Aha! Ideas + Salesforce

Understand customer needs

Import Salesforce accounts as Aha! organizations so you can associate the related ideas and customize the field mappings with the information that matters to your team, such as industry, location, or revenue. Analyze feedback trends by segment and reference key details on organizations.

Associate opportunities with ideas

Sales and support teams can search your ideas portal directly from Salesforce to see if an idea already exists or create a new one. Once linked, information about the opportunity — including the customer who requested it and the value — is summarized on the record in Aha! Ideas.

Prioritize high-value ideas

Find ideas that are projected to have the biggest impact. Understanding which customers and prospects have requested a feature and the potential value helps you make informed prioritization decisions. This helps you win more business and provide an excellent customer experience.

Notify sales and support of idea status

The integration makes it easy for Salesforce users to track the status of ideas. Teammates can see whether an idea is planned, in progress, or shipped directly within each opportunity or support case. You can also create triggers in Salesforce to notify cross-functional groups of any changes.