Sync data from Snowflake to Salesforce
Push enriched data from your warehouse into Salesforce CRM for your teams to act upon it
Why send Snowflake data to Salesforce
Most likely, Salesforce is the single source of truth for your sales team. After all, it's where they live on a daily basis, monitoring the sales pipeline, automating/personalizing outreach, and logging interactions. Salesforce only shows your team one view of the customer. In reality, you are most likely collecting product data or web data (i.e. workspaces created, last login date, pages viewed, session length, etc.).
To truly have a 360-degree view of the customer your sales team needs access to this information. The problem is, all of this useful data is only available in Snowflake and this information is only accessible to your technical users who know SQL. Today, your customers, prospects, and leads expect you to have the necessary context before engaging with them. You have probably worked around this problem, by downloading ad hoc CSVs or creating entirely new data pipelines to send data out of Snowflake to Salesforce directly. Building data pipelines is time-consuming and inefficient, and data kept in a CSV format becomes stale extremely quickly.
Your business teams need information in real-time. This is the exact reason you should Sync your data in Snowflake to Salesforce. With product usage data in their hands, your sales team can stop guessing and target your highest value leads and customers based on actions they are taking. Doing this empowers operational analytics and shifts the focus from simply understanding data to actually putting it to work by turning insights into actions in the tools that run your business processes.
Enrich your customers with additional data (ex: company size, ARR, marketing source, blog posts read, product usage, etc.) and keep that data up-to-date automatically.
- Leverage your existing data models (churn rate, ARR, workspaces created, last login, etc) and Sync that information directly to Salesforce for your marketing and sales teams.
- Lower your churn rate by Syncing health scores and churn events to Salesforce so your account executives can take the appropriate actions at the right time.
- Send product usage data directly from Snowflake to Salesforce so your account managers can know exactly what actions are being taken in your app.