PRE-BUILT CONNECTOR

Connect SGGG and Salesforce

ConnectJunction is a pre-built connector that connects Salesforce with SGGG, enabling one-way as well as two-way sync. Our native Salesforce integration has a unique architecture which leverages the power of Salesforce APIs, eliminating manual data entry, delivering real-time visibility into investor, funds and transaction data.

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NO-CODE INTEGRATION

Connect Funding Intelligence to Actionable
Insights

Customer 360 Snapshot

  • Single source of truth aggregating customer data in an easily searchable, accessible and reportable CRM
  • Data integrity is preserved with automated syncing of customer information across both systems, eliminating the need for manual data entry

Unlock & Extend SGGG Insights

  • Frontline and Sales teams can easily access data streaming from SGGG in a single, unified Salesforce interface on both desktop and mobile apps
  • SGGG data brought into Salesforce becomes actionable for management with Salesforce analytics and dashboards

Power AI-driven Analytics

  • Power AgentForce’s AI-driven insights and predictive models with SGGG data
  • Create Salesforce Dashboards and Reports from SGGG Data
  • Automate alerts and notifications in Slack, email or mobile app for funding changes in SGGG

POINT & CLICK INTEGRATION

Unify investor, fund & transaction
data in Salesforce

Zero Code Plug-n-Play Integration

Rapid setup and configuration in a few clicks thanks to 100% Salesforce-native architecture

Point-and-Click Administration

Easily extend the integration to any standard or custom object in Salesforce or SGGG

Real-Time Investor & Fund Data Sync

Keep investor profiles, fund details, commitments, and transactions automatically synchronized across system

Unified Investor View in Salesforce

Give relationship managers complete visibility into investor holdings, commitments, and transaction history through Salesforce reports and dashboards

Automated Workflows

Automated data management leverages insights into investor performance, fund exposure and transaction trends

data sync matrix

SGGG-Template-for-App-Data-Matrix-01

Pricing

Subscription plans

Billed Annually in USD

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Discounted pricing is available for not-for-profits

Growth

Do More in Salesforce with SGGG Data

$395 USD/month

  • Sync Quotes, Sales Orders and Invoices from ERP
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Pro

Enhance SGGG with More Data Sources

$495 USD/month

  • Sync Inventory level for Products to Salesforce
  • Sync Quotes from Salesforce to ERP
  • Automated Sales Order generation
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Plus

Comprehensive Solution for Advanced Needs

$595 USD/month

  • Sync 3rd party Apps (e.g. Shopify)
  • Supports any objects/fields
  • Supports Static IP-based endpoints
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Ready to unlock your data in Salesforce?

Empower users.
Delight customers.

Fuel your AI Agents with real-time insights

Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.

Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.

Access data residing
"as-is" elsewhere.

Avoid expensive integrations

Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.

Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.

Zero-copy
Agentic connections.

Bypass all ETL / data sync pains

The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.

The zero-copy architecture simply queries the data on-demand as and when needed.