Whether you like it or not, Salesforce is ubiquitous. And it's ubiquitous for a reason - Salesforce does a lot and is often THE source of truth on your customers: payments, renewals, churn warnings, upgrade potential. Those are crucial details, and they're often hidden from Support teams, making Support folks dig through a bunch of other tools to find the nugget of info they need.
Usually, anyway. Unless your team uses Yetto.
With a few clicks, customer data flows right from Salesforce into your Yetto conversations. They're pulled from the source when you view the conversation, so you're always seeing the most up-to-date info.
Screenshot of a Yetto conversation with customer data from Salesforce displayed in the sidebar
Connecting to Salesforce gives you immediate context on the person or company you're helping, without needing to search other systems or ask other teams.
"Who does this person work for? Is that company still one of our big customers? Did they upgrade to a larger plan?"
Yetto's Salesforce integration gets you the information you need, when you need it, where you need it. Yetto already connects to Jira, GitHub, and Linear to speed up collaboration with Product and Engineering, and now it streamlines your relationship with Sales, too. So you can get back to solving big problems, with all the info at your fingertips.
The integration is available now to customers in Yetto's beta program. Sign up now to join!
Brian Levine