Syncing Chorus Trackers with Salesforce: Overview
Now that Salesforce has been synced and the Salesforce Package has been installed, you can also sync your Chorus Tracker(s) back to Salesforce. Doing this means you can effectively distribute the relevant information Chorus can provide, it makes sense to push it to where your reps and managers are most often and can easily see it.
For each Chorus recording, the identified Tracker(s) are uploaded to Salesforce and can be used in reporting, workflows, data aggregation and Opportunity management.
Here are a couple examples:
- Enriched Reporting: With Chorus Trackers synced to Salesforce, Executive dashboards, Manager reporting and daily views can be automatically updated based on the latest conversation data.
Pro Tip: Want to learn more? Here is a video to walk you through how to create a report and chart using your Chorus data
- Competitive Deal Insight: By using Tracker Sync, Chorus can provide reps/managers with automatic competitive deal insight in Salesforce.If a Salesforce box is automatically checked on the Opportunity whenever “Competitor 1” is mentioned by the prospect on any call, reps and managers can instantly determine this is a competitive Opportunity. Additionally, the “Competitor 1” field can be used to filter and determine which deals are competitive across the entire pipeline.
Pro Tip: Want to learn more? Here is a video to walk you through how to create reportable Salesforce Opportunity and task fields for Chorus data.
Syncing Your Trackers
You have the option to sync one-off trackers, or sync all of your Chorus trackers. Here’s an article to walk you through those steps.
All done here? Proceed to the next steps in setting up Chorus: