Salesforce

The world's leading CRM platform for managing sales, customer data, and revenue workflows.

Salesforce is the system of record for most enterprise customer relationships, housing account data, ARR, contract terms, contact information, and opportunity history. For post-sales teams, it's the foundation that all other customer intelligence needs to be built on top of.

Magnify's Salesforce integration is one of its most foundational connections, pulling account hierarchy, ARR and renewal dates, contact engagement history, opportunity data, and any custom fields your team uses to classify customers. Magnify writes back to Salesforce as well, updating account health fields, logging AI-recommended actions, and creating tasks for CSMs and AEs based on detected signals.

The result is a Salesforce that stays current and actionable without requiring your team to manually update records, and a Magnify intelligence layer that's grounded in your most authoritative data source.