SalesForce Connector

Get an enhanced understanding of who is visiting your venues

Merge your Salesforce and Purple data

Looking for a complete, connected overview of your customers?

The SalesForce Connector is a feature that allows you to cleverly integrate your Purple Portal and your SalesForce account. Once connected, your existing SalesForce data can be married with the corresponding visitor information in your Purple portal, giving you an enhanced understanding of who is actually visiting your venues.

Integrating your Salesforce data and your Purple portal is simple: you can push data from the portal into your Salesforce account, or you can choose to do both simultaneously. Conditional rules can also be applied to ensure all of your Salesforce data is correctly matched with your portal records. For example, if a Salesforce customer email is exactly the same as an email in your Purple portal, the data sets will combine, allowing you to gain a comprehensive understanding of each unique visitor.

Purple’s analytics data about an individual, including their name, age, gender and frequency of visits can be consolidated with your SalesForce records about their place of work, role, business contact number and email address to produce an all-encompassing customer profile. Through combining these two sets of data you’ll not only gain access to one succinct source of customer information but you’ll also be able to recognise and reward VIP guests, provide a tailored and unique experience for specific customers or companies, and even boost business by identifying potential suppliers.

Benefits of the SalesForce Connector

Quick integration for one concise source of information

Customised rules to ensure all of your data is accurately matched up

Enhanced visitor profiles, merging professional and personal data

Identify VIP individuals and effectively engage with them

A more organised approach to managing all of your customer data

Better understanding of your business and core demographic
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The SalesForce Connector in action
Examples of how the SalesForce can benefit your business

Reach Out to VIP Guests: With the help of the Salesforce connector, you’ll know when someone of importance visits your venue, such as the CEO of your potential partner company. From there, you can ensure that your VIP guest receives an enhanced service from your venue and staff, leaving them with a positive impression of you and your business. You’ll also have access to all of the essential data needed to reach out to them going forward and tailor your communications accordingly.
Provide a Tailored Experience: With access to your guests’ personal and professional profiles, you can easily identify what their needs are. For example, multiple guests from the same company might arrive at a hotel, and you can advertise your best group offers, or promote deals on meeting spaces and catering during their stay. This not only encourages spend but could also help improve the visitor experience as they’ll feel valued having been offered an appropriate discount during their visit.