Optimize your investment in your CRM

Did you know that business development professionals spend an average 5.5 hours per week updating their CRM’s database? Win back time to close more deals.

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Valuations

Drive revenue

Manage complex sales cycles, fill your sales pipeline with new contacts and remain up-to-date.

Teamwork

Discover relationships

Link your organization to your opportunities, contacts, leads and accounts.

Maintain accurate data

Match existing contacts with verified data from BoardEx.

Comparison

Be up-to-date

Gather up-to-date intelligence on the key contacts you need to know.

Seamlessly integrate the highest quality data available for 1.4 million global executives into your Salesforce instance

screenshot of salesforce on laptop

How it works

Search for prospects, then add selected records to your contacts or leads

Highlights

  • Lightning Ready

  • No Limits

  • Multi-Currency

  • Enterprise & Up

  • Person Accounts

Package Contents

  • Custom Objects: 4

  • Custom Applications: 0

  • Custom Tabs: 0

Lightning Components

  • Global: 4

  • App Builder: 0

  • Community Builder: 0

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public, private, and non-profit global organizations
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of global executives and the companies they lead

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new profiles added weekly

We matched the BoardEx data to our CRM database and we are now able to use the information to identify connections and viable prospects for our salespeople to capture new clients.
Executive Director
Large Global Bank

Related Resources

FAQs

The Salesforce App is a window into the full product, showing you profiles of 1.4m people and 1.9m organizations. Customers will be one-click away from further information on the BoardEx platform, which includes tenure, committee, and other data, as well as the Advanced Search capabilities of the full product.

Access to the BoardEx Salesforce App is recommended via SAML authentication, which allows seamless integration between Salesforce and BoardEx. Many of our customers already use SAML for access to both BoardEx and Salesforce independently.
There is only one version of the BoardEx app for Salesforce. This is designed to provide BoardEx profile data for contacts and accounts within Salesforce.
  • Integration is relatively simple, and we have an easy to follow guide to setting up the app. Most customers will test it in a Sandbox environment prior to release on their live installation of Salesforce.
  • The BoardEx Account will need to be set up specifically for Salesforce access and certain fields need to be communicated by the BoardEx Product Technical Support team. The team can help you if you need to set up an account for the client.
  • Concordance with customer Salesforce records with BoardEx records is recommended for optimal results. This matching should be done before roll-out. This process is relatively simple – the customer would send us their list of accounts/contacts with the Salesforce identifier. We have an excellent process for matching these accounts and contacts with BoardEx records.
  • These would then be added to a special field in their Salesforce database.

 

Yes, this is based on the size of your organization. Contact us discuss further.

Factsheet

Guide to BoardEx Salesforce App

Improve your ROI on your CRM system

Get in touch today to learn more about our CRM integration options and how they can optimize your team’s CRM usage.