Intercom + Salesforce in Large Installations

A Talk by Matthew Brandt and Belinda Burger
Bexio and Bexio

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About this talk

Transitioning from makeshift solutions to a dedicated CRM like Salesforce takes significant effort, especially for smaller companies. Creating a complex and detailed project plan, gathering all requirements, planning the technical integrations, as well as engineering all the data needed, is something that most companies would certainly struggle with due to the sheer volume of work. During this talk, Belinda and Matthew are going to explain how a <100 employee SaaS company rolled out Salesforce and Intercom in an intelligent way. With the help of Xplenty, they were quickly able to create a centralised data warehouse from which everything was controlled. You will understand how they did this so quickly, what kind of benefits this setup brought them and most certainly take away some ideas for your own organisation.

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