Crossbeam integration

[ruipperez]

Docs

Please find a recap + additional information from our call below.

Link to recording: https://hello.chorus.ai/listen?guid=6fdcc19fdf9142a0bc93bd57bfbd861f)

Salesforce Integration + App

Here are a few help desk articles with more information on our Salesforce integration, Salesforce App, and our feature that allows you to push data into Salesforce.

• Salesforce integration
• Salesforce App
• Pushing Data into Salesforce

As discussed, initially all you need is the first step in order to use Salesforce as a data source for your populations and then you would have to upgrade to one of our paid tiers.

Pricing

Happy to schedule a follow up call to discuss the options in more detail and help make a recommendation.

Please find the two options below that we discussed during our call and you can find more information here.

Connector Tier at $6k

• Unlimited Partners
• 10 Users
• Salesforce App

Supernode Tier at $25k

• Unlimited Partners
• 20 Users
• Salesforce App + Push
• Dedicated CSM
• Access to ALL integrations - more info here.

[ruipperez]

@FloBroderick for visibility

[MiriamMartinezNunez]

Integrated in UAT (integrator user bizops) - Access given to Isa P

[MiriamMartinezNunez]

Deployed in Production - Access given to Isa Pozuelo

Next steps

• [x] Create reports
• [x] Check connections with desired partners
• [x] Access to Jaime, Jatorre and Hugh in SF

[MiriamMartinezNunez]

After reviewed with legal, we are sharing as default 2 fields: Account Name and website

Next steps:

• [x] Train Sales Team
• [x] Access to Sales Team
• [x] Review and modify if necessary the partners we are sharing data with (Miri & Isa) - Done, waiting on Xavi
• [x] Review old csv and remove them if they are not applicable anymore - All csv hidden and will delete next month

[MiriamMartinezNunez]

Drive Folder: https://drive.google.com/drive/folders/1JOBE7RqXK3mzYKB21OdyUiGnU9JpTGd-?usp=share_link

[MiriamMartinezNunez]

• All csv downloaded and saved here: https://drive.google.com/drive/folders/1JOBE7RqXK3mzYKB21OdyUiGnU9JpTGd-
• Populations linked to csv removed from crossbeam
• All csv deleted from crossbeam