Optimize your prospecting with WEMET and Salesforce integration

By combining your NFC business cards with Salesforce, you simplify contact management, centralize information, and improve the follow-up of your prospects. Here's how you can take advantage of this CRM integration.

The benefits of connecting Salesforce and WEMET

1. Automating contact entries

Each contact collected through your WeCard is automatically transferred to Salesforce, eliminating manual tasks and avoiding errors.

2. Effective follow-up of prospects

With Salesforce, the information collected is automatically organized and segmented. You can also schedule personalized reminders and follow-up actions.

3. Time saver

Integration removes redundant tasks and allows your teams to focus on more strategic interactions with their prospects.

4. Performance analysis

Take advantage of advanced tools like Salesforce Einstein AI to analyze data, identify promising leads and adjust your prospecting strategies.

Setting up the connection between WEMET and Salesforce

Follow these easy steps to integrate WEMET with Salesforce:

1. Log in to your WEMET account on Pro.wemet.fr.
2. Go to the tab CRM and click “Sign In.”
3. Select Salesforce among the available CRMs.
4. Sign in to your Salesforce account to authorize the sync.

Once configured, each contact scanning your WeCard fills out a form via WeConnect, and the information is added directly into Salesforce.

Example of use: Professional salon

During a trade show, each prospect scanning your WeCard has their information automatically saved in Salesforce. You can then:

• Assign each contact to the right salesperson.
• Schedule automatic reminders.
• Integrate contact into a targeted marketing campaign.

The result: personalized follow-up, effective lead management and increased conversion opportunities.

WEMET-Salesforce Integration FAQ

What types of data are synchronized?

Name, first name, email, phone number, and other essential information. You can also add additional data such as position or company.

Is it secure?

Yes, the integration complies with the most stringent security standards and the GDPR.

Can we customize this integration?

Absolutely. You can set up tags and categories to organize your contacts according to your business strategies.

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The WEMET-Salesforce integration simplifies your commercial prospecting by automating contact management and strengthening your follow-up capabilities. Adopt this solution to optimize your efficiency and increase your conversion rates.