Turning New Ideas Into Actionable Items
Improve decision-making, increase collaboration and communication between various teams with Salesforce integration.
Integration Overview
Innovation is a key driver of business growth and success. By integrating Planbox’s innovation management solution with Salesforce, organizations can improve decision-making, increase collaboration and communication between various teams, and streamline the process of turning new ideas into actionable items.
Benefits
- Greater visibility into the innovation process for management and stakeholders.
- Enhanced ability to track and measure the impact of new ideas on the organization.
- Better alignment of innovation initiatives with overall business objectives.
- Ability to monitor the progress of ideas and assess their impact on sales and revenue.
Features
- Ability to source ideas from won or lost opportunities in Salesforce, turning new wins or setbacks into valuable lessons learned, new features and improvements or ideas for new revenue streams.
- Seamless data sharing between the two systems, providing a unified view of ideas and progress.
- Automated synchronization of Salesforce company information with Planbox for enhanced tech scouting capabilities
Applications
- Monitor Salesforce activity to discover new opportunities, losses or support tickets that can serve as sources of inspiration for new ideas and innovations.
- Import and synchronize Salesforce company information into Planbox to take advantage of Planbox’s tech scouting platform.