What Is Salesforce?
Salesforce is a customer relationship management (CRM) platform. The product a sales team works in is Sales Cloud, and its main records are:
- Opportunities. Each deal, with its amount, stage, and close date.
- Accounts and contacts. The companies you sell to and the people at them.
- Leads. People who have not yet been qualified into an opportunity.
- Activity. The tasks and meetings logged against each record.
Salesforce is highly customizable. Many teams add custom fields, and custom objects for things like renewals or statements of work. Larger teams often have an admin whose job is to maintain it.
What Does an IT MSP Sales Team Keep in Salesforce?
The opportunity is the sales team’s record of a deal, from the first meeting to the signature. Once a deal closes, the client’s agreement, tickets, and invoices live in the MSP’s PSA, such as ConnectWise, Autotask, or HaloPSA. Salesforce holds the sale. The PSA holds the service.
The trouble starts when the opportunity stops matching the conversation. A stage that has not moved in a month, a close date that already passed, and a call nobody logged all make the forecast a guess.
Salesforce vs. HubSpot
Both are CRMs, and either one works for an MSP sales team. Salesforce bends further to fit an unusual sales process and is common on larger teams. HubSpot is often quicker to set up and is common on smaller ones.
How Go Fig Works Inside Salesforce
Go Fig is the sales admin for account executives at IT MSPs. You connect it by signing in with your Salesforce account (OAuth) and approving Go Fig’s connected app. There is no API key to create or copy.
- It reads accounts, contacts, leads, opportunities, tasks, meetings, and cases, once a day by default and more often on larger plans.
- It reads your custom objects on request. Tell your solutions engineer which ones matter and they get added.
- It drafts the note and the opportunity update after a meeting, and the follow-up on a deal that went quiet.
- It waits for your OK before it creates or changes anything in Salesforce, unless your team chooses to let that action run on its own.
Salesforce stays your CRM, and your PSA stays your PSA. See the Salesforce integration for exactly what Go Fig reads and writes, or Go Fig for IT MSPs.