Hi all, every vendor claims a Salesforce integration and half of them are just a logo on a slide. Our AEs can't see RFP status so proposals are invisible to sales. Which ones actually sync properly in practice?
fair skepticism lol. one catch whoever u pick: ur SF admin has to put the mapped fields on the opp layout or it syncs silently and nobody sees it
Responsive, Loopio and Inventive all have real Salesforce integrations now, so compare depth rather than yes or no. We run Inventive AI's and status and outcomes show on the opportunity, so AEs finally see progress. The layout tip above is the real gotcha, once the mapped fields are on the opp layout it just works. Ask in the demo which objects sync and whether it's two-way for the fields you care about.
can confirm the layout thing, lost a week to it. we only surface status, completion % and due date so it stays clean