Integrations

Salesforce CRM

Collaborate with your customers on onboarding projects, provide visibility to your implementation teams & hold your customer accountable - all seamlessly with Salesforce
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Salesforce

Optimize Sales-CS hand-off

Create dynamic onboarding projects from templates based on CRM properties as soon as a deal is closed. Take full advantage of Salesforce's Flow builder to tailor workflows precisely to meet your specific needs.

Hassle-free bi-directional Sync with Salesforce CRM & Data Cloud

Sync data seamlessly with BigSteps across  projects, opportunities, tickets, contacts, and accounts. No more manual updates - sparing you valuable time and significantly enhancing productivity.

Effortless automation with Salesforce Flow Orchestration

Set up Salesforce workflows based on customer engagement during onboarding.  More than 20 engagement activities are pushed directly to the relevant Salesforce timeline, be it a opportunity, ticket, contact, or account.

Data driven decisions with Salesforce Customer 360 & Tableau

Enrich Salesforce objects with BigSteps data for insightful reports and dashboards, leveraging a familiar report builder. The integration facilitates quicker creation of reports and dashboards in Salesforce.

 

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Trusted by Salesforce

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Salesforce's Exclusive Partnership with BigSteps (bigsteps.io) for native customers onboarding tools for high performing teams.

In a world where trust is paramount, Salesforce proudly announces its exclusive partnership with BigSteps (bigsteps.io) to bring you native Customer Onboarding Tools. We understand the importance of seamless onboarding for your customers, and that's why we've chosen to collaborate with the best in the industry.

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What our customers are saying!

Seamless & effortless with BigSteps & Salesforce!

 With real-time updates and automated workflows, we've significantly reduced manual tasks, allowing our team to focus more on nurturing client relationships. BigSteps is a game-changer!

Jeff K
Director of Implementation

Integrating BigSteps with Salesforce felt like a match made in heaven. Setting it up was surprisingly smooth, and the bidirectional sync worked like magic, ensuring our data stayed up-to-date across platforms. We were pleasantly surprised by how intuitive it was to use Salesforce's features within BigSteps. Plus, the support team at BigSteps went above and beyond to assist us every step of the way. Their genuine dedication made the entire process feel like a true partnership. It's rare to find a software integration that's both seamless and supported by such a caring team.

Ava Rodney
Revenue Operations Manager

It's not just about the efficiency boost; it's about the way it's transformed our workflow. With everything in one centralized platform, from project details to customer interactions, we've streamlined our processes like never before. Handoffs from sales to customer success are now seamless, allowing us to focus more on delivering exceptional value to our clients.

Sarah H
VP of Customer Success & Operations

Take a big step forward with your customer onboarding needs

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Insights & Resources

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