One Way To Build A More Effective Sales Team

Imagine you're a sales leader at a fast-growing company, scanning through leads to identify key opportunities. But data isn’t syncing smoothly with Salesforce, leaving you with duplicates and missing details.

You’re unsure which leads are fresh or have been contacted multiple times—making it tough to prioritize and build an effective sales strategy.

On top of that, without visibility into your team's workflows, you’re left guessing what’s causing slow response times. This means marketing and customer support teams may not have the latest lead info, which impacts collaboration and personalized follow-ups.

Sounds like a mess? It is. And it’s incredibly common—disjointed data, slow workflows, and poor communication between teams can all hold you back from making the most of your leads.

The good news? These challenges are completely solvable.

With the right strategies and tools, you can empower your sales team to work faster, smarter, and more effectively than ever before.

The Reality for Sales and Revenue Leaders

Sales success isn’t as simple as just hitting a target—there are multiple factors that need to align perfectly for things to fall into place. One mistake or misalignment throws everything off course.

Here are a few of the most common offenders:

• Data Chaos: Is your data scattered, and are teams missing key insights?

• Faulty Information: When your data’s off, your AI tools can’t deliver.

• Slow Processes: When paperwork and manual work eat up your time.

• Disconnected Teams: How can sales, service, and operations collaborate when their tools don’t talk?

Related: Avoid paying for CRM inefficiency

Real Solutions for All-Too-Common Challenges

You're likely nodding your head in a knowing way, having experienced these yourself at way-too-many stops.

So, what do you do?

Single source of truth

Having one clear, trustworthy source of truth transforms your team. By integrating tools with Salesforce, all your data can flow seamlessly, and your team stays updated in real-time. Here's how that can make a world of difference:

• Lead Flow: Sync leads automatically, so sales can jump into action right away.

• Opportunity Updates: No more confusion about where things stand—web forms automatically update status across the board.

• Feedback Loops: Customer feedback is instantly tied to their record, empowering your support team to personalize their outreach.

Tackling Bad Data at the Source

Good data is everything—and AI tools like Agentforce only work as well as the data you feed them. But don’t worry—FormAssembly has features to make sure your data stays clean and ready for action. With smart features like:

• Validation Tools: Prevent errors before they happen.

• Prefilled Forms: Data is consistent and error-free, reducing manual input.

• Audit Trails: You can track and monitor for compliance and accuracy.

With all that working together, Agentforce becomes a goldmine for actionable insights, not a blind guess.

Work Smarter, Not Harder

Repetitive tasks waste time—so don’t let your team drown in them. By automating workflows, you can keep productivity sky-high while freeing your team to focus on what matters.

Here’s how:

• Quick Quotes: Automate quoting and instantly sync to Salesforce.

• Effortless Service: Automatically route service requests based on dynamic data, speeding up response times.

Improving Cross-Team Collaboration

Your teams have to work together to succeed. By using real-time, accurate data across departments, collaboration becomes seamless. Sales, marketing, and support can all align with consistent information and clearer insights, getting everyone in sync for smoother workflows.

Taking Your Salesforce Power to the Next Level

FormAssembly helps unlock Salesforce’s full potential by streamlining and automating processes, so tasks like lead capture, opportunity tracking, and customer feedback management flow seamlessly. It eliminates inefficiencies that slow teams down and turns them into opportunities to speed up your workflows. 

Integrating data-driven strategies can significantly enhance your sales team's performance. According to McKinsey Global Institute, data-driven organizations are:

• 23 times more likely to acquire customers

• 6 times as likely to retain customers

• 19 times more likely to be profitable

• 50% more likely to have sales above their competitors

• 6 times more likely to achieve positive returns than competitors

These statistics underscore the critical role of data integration in driving sales success.

By simplifying data integration, teams get the clarity and agility they need to stay on top of their game without the time-draining manual tasks that hold them back.

Ready to push your business forward?

Prove Results

How does this help you? Glad you asked.

Win More Deals

Streamlined workflows and faster response times result in shorter sales cycles, which directly boost close rates. 

FormAssembly's powerful, direct bi-directional integration with Salesforce automates data flow between the two systems. Whether you're populating standard or custom Salesforce objects, FormAssembly helps you save time by updating records in real time—no manual data entry required.

This reduces delays and allows your sales team to respond to prospects more quickly and efficiently, cutting down on time-to-quote and positioning you as the leader during a prospect's buying cycle.

Improve Support

With real-time data syncs and automated routing, customer support teams can address requests faster and more accurately. 

The bi-directional connection between FormAssembly and Salesforce ensures that your support staff has access to the most current customer data, including updated records and custom fields, allowing them to provide personalized, timely solutions.

Plus, FormAssembly can attach files to records in Salesforce, ensuring your customer data is always complete.

Related: Four business cases to invest further in Salesforce

Cut Costs

FormAssembly’s seamless sync with Salesforce cuts down on manual work, making it easier for your team to keep both platforms aligned. 

Whether it’s updating records, scanning for duplicates, or maintaining data integrity, the integration helps eliminate costly mistakes and operational inefficiencies. Since this integration works out of the box with simple configuration, there’s no need for complex technical setups or additional resources.

Your teams stay focused on higher-value tasks as FormAssembly ensures smooth data transfers and updates between systems.

Partnering for Success

FormAssembly is powerful on its own, but when paired with DoubleTrack’s expertise, your team will unlock even more potential.

DoubleTrack specializes in leveraging both Salesforce and FormAssembly to supercharge your workflows, improving sales, customer support, and accuracy, such as with one such client.

Together, FormAssembly and DoubleTrack help you accelerate processes, grow your business, and drive results. Get in touch to learn more!