Community insights can provide a lot of value to your company, but getting those insights in front of the people who can benefit from them most has always been a challenge. Not anymore!

Today we’re launching our Salesforce integration for Savannah CRM, which will let community managers share what they’ve learned from the community directly with the sales and support teams who need those insights most.

Get Insights into your Accounts

If you have a community, chances are you already have customers or potential customers active in it. Savannah CRM already connects members to companies and tags conversations with the topics you’ve defined. Now you can embed that information right into your Account pages to see at a glance what your account is interested in.

The Salesforce integration will also show you which members from your account have already been active in your community, when their last activity was, and what their level of engagement has been so far.

Your community team is already leaving notes about members in Savannah CRM. Now you can see those notes too. Get more insights into what people at your account are working on, and what engagements they’ve had already.

Get Insights into your Contacts

The Salesforce integration also provides insights for your individual contacts, showing both their engagement levels across different Projects in Savannah, as well as tags that your community team assigned to that individual.

You can also see who your contact has already been in contact with in the community, who their top contact has been, and how recently they’ve been in contact with them.

Data Protection

As valuable as it is to share information between your community, sales and support teams, protecting confidential information is just as important. That’s why the Savannah CRM integration for has been designed to only share data about a person or company if they already exist in both systems, and doesn’t share discussion texts or personal information. You can read more about the limits places on this integration in our Frequently Asked Questions section.

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