Salesforce is a favorite CRM amongst sales reps because it helps them:

  1. Get their account planning right
  2. Launch email campaigns with ease
  3. Communicate with their prospects seamlessly
  4. Collaborate with teams internally
  5. Automate their mundane tasks

Now, sales reps have one more major reason to use Salesforce and that is the Paperflite-Salesforce integration.

Integrating Paperflite with Salesforce enables sales reps to nurture their prospects at every stage of the buyer's journey with contextual content. It helps sales reps know how their prospects are engaging with their content, i.e., number of views, downloads, re-shares etc.

In this post, let us look at how you can integrate with Salesforce.

Here are 3 simple steps that help you ease into the integration.

Step 1: Downloading Paperflite’s Chrome Extension

Step 2: Setting up in Paperflite

Step 3: Sending Mails & Viewing Content Engagement

Step 1: Downloading Paperflite’s Chrome Extension

On your Google chrome browser, head over to the Google Web Store (https://chrome.google.com/webstore/search/paperflite) and search for Paperflite’s Chrome extension.

Click on ‘Add to Chrome’ to add the extension.

Then, click on ‘Add extension’.

The extension will now be added to your Chrome browser.

Now, click on the "Paperflite extension for Chrome" icon on your browser menu and login with your Paperflite credentials.

Once you’re logged in, you will notice a glimpse of all your assets in Paperflite on the extension.

Step 2: Setting up in Paperflite

This is a one-time task that sales reps need to perform.

Log in to your Paperflite account, go to Settings and click on Integrations.

Then, activate the Salesforce integration.

Authenticate the Salesforce integration.

Make sure you are logged on to your Salesforce account.

Save your preferences for content engagement by your target audience such as:

  1. A contact/lead views an asset
  2. A contact/lead views a collection
  3. A contact/lead re-shares a collection

Step 3: Sending mails and viewing content engagement

Now, head over to your Salesforce account and you're ready to send an email to your customers. Notice the Paperflite button at the bottom of the mail. Click on the button to open your content in Paperflite.

You can even access your content in Paperflite via the email templates that you have created in Salesforce.

When you have sent your emails, you are now ready to view content intelligence. While you’re in your Salesforce account, scroll down to the bottom of lead/contact/account to track content engagement after you’ve sent mails.

Click on 'Past Activities' to see how they have engaged with your content.

Notice how your customers have viewed an asset, opened a collection or re-shared it.

Now, move back to Paperflite for learn deeper content intelligence.

Click on each asset to know how your target audience has engaged with your content. 

Your integration with Salesforce is now complete.

Still need help? Send us your queries at support@paperflite.com and we'll be glad to assist.

Further reading: Learn how sales content management can shrink the conversion time from an initial pitch to a paying customer.

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