NEW FEATURE

Calixa Chrome Extension for Salesforce

Calixa’s Chrome Extension offers product insights alongside Salesforce workflows.

Joanna Huang

August 30, 2022
·
 min read

Today, we're excited to launch the Calixa Chrome Extension for Salesforce, a free extension that surfaces product and customer data for sales teams. Now you can easily access product insights alongside Salesforce.

Many sales teams use Salesforce as their source of truth when it comes to managing revenue. But in Product-Led Sales, reps need to access valuable product insights usually not found in Salesforce.

Luckily, you don’t have to choose between living in Salesforce or learning a new tool. 

Product-Led Sales in Salesforce

Calixa’s Chrome Extension gives you full customer context without leaving Salesforce. We built this feature because customers wanted to see product insights while working on their daily Salesforce tasks—and now you can! 

This extension auto-detects the accounts and contacts you see in Salesforce. Then it displays a Calixa sidebar view of where these customers are in their product adoption journey.

Salesforce & Calixa Account View

As you view different contacts and accounts, this extension smartly follows along. The sidebar shows you the relevant user or account with no extra steps needed on your part.

Salesforce & Calixa User View

You can also search directly in Calixa for an account or user without leaving Salesforce. The extension’s easy search box helps to eliminate tab jumping while viewing all customer data in one place.

Search within Calixa while in Salesforce

Keeping your source of truth

Oftentimes, too many tools usually lead to too little insight. Since it can be difficult to get a full picture of the customer between fragmented systems, Calixa offers complete views and workflows across all apps (e.g. Salesforce, Outreach, Stripe, Intercom, and the data warehouse) to orchestrate a Product-Led Sales motion at scale.

Gain full product context without disrupting your team’s daily sales workflows. Install the Chrome Extension today.

Ready to see a product-led sales motion in action?
Turn your self-serve funnel into a revenue engine.
Get a demo
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New feature

Calixa Chrome Extension for Salesforce

Joanna Huang
|
Product Marketer
|
Calixa

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August 30, 2022
ReadTime

Today, we're excited to launch the Calixa Chrome Extension for Salesforce, a free extension that surfaces product and customer data for sales teams. Now you can easily access product insights alongside Salesforce.

Many sales teams use Salesforce as their source of truth when it comes to managing revenue. But in Product-Led Sales, reps need to access valuable product insights usually not found in Salesforce.

Luckily, you don’t have to choose between living in Salesforce or learning a new tool. 

Product-Led Sales in Salesforce

Calixa’s Chrome Extension gives you full customer context without leaving Salesforce. We built this feature because customers wanted to see product insights while working on their daily Salesforce tasks—and now you can! 

This extension auto-detects the accounts and contacts you see in Salesforce. Then it displays a Calixa sidebar view of where these customers are in their product adoption journey.

Salesforce & Calixa Account View

As you view different contacts and accounts, this extension smartly follows along. The sidebar shows you the relevant user or account with no extra steps needed on your part.

Salesforce & Calixa User View

You can also search directly in Calixa for an account or user without leaving Salesforce. The extension’s easy search box helps to eliminate tab jumping while viewing all customer data in one place.

Search within Calixa while in Salesforce

Keeping your source of truth

Oftentimes, too many tools usually lead to too little insight. Since it can be difficult to get a full picture of the customer between fragmented systems, Calixa offers complete views and workflows across all apps (e.g. Salesforce, Outreach, Stripe, Intercom, and the data warehouse) to orchestrate a Product-Led Sales motion at scale.

Gain full product context without disrupting your team’s daily sales workflows. Install the Chrome Extension today.