Intricately allows your team to seamlessly integrate powerful cloud adoption and usage data to power mission critical operations functions. Operations teams can use Intricately to:

• Simply account assignments within territories
• Reduce sales account planning time
• Provide competitor adoption data, right in Salesforce
• Build Lead Scoring & Routing models on top of relevant insights

And more! Ready to get started?

Integrate with your CRM

Intricately can seamlessly connect with your Salesforce CRM, delivering your teams the data they need, where they need it:

• Check out our Salesforce Connector guide to learn how to enrich your CRM with Intricately data
• Once you've set up the integration, your Sales team can leverage our Salesforce filters in Smart Lists features to identify net-new accounts

Configure Custom Data Views

Easily keep your Sales teams focused on the right data, without cumbersome Salesforce setup:

• With the Intricately Assistant Chrome plugin, your Sales team can easily reference Intricately data as they prospect
• Contact us to set up custom views for the Intricately Assistant, so you can ensure your team is focused on the most relevant data.