- A Salesforce Visualforce component can be added to leads and accounts, allowing agents an at-a-glance view of the business presence, as well as one-click access to go into Prospect’s more advanced features like sharing reports
- Single sign-on allows agents to log into Prospect automatically using their Salesforce credentials. Users can be batch added from Salesforce into Insites
- Data from generated reports is automatically pushed into their record on Salesforce, allowing for powerful data mining and segmentation.
Integration is compatible with the following Salesforce editions: Enterprise, Unlimited, Performance and Developer.
Our integration also works with Salesforce Lightning.
Currently Salesforce integration is only available to Insites Enterprise customers on request.