Integrate Salesframe into your sales stack
Connect Salesframe to your CRM, content systems and product data so that meetings, materials and analytics flow through the tools you already use.
Salesframe works with Salesforce, Dynamics, Pipedrive, SharePoint and many more.
Connect with your CRM
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Works with your CRM
Salesframe connects to CRMs like Salesforce, Microsoft Dynamics, HubSpot, Pipedrive and others.
We are not here to replace your CRM, we feed it with real meeting and content data so your existing reports and processes get better.
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Log what happened
Salesframe sends key meeting activity straight into your CRM, without extra typing for reps.
You see what was presented and what was agreed, not just a short note added at the end of a long day.
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Know which content moves deals
Salesframe shows which materials get used in meetings.
Marketing and sales leaders finally see which content supports revenue, inside the CRM reports they already use.
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See what customers actually open
Salesframe logs in your CRM what was sent to each customer and what they opened.
You can score and prioritise cases based on real engagement instead of just gut feeling.
Many companies already have a mess of good content in SharePoint or OneDrive, but reps cannot find it. Salesframe connects to those locations and turns them into a sales ready library without asking anyone to move files.
Admins control exactly which folders are exposed to sales and how they are grouped, so reps only see approved, up to date material. You keep your existing structure and permissions, Salesframe just makes it usable in front of customers.
Bring content from SharePoint and OneDrive
When your product information lives in a PIM and your visuals live in a DAM, Salesframe can pull both together and generate always up-to-date sales ready content. Product data like pack shots, SKUs, pricing and key attributes flows into the presentations and materials your teams use, while only approved, tagged assets from your DAM are shown to sales.
You decide which fields, tags and collections are allowed, Salesframe keeps the library in sync across markets so reps always work with the right products and the right visuals.
Connect your PIM and DAM with Salesframe
Want to explore how Salesframe fits with your tech stack?
Need something special, or want Salesframe to talk to an in house system? Our APIs and webhooks let you connect Salesframe to the rest of your stack, from data warehouses and reporting tools to customer portals and internal apps.
You can push meeting and content data out of Salesframe for deeper analysis, or pull in information from your own systems to enrich what reps see in the app. We are happy to work with your IT team or integration partner so the connection is secure, documented and easy to maintain.
