Accelerating Salesforce Integration with Paragon: A Tactic Case Study

技术

应用基础设施与中间件 - 数据交换与集成
应用基础设施与中间件 - 中间件、SDK 和库

适用行业

建筑物
水泥

适用功能

销售与市场营销

用例

楼宇自动化与控制
时间敏感网络

服务

系统集成

挑战

Tactic 是一家提供无代码工具的公司，用于从非结构化数据中提取可操作的见解，该公司面临着将其产品与客户的 CRM 数据集成的挑战。这种集成对于他们的企业收入团队和满足客户的需求至关重要。内部构建集成既耗时又昂贵，导致路线图延迟。

关于客户

Tactic 的客户是高增长科技公司的企业收入团队。其中包括 Workfront (Adobe) 和 GoCardless 等公司。这些客户需要原生 CRM 集成来收集可行的见解并跟踪这些见解对其销售渠道的影响。

解决方案

Tactic 在 Paragon 中找到了解决方案，该平台使他们能够快速轻松地与 Salesforce 等 CRM 系统构建集成。 Paragon 的 SDK 简化了实施过程，可在几分钟内提供身份验证并与 Salesforce 建立工作连接。 Tactic 能够构建安全、低代码的工作流程，将客户的 Salesforce CRM 数据提取到他们的应用程序中。 Paragon 团队的支持和集成专业知识也有助于快速实施。

运营影响

The integration with Salesforce, facilitated by Paragon, has significantly improved Tactic's operational efficiency and customer satisfaction. The ready-made UI provided by Paragon allowed Tactic to embed the integration directly into their app, enabling customers to connect their Salesforce accounts to Tactic with ease. This has not only addressed the previous complaints about the lack of a native CRM integration but also accelerated Tactic's sales efforts. Furthermore, the swift implementation process has boosted the confidence of the Tactic team in providing the enterprise-readiness their customers need for integrating Tactic with their other cloud applications. Looking ahead, Tactic is now eager to integrate more CRMs like HubSpot and other data sources like Google Drive and Slack into their platform.

数量效益

Shipped Salesforce integration in just 5 days, compared to an estimated month or longer without Paragon
Saved 75% of engineering time by using Paragon
Built a working connection with Salesforce within minutes