Toki and Salesforce Integration

Unlock the full potential of your customer data with Toki's integration with Salesforce. This powerful combination unifies your loyalty program with Salesforce's industry-leading CRM platform, creating a comprehensive view of your customer relationships across all touchpoints.

Key Features

  • Customer 360 Integration: Sync loyalty program data with Salesforce's unified customer view
  • Automated Data Flow: Real-time synchronization of loyalty metrics to Salesforce records
  • Enhanced Segmentation: Leverage loyalty data for advanced customer segmentation
  • Cross-Channel Tracking: Monitor loyalty engagement across all customer touchpoints
  • Custom Report Builder: Create detailed reports combining CRM and loyalty metrics

Benefits

  • Create a unified view of customer engagement and loyalty
  • Improve customer service with instant access to loyalty information
  • Enable data-driven decisions with comprehensive analytics
  • Enhance personalization across all customer interactions
  • Streamline operations with automated data synchronization

Use Cases

  1. Service Enhancement: Give service agents instant access to loyalty program status
  2. Sales Intelligence: Use loyalty insights to drive targeted sales efforts
  3. Marketing Automation: Create personalized campaigns based on loyalty behavior
  4. Customer Journey Mapping: Track loyalty touchpoints throughout the customer lifecycle
  5. Predictive Analytics: Forecast customer behavior using combined CRM and loyalty data

Getting Started

  1. Connect your Salesforce instance through the Toki dashboard
  2. Configure data synchronization settings
  3. Set up custom fields and reporting
  4. Launch your integrated loyalty-CRM solution

Transform your customer relationship management by combining Salesforce's powerful CRM platform with Toki's loyalty capabilities. Get started with the integration today.