Salesforce Sales Cloud & Guru: Integrated Knowledge For Sales and Marketing Teams

Guru’s Salesforce Sales Cloud integration helps sales reps work smarter by bringing them the knowledge they need to advance opportunities, right where they’re already working: in Salesforce. Sales and marketing teams can use Guru to understand which assets are most valuable at each stage of the buyer journey, and proactively recommend relevant knowledge to coach their teams to win more deals.
Lightning Component
Knowledge Triggers
Content Performance
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Guru’s Salesforce Sales Cloud integration helps sales reps work smarter by bringing them the knowledge they need to advance opportunities, right where they’re already working: in Salesforce
Lightning Component
Knowledge Triggers
Content Performance
Sales
Marketing

How Guru works with Salesforce Sales Cloud

Embed knowledge recommendations into Salesforce

Guru suggests relevant knowledge to sales reps based on the opportunity stage of a deal in Salesforce. Reps receive knowledge recommendations tailored to individual opportunities to help them make informed decisions about which content to send to prospects – all without ever having to leave their Salesforce workflow.

Trigger knowledge for reps to use in Salesforce

Sales and marketing teams can also use Guru’s Knowledge Triggers feature to configure specific recommendations based on content or fields within Salesforce. Knowledge Triggers in Salesforce enable hands-on coaching at scale.

Track knowledge sends and views over Salesforce

Guru helps sales and marketing teams understand which content sales reps send to prospects and which knowledge they reference for any given opportunity in Salesforce. Insight into knowledge views, external sends, and prospect clicks can inform content and coaching strategies.

Support your sales and marketing teams with sales data as soon as they need it

The power of Guru increases exponentially when combined with Salesforce. This integration provides insights into which sales reps are most actively engaging with and sharing knowledge with prospects, which teammates contribute the most useful knowledge in Guru, and which knowledge is most influential on open opportunities in Salesforce. 

How do I integrate Guru with Salesforce

There are several ways to leverage Guru and Salesforce together, and each integration point setup takes only a few clicks. To track Guru content performance in relation to Salesforce opportunities, all you have to do is allow Guru access to your Salesforce account and you’re ready to go. The Guru Opportunity Component is available for install via AppExchange to embed in Salesforce. You can also use Guru’s browser extension to activate Knowledge Triggers on top of Salesforce.

Guru works with the tools you already use