OnTarget Partners, LLC
Salesforce, ZoomInfo, and LinkedIn Sales Navigator Integration & Process Automation Use Case
OnTarget Partners are B2B growth experts offering intelligence for business to improve processes across sales and marketing. In phase four of this partnership, they enlisted TAP Innovations to automate Salesforce processes between their business systems, Zoominfo, LinkedIn Sales Navigator and Salesforce. TAP Innovations is a premier system integrator and solved their automation gap quickly and affordably!
Watch TAP Innovations Solution in action!
The Problem...
Working with three separate systems, OnTarget employees had to pull client requests from Salesforce manually, then extract data from both ZoomInfo and LinkedIn Sales Navigator. Once all of the raw data was collected, it had to be validated with existing information in Salesforce, filtered as new or existing and reentered into Salesforce in the appropriate fields. Manual efforts became extremely time-consuming, so this long-time partner and client enlisted TAP Innovations to reduce efforts and errors.
“The Salesforce training was awesome. It seems you're viewing programs the same as we are and approaching them exactly the way I would.”
TAP Innovations' Solution
TAP Innovations is an HR system integration expert and closed their system integration gap with custom integration and new automated data processes.
- Develop API integrations between Salesforce, ZoomInfo and LinkedIn Sales Navigator.
- Create automation to sort and enter data between systems.
- Transfer and hold data in a secure cloud location.
- Provide ongoing customer and technical service.
Key Digital Tools
TAP Innovations is a premier systems integrator and customer implementations expert for HR, CRM, Financial, LMS, POS, and Healthcare (EMR and PM) software companies. Solutions are easily scalable and repeatable across multiple industries including franchises:
- Bi-directional integrations
- Data transformations
- Data capture
- Bulk data loads to transfer historical data
- Actionable Information through reporting & analytics
TAP Innovations also provides OnTarget Partners with a Salesforce consultant for systems updates and improvements. Working with OnTarget Partners, TAP Innovations recently developed a small business database tool that contains 661,000 business records. More on that project can be found here.
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To see a demonstration and start the conversation, contact us by phone or by using our contact form.
