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.