ClientPoint now offers an advanced feature that enhances your workflow by automatically updating the status of a ClientPoint to "Won" or "Lost" based on changes made in Salesforce. This integration streamlines the process of tracking opportunities and saves valuable time by ensuring that both platforms are in sync without manual intervention.
Overview of the Feature
This integration is particularly useful for sales teams, as it ensures that the status of the ClientPoint matches the status of the Opportunity in Salesforce. For example, when an opportunity in Salesforce is marked as Won (indicating that the client has agreed to proceed), the related ClientPoint will automatically reflect this change, eliminating the need to manually update it in both systems. The ClientPoint status will also change to Lost if the opportunity is marked as lost in Salesforce.
With this integration, you can enjoy a smoother sales process that provides real-time insights and analytics on both Salesforce and ClientPoint dashboards. This allows your team to effectively monitor the progression of deals and better manage client interactions, all while keeping your data up to date across platforms.
How It Works
The automated status update is triggered when you update an Opportunity in Salesforce. For instance, when you close a deal and mark the Opportunity as Won, the corresponding ClientPoint will also change to a Won status. This enables your team to immediately see the updated status of the deal in ClientPoint without having to manually change the status in both Salesforce and ClientPoint. Here's a scenario to illustrate:
- You have a conversation with a prospect who confirms they’ll be sending over a signed agreement.
- You receive the email confirmation, signaling the opportunity is now moving forward.
- You then log into Salesforce and mark the opportunity as Won.
- As soon as you do this, the related ClientPoint will automatically update to Won, reflecting this success in the system.
- The updated ClientPoint will then show up on your dashboard with the Won status, contributing to the insights and analytics that are tracked in ClientPoint.
Here's how to setup this Salesforce rule:
To enable this automatic status update, you need to create a custom workflow rule in Salesforce. The following steps are required to configure the integration:
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In Salesforce:
- Go to Setup and search for "Workflow" in the Quick Find box.
- Select Workflow Rules.
- Click on New Rule.
- Choose Opportunity from the dropdown menu and click Next.
- Fill the fields in with the following information:
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Create Outbound Message:
- From the dropdown menu, choose New Outbound Message.
- Fill in the required fields, ensuring that you specify the ClientPoint system as the recipient for the update.
- Click Save & New.
- Fill the fields in with the following information:
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Activate the Workflow Rule:
- Once you've configured the workflow and outbound message, select Done on the next page.
- On the final page, click Activate to enable the rule.
Once these steps are completed, your Salesforce system will be set up to automatically trigger status updates in ClientPoint whenever an Opportunity status changes.
Conclusion
The Salesforce integration with ClientPoint's automatic status update feature greatly enhances your ability to track opportunities and manage client interactions. By automating the process of marking ClientPoints as Won or Lost, you eliminate the need for redundant manual updates, reducing errors and improving efficiency. Additionally, the seamless connection between Salesforce and ClientPoint ensures that your analytics are always accurate and up to date.
This integration is ideal for sales teams looking to streamline their workflow and focus more on selling, rather than administrative tasks. For further assistance in setting up or troubleshooting this integration, you can reach out to support@clientpoint.net.