Seamless Integration with Salesforce


How It Works

Available directly in the Salesforce AppExchange, learn how Ecosystems’ integration with Salesforce helps you achieve these business outcomes:

Seamlessly Handoff Business Cases from Sales to Customer Success plusminus

Link business cases to accounts and opportunities during your sales process to ensure they are passed on to customer success for value realization.


Enhance Team Collaboration plusminus

By adding collaborators directly in Salesforce, everyone on the sales team, from presales engineers to sales leadership, can access the business case.


Enable Uniformity & Continuity Despite Employee Churn plusminus

By tying business cases to accounts and opportunities, a new rep can easily pick up where the deal left off.


Leverage Value Selling Best Practices to Improve Performance plusminus

You can easily locate, learn from, and re-leverage what has worked in the past to repeat successes and grow accounts.


Benchmark Customer & Industry Data plusminus

Access benchmarked data from business cases tied to customer segments and industries within your accounts and opportunities.


Track Adoption of Your Sales Methodology & Value Program plusminus

Ensure you are getting the most out of your investments in sales methodology, training, and enablement by receiving access to an adoption dashboard right in Salesforce.


Measure the Impact of Value Selling plusminus

Enable your entire sales leadership and executive team to track the adoption and impact of your value management program in terms of close rates, deal size, sales cycle duration, discount rates, and more.


Hear from our Raving Fans

See what our clients have to say about their experience with Ecosystems’ robust value management platform.


“The nice thing about the Ecosystems platform is that it’s a great way to be succinct, meaningful, and value-driven… especially when dealing with executive buyers and the teams supporting them.”

Alex Hesterberg

Chief Strategy Officer
(CSO) at Delphix


“From my perspective, value selling being built into Salesforce means you can bring your customers in and engage them more… putting the customer back in CRM.”

Tom Young

Senior Sales Executive


“So would I recommend Ecosystems and using business cases? I would, for anyone that’s interested in understanding the value behind the products and services they sell.”


Senior Salesforce Analyst


Deploys in just
30 minutes


Use Salesforce’s
Single Sign-on


Create & Save Business Cases to Accounts and Opportunities


Automatically post Customer Business Case Input Data to Relevant Custom Fields


Operates within Salesforce Classic, Lightning Experience, and Salesforce1

Interested in learning more?