Cademy with SalesforceKeep Salesforce. Add the training record.
Salesforce is where your sales team lives, and nobody is asking you to leave it. It just does not know what a course date is, who attended, or when a certificate runs out. Cademy does, and the Cademy Salesforce app keeps the two in step.
What Salesforce is for, and what Cademy adds.
| Salesforce | Cademy | |
|---|---|---|
| Built for | Sales teams | Training providers |
| Opportunities and accounts | Yes | No. Cademy is not a sales CRM |
| Course dates, bookings, registers | No | Yes |
| Certificates and expiry per learner | No | Yes, automatically |
| Invoices with POs, posted to Xero | No | Yes |
| Contacts and accounts | Yes | Yes: contacts and organisations, linked by email domain |
| Keeping the two in step | The Cademy Salesforce app | The Cademy Salesforce app; Zapier from Pro; API and webhooks on Teams |
Sales in one. Training in the other. One truth.
Salesforce keeps
- Pipeline, deals and sequences
- Marketing and sales reporting
- The company record your sales team works from
Cademy keeps
- Course dates, bookings and registers
- Attendance, quiz results, certificates and expiry
- Invoices with POs, posted to Xero
Between them
- The Cademy Salesforce app shares contacts, bookings and training activity
- Zapier from Pro; API and webhooks on Teams
- Ask us about the app: it is not part of Free, Pro or Teams
Asked by Salesforce customers.
Do I have to leave Salesforce?
No. Keep it for sales. Cademy runs the training and the Cademy Salesforce app keeps contacts and activity in step.
Is the Salesforce app included?
It is a separate app, not part of the Free, Pro or Teams plans. Ask us and we will tell you what it costs for your set-up.
What if I do not want the app?
Zapier is included from Pro, and the REST API and webhooks on Teams. Both can move contacts and bookings across.
How much does Cademy cost?
There is a free plan. Pro is £99 a month billed yearly, or £119 monthly. Teams is £499 a month billed yearly, or £599 monthly.
Show us your Salesforce.
A thirty-minute call: what should flow across, and what should stay put.
No card needed. Import a spreadsheet and run a course this week.