Integrating Salesforce with Better Proposals allows you to quickly and easily search for a contact in your CRM account when you're filling in who your proposal is for. This means that you don't have to remember every client's details off the top of your head.
Connecting your Account
To connect your Salesforce account:
- Click the settings icon in the top right and then click 'Integrations'.
- Choose 'CRM' and then 'Salesforce'.
- Click the green 'Connect Salesforce' button and follow the instructions to log in to your account
- Once you're logged in (or if you're already logged in), you'll be sent back to a page that looks like this which confirms that you've connected your account
Searching your Account
Once your account is connected, when you create a new proposal, you will see a new third option to send to 'Someone from my CRM'.
When you click this, you'll see a search box. Simply type part of or the whole name of the company you're looking for and hit the 'Search' button.
Choose the company you're after in the results and then tick the relevant contacts that you'd like this to be sent to (don't worry, you can edit this later).
Click 'Continue' and finish filling in the rest of the details as normal.
Syncing your Proposal to an Opportunity
IMPORTANT: If you had connected the Salesforce integration before 1st February 2019, you'll just need to disconnect and re-connect it to kick this update into action. You can do this in Settings > Integrations > CRM.
Once you've created a proposal using the above search feature, you will be able to sync your proposal to any opportunity associated with that company. Do bear in mind that the opportunity must already exist in Salesforce.
Simply click on the proposal and click 'Sync Salesforce Opportunity' on the right hand side.
This will open a sidebar where you can choose from a dropdown which opportunity you want to sync this proposal to. Simply select the opportunity and then click 'Sync Now'.
Once the opportunity is synced, you'll see a success message and a note will be posted to the opportunity in Salesforce with a link to the proposal. The 'Sync Salesforce Opportunity' button on the right hand side will now say 'Open Salesforce Opportunity' so you can access it directly at any time.
Each time the proposal is opened and then when the proposal is signed, new notes will be added to the opportunity automatically.