Salesforce

What is Salesforce?

Easily merge your Salesforce and Purple data

The Salesforce integrator is a feature that lets you intelligently combine your Purple Portal and Salesforce account. Once connected, existing Salesforce data can be combined with the corresponding visitor information on your Purple portal, providing an improved understanding of who's actually visiting your location.

Integration is simple; you can send Portal data to your Salesforce account, or you can choose to do both simultaneously. Conditional rules can also be applied to ensure that all of your Salesforce data is matched correctly with portal records. For example, if a Salesforce customer email is exactly the same as the email in your Purple portal, the datasets are combined.

Purple customer demographics can be consolidated with your Salesforce records to produce a comprehensive customer profile. By combining these two datasets, you will not only have access to a succinct source of customer information, but you can also recognize and reward your loyal customers and provide a personalized and unique customer-specific experience.

Benefits of our Salesforce integration

• Quick integration to a concise source of information
• Custom rules to ensure that all your data is accurately matched
• Enhanced visitor profiles, merging professional and personal data
• Identify loyal customers and get involved effectively with them
• Get a more organized approach to managing all your customers' data

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System requirements:

CPU: 1.8 GHz dual core processor

RAM: 2 GB

HDD / SSD: 50 GB of free space on the main drive

Operating system: Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit and Microsoft Windows Vista 32-bit

Resolution: 1024×768