Webdam is proud to introduce the Webdam Connector for Salesforce, an integration that helps companies improve sales execution and performance and simplify workflows.
Today, salespeople juggling multi-deal pipelines can’t afford to let things slow down while they hunt for the right piece of content. Or worse, possibly drop the ball on an important deal by sharing incorrect or outdated pricing and collateral.
With the Webdam Connector for Salesforce, sales teams remain productive, working without interruption in the environment they know best. Webdam assets are made directly accessible from Salesforce. Sales teams no longer have to learn to use and navigate less familiar platforms or wade through thousands of search results to find what they need. Content is automatically refreshed so it’s always current. Sales and marketing executives can track where and which assets are linked so you know what’s working in every stage of the sales cycle.
Sharpen the sales tool you use most
Salesforce is consistently ranked as one of the best CRM tools for organizations of all sizes, as evidenced by its leading market share. It provides sales teams with tools to successfully manage the entire sales cycle. As a result, Salesforce has become invaluable to their workflows.
But, results from a recent survey conducted by Demand Gen Report found that sales and marketing professionals felt that poor communication and broken processes were the biggest challenges affecting alignment between the two departments. Interviews with Webdam customers have illustrated these same sentiments.
Mike Dimuzio, Creative Lead at Kelly Services, a leading talent staffing agency, describes it like this. “Our sales team is most productive when they’re working in Salesforce. I want them to find the right materials without leaving their CRM tool, and I want to know what’s working and what isn’t so we can continuously improve the content.”
Sync proven content with sales stage
The Webdam Connector for Salesforce strengthens sales execution by making relevant content, and its associated metadata, searchable from within Salesforce. Assets can then be linked to Accounts, Contacts and Opportunities, providing visibility into which materials are being used and how they perform. Automated syncing maintains the accuracy of linked assets by keeping them up-to-date.
Marketing teams can organize content by sales stage and make carefully curated collections available to search, link and download directly in Salesforce. Assets are more secure because fewer people need direct access to the DAM, limiting opportunities for people to misuse or misplace content.
By making assets available directly in Salesforce, you increase content adoption and use. You also know exactly which assets are being used. You know where content is linked, and can track performance and optimize the use of creative content in the sales cycle – only use assets that are proven to move the needle.
Key features of the Webdam Connector for Salesforce
- Curated collections – Curate a hand-picked collection of assets in Webdam. Make these asset collections, and associated metadata, directly accessible within Salesforce.
- User-based permissions – Set permissions based on Salesforce users’ profile-types to further refine how assets can be used.
- Connected assets – View, link, import or download Webdam assets to Accounts, Opportunities or Contacts in Salesforce.
- Automated sync – Automate nightly or weekly syncs to keep assets and metadata up-to-date.
- Asset tracking – Track assets linked or downloaded through the Connector via Salesforce reporting.
The Webdam Connector is compatible with both Salesforce Classic and Lightning Experience.
Connect your content
The Webdam Connector for Salesforce is an add-on application currently available to all Webdam customers. Contact your customer success manager for more details.
If you’re not a Webdam customer, but are interested in a DAM that extends the ROI of your creative content, click the button below to schedule a demo.