Integrations and connectors

Salesforce

This integration gives Salesforce teams direct access to visuals, videos and documents stored in Keepeek. Multimedia content can be associated with customer or opportunity files, enriching sales interactions and presentations.

Keepeek: Centralized, high-performance management of multimedia content

Keepeek allows you to centralize, organize and distribute your multimedia content, ensuring consistency and availability across all media. Teams gain in agility thanks to an intuitive interface and optimized workflows.

Salesforce: The benchmark in customer relationship management

Salesforce is a comprehensive CRM platform that helps companies manage customer data, automate processes and analyze performance. Thanks to its modular solutions, Salesforce supports companies of all sizes as they grow.

How does the integration between Keepeek and Salesforce work?

Synchronization of multimedia content with CRM data

The integration gives Salesforce teams direct access to visuals, videos and documents stored in Keepeek. Multimedia content can be associated with customer or opportunity files, enriching sales interactions and presentations.

Workflow automation

Multimedia files required for marketing campaigns or customer presentations are automatically linked to campaigns or folders in Salesforce. This automation reduces repetitive tasks and errors, while accelerating delivery times.

Real-time updates

Any modification to content in Keepeek is immediately synchronized in Salesforce. Sales and marketing teams always have the latest versions of files, ensuring consistent communication.

Keepeek and Salesforce integration use cases

Enriching marketing campaigns

One company uses Salesforce to plan its campaigns, and Keepeek to deliver eye-catching visuals. Content is integrated automatically, speeding up implementation and ensuring relevance.

Customize sales proposals

Sales teams access visuals and documents via Salesforce to create proposals tailored to each customer. Files centralized in Keepeek enable fast, efficient personalization.

Improved customer support

Customer service uses Salesforce to answer queries and Keepeek to access explanatory content or visual guides. This collaboration enhances customer satisfaction thanks to fast, tailored responses.

Advantages and complementarities of integration

Functional gains

Centralization of customer content and data

Multimedia files and customer information are accessible from a single interface.

Task automation

Up to 35% time savings thanks to synchronized workflows between Keepeek and Salesforce.

Reliable updates

Content is always up-to-date and directly usable, reducing errors and duplication.

Strategic benefits

Increased productivity

Marketing and sales teams focus on high value-added tasks.

Optimized personalization

Campaigns and sales proposals enriched with relevant content increase engagement and conversions.

Cost reduction

Centralized management reduces duplication and unnecessary effort, optimizing operational budgets.

Benefits for various business sectors

Retail trade

Retailers combine their product content with their CRM data to maximize the impact of their marketing campaigns and build customer loyalty.

Fashion and luxury

Brands personalize their campaigns and presentations to reflect their brand image while adapting to customer preferences.

Industry

Companies improve their technical and sales support by associating their multimedia content with their customer or partner files.

Imagine a harmonious collaboration between your visual content and your customer data.

Switch to Keepeek and Salesforce integration and discover the full potential of optimized, high-performance management.

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