Salesforce

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 Salesforce is a leading customer relationship management (CRM) platform for managing customer interactions across sales, marketing, service, and more. It provides a centralized database for contacts, leads, accounts, and opportunities.  

• Contact Management: Organize customer information for sales teams.
• Lead Management: Capture and qualify new leads from multiple channels.
• Opportunity Tracking: Manage sales pipelines and forecasting.
• Marketing Automation: Create, execute, and track marketing campaigns.
• Customer Service: Case management, knowledge base, and omni-channel support.
• APIs and Integration: Connect with other systems like email, payments, etc.
• Customization: Tailor Salesforce with custom fields, objects, and apps.

• Bi-directional Data Sharing: Sync data between Appian and Salesforce objects in real-time.
• Enhanced Workflows: Trigger flows across both platforms to connect systems.
• Unified Interface: Embed Appian apps and interfaces within Salesforce.
• Rapid Development: Build new Appian apps that integrate Salesforce data.
• Identity Management: Manage user access and profiles across both systems.

• 360° Customer View: Comprehensive customer data from both platforms.
• Increased Efficiency: Streamlined processes leveraging strengths of both platforms.
• Enhanced Workflows: Workflows that span functional teams and systems.
• Unified Experience: Integrated applications and interfaces.
• Flexibility: Leverage strengths of both platforms.
• Reduced IT Dependency: Citizen developers can build integrations.