5 ways Salesforce and Canva are redefining sales efficiency with data and design

Over the past two years, workplace efficiency has undergone significant digital transformation driven by technology and innovation. Last year, Mark Zuckerberg dubbed 2023 as ‘Meta’s year of efficiency⁠(opens in a new tab or window),’ while Salesforce CEO Marc Benioff has consistently highlighted⁠(opens in a new tab or window) the need for disciplined operations and the company’s increased focus on efficiency.

Against this backdrop, Dreamforce 2024⁠(opens in a new tab or window)—one of the year’s most anticipated events in sales and technology—was the ideal stage for unveiling Canva and Salesforce’s latest integration, designed to empower sales teams to streamline their processes and drive growth.

In this post, we’ll recap the top five highlights from Dreamforce 2024, showcasing how this critical partnership is set to redefine the landscape of sales efficiency.

Let’s dive in!

Leverage real-time data to create impactful sales collateral

During Canva’s first session at Dreamforce, we highlighted how critical it's for sales teams to present relevant and impactful insights in a visual way to effectively communicate value to your customers and leaders. Yet, many sales teams spend their precious time updating proposals and building pitch decks⁠(opens in a new tab or window). Efficiency is a key driver for sales success, so organizations prioritize streamlining sales processes to maximize time spent on higher-value activities. Canva now offers Data Autofill and Data Autofill Charts⁠(opens in a new tab or window), allowing users to automatically pull data from Salesforce records into their Canva designs. An integration that says goodbye to manual entry and hello to consistent, relevant insights across reports, presentations, and proposals. Sales teams can now boost credibility, earn trust, and focus on what they do best—closing deals faster.

Align sales and marketing for a more unified strategy

Another important highlight was the need for better collaboration between sales and marketing teams to create a coordinated go-to-market strategy. Sales materials are always aligned with up-to-date branding, allowing teams to work together more efficiently and produce assets that reflect a unified message. As marketing fuels the funnel with leads and opportunities, sales need the right account information on the opportunities to execute a seamless customer engagement experience. Here’s where the importance of automated workflows comes in: automated workflows pull in real-time data to help support this alignment, keeping teams focused on delivering value, not logistics.

Personalize the buying journey without sacrificing quality

Personalization was frequently mentioned as a competitive advantage for sales teams. Sales leaders need to deliver tailored, professional experiences at scale without sacrificing speed or quality. Canva’s new integration with Salesforce⁠(opens in a new tab or window) makes that possible, enabling teams to seamlessly integrate client data and create personalized content that drives impact, all while moving faster than ever.

Free up time to focus on client relationships

Maximizing time for relationship-building over administrative tasks was brought up as a priority for sales teams. Automating repetitive tasks like data entry and content updates gives sales reps more freedom to engage with clients, deepen connections, and drive business growth. In Canva’s debut session at Dreamforce, we discussed the power of Magic Switch⁠(opens in a new tab or window)—an AI-driven tool that goes beyond simple format changes. With Magic Switch, you can instantly convert presentations into entirely new formats. Turn executive summaries into a presentation deck or a client testimonial into a blog. This will help scale your content and free up time to spend on fostering client relationships.

Deliver ongoing value post-sale

In addition to finding ways to increase the sales pipeline, there was a lot of focus on elevating post-sale engagement to build long-term value. Teams that can deliver continuous value by offering personalized content and updates to build and maintain customer loyalty. New formats such as Recorded Presentations⁠(opens in a new tab or window), Websites⁠(opens in a new tab or window), and Courses⁠(opens in a new tab or window) engage customers in captivating ways to help post-sales teams onboard accounts with a tailored approach that already captures their unique business needs. We’ve seen teams build Websites sent to customers, prospects, and brand ambassadors with custom links to track engagement like views, engagement, read time, and more using custom links. This approach not only tracks engagement metrics through Insights but also helps teams continuously deliver value by understanding exactly who's interacting with their content and how.

In today’s fast-paced world, finding ways to work smarter is more important than ever. We hope these key takeaways and tips from Dreamforce show how simple yet effective new integration tools and workflows can be to help teams stay focused on what matters most—delivering repeat value to prospective buyers and customers. Cutting down on busy work and simplifying the creation of engaging personalized content enables sales and marketing teams to collaborate more effectively and focus on the work that drives real impact.

Learn how Canva for Salesforce can instantly transform your Salesforce data into decks and sales assets. Contact sales today⁠(opens in a new tab or window).

P.S. Ready to sell big ideas with data visualization? Check out the workflow in action below.