Previously on Showpad's Onboarding Guide...
We covered some of the more advanced features of Showpad, including spotlight messages and announcements. This helps you stay in communication with your users so you can keep them informed of any news they should be aware of.
This time on...
We'll begin to look at two of our Showpad integrations - Salesforce and MS Dynamics. These integrations make it easier for organizations who have on these tools integrated into their workflow. Instead of manually transferring information between the two, these connections allow you to stay in one place without losing the benefits provided by either tool. Showpad customers with the Ultimate plan are able to utilize the Showpad integrations described here. We support the different features of the Salesforce integration on both Classic and Lightning view.
Following this guide will take about 45 minutes. It may take longer depending on the specifics of your current setup and which integrations you will use.
Log Showpad activity in Salesforce
When your reps share content with Showpad, track those as Salesforce Activities. Here you can see details on the share including a link to view the shared content and status.
Auto-provision Salesforce users in Showpad
Streamline your user management process by setting up auto-provisioning with Salesforce. Let users login to Showpad with their Salesforce credentials and automatically create them as a user in your organization's Showpad account. This can be set up to occur just-in-time or on a nightly basis.
Showpad for Salesforce app
Easily view all Showpad activity as Insights in Salesforce. The Showpad for Salesforce app allows users access to all their Showpad data directly in Salesforce. They can also quickly find and share recommended content from the app. Adding a Showpad web tab in your Salesforce environment will make it easier to access Showpad content without losing time.
Integrate with MS Dynamics
If you’re a Microsoft Dynamics user, we have Showpad for MS Dynamics as well that will allow insight on which content is being shared by your customers and prospects. When enabling Showpad tracking, Showpad shares will be logged as task (activity) objects on an MS Dynamics object.
Learn more about how to use Showpad within your MS Dynamics environment
On the next episode...
You're almost at the end of the show! The series finale covers the reporting functionality of Showpad. Learn about how to understand how well Showpad is working for you and your users. Locate gaps and problem areas so you can work to resolve them. If you need to review the table of contents, refer back to the onboarding index.