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Due to a shipping error, we now have 10,000 plushies we need to give away.
Your team is using questionnaires to qualify leads. The insights from those questionnaires live in one space, like 1up. But the actual deal data lives in Salesforce.
That’s a big gap.
Of course, you want to be able to see the entire deal and relationship with the customer in a single place.
All teams have to do now is connect to 1up for visibility into deal status and size for any RFP/questionnaire you're automating.
Now, you can extend this integration to Salesforce reports and have full visibility into how your RFPs are performing.
Sync your questionnaires with your CRM for a clean workflow - anytime an RFP comes in.
Once that’s done, you’ll be able to track the deal in Salesforce through 1up.
This allows you to view whether a specific questionnaire contributed to a specific deal or whether the deal was lost.
When you hover your search arrow over a questionnaire in 1up, you’ll be able to see the value of any deals from Salesforce. It will give you information about:
Close the loop between your CRM and your discovery process.
If at any time you’re done working with Salesforce, or for some reason want to get rid of a link, you can always highlight the deal and just click “unlink.”
The Salesforce integration will be gone, and you won’t have to see it anymore.
You can customize each field in ways that work with your system. We’re currently working on making this integration smooth and seamless for anyone used to a different visual setup.
And of course, if you want 1up to automate your knowledge, sign up for your 14-day free trial.
We’ll get you up and running in minutes.
Ready to take your RFP process to the next level of automation? Connect 1up with your Salesforce CRM in minutes.
When you link a questionnaire in 1up to a Salesforce Opportunity, the integration pulls in deal-specific information. This includes the deal name, dollar value, owner, close date, outcome (won/lost), and risk score. It gives you a unified view of both discovery insights and sales data in one place.
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