Instant personalization at scale, directly from the CRM.
Storydoc’s Salesforce integration means every prospect brochure can be automatically personalized by pulling the corresponding CRM record data, such as prospect name and region; they have eliminated manual link attachments or generic PDFs.
On top of that, each recruiter’s personal calendar link is automatically added to each brochure, reducing CTA friction and making it seamless for students to book an appointment or submit an application.
Point‑&‑click Salesforce integration.
Connecting the TFA Salesforce account with external tools was a concern for TFA, but connecting their Salesforce account with Storydoc turned out to be a seamless and easy process. “We have a very nuanced Salesforce setup and vendors struggled to properly connect with it in the past. With Storydoc, the Salesforce integration was seamless and simple”, says Taylor.
Storydoc slotted into TFA’s deeply customized Salesforce in days (not weeks). Where prior vendors required heavy developer lift and endless back‑and‑forth, Storydoc’s out‑of‑the‑box Salesforce integration simply clicked into place—feeding engagement data back to campaigns and sending personalized URLs through nurture journeys.
Taylor shared that she and the team were also impressed with Storydoc’s flexibility to work within her team’s needs and quickly adjust to their unique CRM structure. “We are pushing the tool in different ways than I think your clients have before” she admits, “and despite that, we’ve had nothing but support from your team.”
White‑glove service from Day 1.
From kickoff to go‑live, Storydoc’s Success Management Team worked hand and hand with the Teach for America team, covering account setup, team training, Salesforce Integration, and even design of bespoke Storydoc decks. Every question was responded to quickly and professionally with a customer success goal in mind.
“Storydoc onboarding and support efficiently navigated us through setup, training, and Salesforce integration. Storydoc made sure we hit our deadlines.” Taylor shared. “We asked for a lot and at times have been needy, we received nothing but great support from Storydoc”.”