Salesforce

Overview

Bring Plox document engagement into Salesforce so account teams see exactly what a buyer has read. Turn viewing behavior into pipeline signal on the records that matter.

What you can do

• Record sync

  Opens and signatures on the account, contact or opportunity.

• Buyer intent

  Surface which materials a prospect actually engaged with.

• Reporting

  Fold engagement into Salesforce reports and dashboards.

How it works

1. 1Connect Salesforce.
2. 2Map documents to records.
3. 3See engagement on the opportunity.