Yes, you have a few different options to export the contacts or leads tracked by SalesWings.
I- Export the data from Salesforce Marketing Cloud data extensions
All existing SalesWings data is pushed to data extensions in Salesforce Marketing Cloud. Therefore, you can export all Saleswings data by exporting the data extension of your choice.
💡Tip> Export the the data extension "SW_Lead_Activity_COMPANYNAME" if you want to show page-visits/activities
II - Use Salesforce Sales Cloud
SalesWings data is native to Salesforce on lead, contact, account and opportunity objects and fields, as well as in our custom objects.
SalesWings provides out-of-the-box reports that can be found in the Salesforce report folder: "SalesWings Reports"
For example, you could run the report "SW - Leads / Contacts by Tags & Segments", which shows all contacts AND who have been tagged with a specific SalesWings tags.
III - Use SalesWings API
Please contact us if you'd like to use our API that provides access to some of the data inside SalesWings.
IV - Export the data from SalesWings cockpit
It is possible to manually export all your SalesWings data by clicking on the button "Export All" from the Cockpit.
Important steps to follow:
"Admin" user access is required
Click on the "Export Contacts" button from the cockpit
Saleswings will export all data to a CSV file
You will need to import all data into "Excel" or "Numbers", please watch this video to see details.
Excel Tips:
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Any questions? Get in touch!