Turn Sales Data Into Revenue
Unify and automate pipeline data across your sales stack to give teams real-time visibility and close deals faster.
How does SnapLogic enhance sales processes?
Build and maintain a full, accurate sales pipeline
Continuous sync of data across key systems, including CRM, marketing, sales, and customer support, ensures pipeline data is current and trusted, making it ready for forecasting, reporting, and AI-driven insights.
Gain real-time visibility across the revenue lifecycle
By unifying customer, account, and activity data into a single view, sales and revenue leaders get the visibility they need to track pipeline health, identify risks, and act quickly at every stage of the funnel.
Turn connected data into revenue-driving action
AI-assisted integration and automation enable teams to trigger smarter workflows, prioritize the right opportunities, and reduce manual effort, so sellers can focus on closing more deals, faster.
Automate workflows for every stage of the sales journey
New customer onboarding
Automate account creation, CRM updates, and initial outreach by coordinating data across sales, marketing, and customer service systems, ensuring new customers are engaged quickly, and pipeline data stays accurate from day one
Inactive customer offboarding
Continuously identify inactive or at-risk accounts and trigger automated actions to clean up records, re-engage customers, or manage offboarding so CRM data and pipeline reporting remain current and reliable.
Quote-to-cash
Automate and connect contract delivery, approvals, fulfillment, invoicing, and payments to reduce friction, improve visibility into revenue status, and accelerate cash flow.
Support ticket creation and lifecycle management
Automatically create, route, and update support tickets using connected sales and service data to improve response times, maintain customer context, and protect revenue through faster issue resolution.
Become an AgentCreator, Innovation is waiting.
SnapLogic AgentCreator allows you to create LLM-based applications in no time. We created an AI-powered Customer Intelligence Agent that aggregates data from across the business, including contracts, support tickets, usage metrics, event participation, renewal timelines and more. You can leverage our Customer Intelligence Agent or make one of your own!
CASE STUDY
How Televerde Streamlined Sales & Marketing Operations With SnapLogic
Highlights
- 50% reduction in time spent creating integrations
- Easy-to-use platform relieved integration team
- Reduced API call overage costs to $0
CASE STUDY
AgentCreator Delivers Sales Coaching and Instant Insights
Highlights
- More time qualifying deals, less time in Salesforce
- More time engaging with customers, less time taking notes
- Faster deal qualification and real-time Sales coaching
