CRM Integration

Salesforce Integration

How it works:

Once you have opened a Shark business case session, you can select the Salesforce icon that's within the sidebar. Here you can choose the account and opportunity that you want the business case session added to. It's as easy as that!

This video will give you a step-by-step guide as to how this functionality works:

How to get started:

You will need to get your Salesforce admin team involved at the beginning, however, here is a short video to show how easy it is to set-up:

N.B. To install the app, a password is required. Contact your Shark Finesse account manager for more information.

What we do

At Shark Finesse we have developed an enterprise-grade cloud application to help businesses standardise and simplify their value engagements across the entire customer journey.

Shark, a business value engagement platform used by 1000’s of customer-facing teams globally (e.g. pre-sales, sales, value teams, and customer success) is easy to use, intuitive and usable directly with the customer to negotiate the likely business returns from investing in a solution.

By adopting the Shark approach you will fundamentally transform conversations with new and existing customers, close more business, and differentiate from the competition.