Akita provides a Customer Success solution that works with Salesforce.com

Salesforce.com In Brief
Founded 1999
Founder(s) Marc Benioff, Parker Harris, Dave Moellenhoff and Frank Dominguez
Headquarters San Francisco, California, USA
Price From $3 USD
Website Visit 
Company Profile

Salesforce.com

Salesforce.com is a global enterprise cloud computing business providing customer relationship management (CRM) products, although the company has expanded over the years through a number of acquisitions, including social enterprise. The company is based in San Francisco, California, and was founded in 1999 by Marc Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez.

Salesforce.com products include:

  • Sales Cloud
  • Service Cloud
  • ExactTarget Marketing Cloud
  • Salesforce1 Platform
  • Pardot

Salesforce.com provides other products that include Chatter, Data.com, Work.com, and Desk.com, and also provides a mobile application available for Salesforce1. The company provides training, and certificates in Salesforce.com products, and also created the Salesforce.com Foundation, a philanthropic model.

Salesforce.com offers a large collection of subscription plans on a monthly basis billed annually, depending on the number of users required, starting from $3. The company also offers free trials for various Salesforce.com products to help companies evaluate a particular product, and also offers discounted prices for non-profit organizations.

Data Retrieved

Information We Request

When you connect Salesforce.com with Akita, we automatically collect information on the following:

Deal Every 2 hours
Event Every 2 hours
Note Every 2 hours
Organization Every 2 hours
Person Every 2 hours
Task Every 2 hours
Ticket Every 2 hours
User Every 2 hours
Connection Instructions

How to Connect Salesforce.com and Akita

  • Head to the Integrations section in Akita. You'll find it under Settings (the cog icon ) in the left menu bar.

  • Click the Connect Provider button.

Connect Provider

  • Select Salesforce.com from the list of available integrations.

Salesforce.com

  • Click the link to complete the connection.

Connect

  • That's it – all done!
Integration Results

Your Salesforce.com Customer Data in Akita

  • Once connected, your Akita account will begin populating with your Salesforce.com data.
Bresler's Ice Cream

Ticket Submitted

  • Source Web
  • Priority Medium
  • Status Open
  • Description Hello, I'm having problems adding a new user. Help! Thanks, Janet.
Created on 23 April 2018 @ 02:13 AM
  • This data will appear alongside all your other customer interactions for a 360° view.
Accounts
1762
NPS
-10
MRR
$689,420
  • Segment your accounts based on data from your Salesforce.com account, and from your other business tools.
Ticket Salesforce.com Status Status Open Open AND +
MRR Chargebee More Than > $1000 1K AND +
NPS Delighted Less Than < 7 7

128 Accounts Matched. Save as Segment

  • Define lifecycle stages and make sure customers stay on track.

Onboarding


134 ACCOUNTS
$72,900 MRR

CSM Insight Score
62
Targets 216 / 392 Achieved
Tasks 382 / 588 Achieved
  • Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.
Get the Ball Rolling

First Steps

We'd love to show you Akita in more detail and answer any questions you have about integrating Salesforce.com with our Customer Success platform.

Fill in the form below to schedule a demo and get started with your Customer Success efforts.

Thank you for your interest in Akita!
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Have questions about how Akita Integrates with Salesforce.com?

We'd love to hear them! Just email us at hello@akitaapp.com.