🚀 We’re thrilled to announce that Baton has joined forces with ClientSuccess! Read the full announcement

Baton offers best-in-category, two-way Salesforce integration

February 3, 2023

Baton’s best-in-class two-way Salesforce integration saves valuable time & helps ensure team alignment between sales ad implementation teams.

Sales and RevOps teams often lack access to critical customer status reports after the sales contracts get signed. This hurts because lags in the implementation process can result in unwelcome delays in revenue recognition and customer dissatisfaction. Since, in most cases, no one gets paid until the software implementation is either complete or reaches a mutually agreed-upon milestone, having unprecedented visibility gains into your company’s onboarding process should garner support for Baton from your company’s top management.

Baton is the undisputed leader in Salesforce integration within the fastest growing category in the RevOps stack, Implementation Management Software. Our two-way Salesforce integration is already used by some of the industry’s best-known unicorns, in part because our ability to customize data exchange and reporting. Yet another example of how Baton radically improves communication among all project stakeholders; replacing tedious manual steps with state-of-the-art automation. 

Super Simple Setup

Unlike some Salesforce integrations, Baton’s setup is fast and requires no custom code. More importantly, only admin-level access to Baton and Salesforce is required to connect these two market leading platforms. Of course, Baton’s CS team will be available to answer any questions you may have, if assistance is required.

Two-way Data Mapping

Baton can automatically import data from mapped Salesforce Object fields as well as export Baton project data to Salesforce objects. And Baton admins can map multiple Salesforce items that are listed under an Opportunity to Baton, and is also customizable. 

Baton’s Salesforce integration now gives you the ability to:

  • Easily configure any Salesforce Object type and criteria to trigger the creation of a Baton Project 
  • Determine which Baton project fields sync to which Salesforce objects, allowing Baton to sync project data into standard and custom fields on most Salesforce Objects. 

 Fields that can be synced from Baton to Salesforce include: 

  • Date/Time
  • Number
  • Currency
  • Text
  • Long-Text
  • Picklist
  • Multi Picklist

Cost Savings:

In addition to having the most useful Salesforce integration, Baton provides you the ability to trigger the creation of a Baton Project from Salesforce without incurring any monthly or annual upgrade fees.  

Baton Now Has What Salesforce Power Users Need:

Once the initial connection between Baton and Salesforce is set up, your Salesforce admin will soon see that there are unlimited ways to move customer-related data between the two platforms, and multiple business reasons to do so. Baton users seamlessly connect pre and post-sale teams.

Ready to integrate Baton with Salesforce?

For more information on the best-in-class Baton Salesforce integration, a step-by-step guide to connecting your Salesforce account to Baton, and instructions for creating new Salesforce Fields to sync with Baton, click here.

🚀 We’re thrilled to announce that Baton has joined forces with ClientSuccess!