Optimize Your CRM Investment
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.
Seamlessly integrate the highest quality data available for
more than 1.5 million global executives into your Salesforce instance.
How It Works
BoardEx’s Salesforce App enables business development teams to access BoardEx data from directly within their CRM. The new enhancements include expanded individual and organizational details, and workflow improvements.
Watch the video below to discover the latest app updates, and to find out how you can enhance your day-to-day workflows with BoardEx data.
Access Thousands of Records of Executive-Level Data
of global executives and the companies they lead
new profiles added weekly
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.
- 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.
Guide to BoardEx Salesforce App