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Automating processes between customer service and IT to create transparency between the teams that drive customer service priorities and sales opportunities

Deliver Better Customer Service with Better Connected IT

Automating processes between customer service and IT creates transparency between the teams that drive customer priorities and sales opportunities. Additionally, sales teams will also gain insight on current customer service metrics, resulting in meaningful, mindful sales conversations.


Perspectium ServiceInsight is a preconfigured service integration that bonds ITSM applications with Salesforce for insightful customer service and sales use cases. ServiceInsight promotes customer status from IT support team directly into the CRM so that the customer service team has full transparency. As a result, your sales team will have up-to-the-minute support status right before communicating with the customer. Additionally, the IT team is synchronized with customer information as they happen so that support or on-boarding can occur immediately. As a bonus, sales opportunities can be automatically created based on situations in IT support.

  •  When incident is created in ServiceNow, create case in Salesforce and bi-directionally
    synchronize from that point onwards
  •  When account is created in Salesforce, create account/company/customer in ServiceNow
    and bi-directionally synchronize from that point onwards
  •  When a specific service request is created for a customer in ServiceNow, create an
    opportunity in Salesforce

Inbuilt best practices get you up and running fast

Uniform, standard deployment leverages best practices from CRM & ITSM implementations

Native understanding of application data schemas

Including attachments, journal fields, hierarchical tables, and reference fields

Security and privacy right out of the box

Move data without sharing credentials, and even transform the data in-flight

Don't worry about application compatibility - that's our job

Your CRM processes will run smoothly, even when you upgrade (or swap) tools!

Let your Service and ITSM teams use their tool of choice

Because data is automatically replicated, nobody has to switch between tools anymore

Be sure that your data gets to where you need it to be

High availability - even if temporary power and network outages get in the way

Virteva Integrating Salesforce and ServiceNow

Listen to Matt Miller explain how, using Perspectium, Virteva enjoys the simplicity of an integration between Salesforce and ServiceNow.

What are your CRM integrations costing you today?

You are spending a lot more on CRM integrations than you think. Our TCO calculator will figure out how much your integrations are costing you today - and tell you how much they could cost you with Perspectium.