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CRM
Marketing
Sales
Relationship Management
Account Management
Customer Success
Salesforce
Make accounts, contacts and other records launchable in Epi
CRM
Marketing
Sales
Relationship Management
Account Management
Customer Success

Salesforce is a leading customer relationship mangement (CRM) platform for sales, marketing, support and service delivery.

With the Epi Salesforce integration, you can get to your favourite accounts and longlost contacts through the one textbox always available for your query — the Epibar. You can enter the name of the record or a Salesforce ID that you have to hand, and we'll take you straight to the record.

You can configure the integration to include other objects and record types to suit the custom nature of your Salesforce org.

Available to install in Web Launch and Epi Desktop