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.