CRM Integration

Put your CRM on autopilot.

 
Salesforce
Data Warehouse
 
Put Your CRM on Autopilot
Data Warehouse

See which integration works best for you.

Simplify your daily CRM efforts with our out of the box and custom
data integration solutions. Discovery Data
works with a wide range of CRM
systems and in-house data repositories to fit our clients' needs.

 
 

Discovery DataLink
for Salesforce

Discovery DataLink™ is an
automated data
integration app for Salesforce that allows you to
obtain
detailed profiles on your records.

 

Learn More

 
 

Custom CRM
Integrations

Connect your CRM system
or data
warehouse to Discovery Data through our
REST API. Contact
us to learn more.

 

Contact Us

Take a quick tour of Discovery DataLink.

Understand Discovery DataLink with our brief video.

 
Watch Video

Discovery DataLink features that work for you.

 

Receive Weekly
Updates
Right in
Salesforce

Discovery DataLink connects our industry database to Accounts, Contacts and Leads that have a CRD/ID. Once linked, data updates take
place weekly.

 
 

Keep Your
Target
Market
Complete

Any firms and reps
we have that meet your Discovery DataLink Audience Criteria and are not already in your CRM will be sent
to Salesforce.

 
 

View Profiles in
Discovery
Data from
Salesforce

The Discovery Data
Profile
button takes you directly to a firm's
or rep's full profile in Discovery
Data to provide the most
current information.

 
 

Link and
Populate
Records
in One Click

Eliminate manual data entry with the Discovery Data Search button. When a new or updated CRD/ID is applied using this feature data updates populate simultaneously.

 
 

Map Discovery Data fields
to Salesforce fields

Your Salesforce Administrator
will map and schedule updates
from Salesforce fields to Discovery Data fields.

 

Select from a long list of Discovery
Data fields for automatic or user approved updates.

 

Apply updates automatically, require user acceptance or a combination of both.

 

Quickly access updates for user acceptance on custom list views.

 

Review a side-by-side comparison of your data and Discovery Data updates.

 
Map Discovery Data Fields to Salesforce Fields
 
 
 

Use a Discovery Data indicator field to
determine which records have updates available

 
 

Linked

 

Updated

 

Update Available

 

Inactive

 
 
 
 

Pending Link

 

No ID

 

Not Found

 
 
 
 
New Firms and Reps
 

Sit back and relax while we populate
new firms and reps

Discovery Data Audience Criteria allows Salesforce Administrators to populate new firm and rep records in Salesforce. Once your criteria is set any firms and reps Discovery Data has that meet your criteria and are not already linked in your CRM system can be added
to Salesforce.

 

See the App in Action

 
 
 

See more information than
what is in Salesforce

View Discovery Data profiles in
Salesforce with one click.

 

View More Profiles

 
Discovery Data Profile Button
 
Discovery Data Profile
 
 
 
 

Add or update records to populate data updates

Find firms and reps to update using the Discovery Data Search button.

 
Add or Update Records
 
 
 

Assist your team in using all app features
with 18 reports and 2 dashboards

 
Dashboards
 
 
 

Interested in Discovery DataLink?

Contact us to learn more or request a demo to see the app in action.

 

Contact Us

 
 
 
Certified Discovery DataLink Consultant
 

“Discovery Data has worked with certified Salesforce consulting and development partner Let's Strategize for many years so it is no surprise it is our first and currently only certified Discovery DataLink partner firm. Let's Strategize has helped us with hundreds of client projects and understands our business and the needs of our clients.”

Bob Herrmann
CEO of Discovery Data

 

Discovery Data Logo

 
 

Connect

Online Form
732-933-1899
info@discoveryco.com
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