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
- Service Enhancement: Give service agents instant access to loyalty program status
- Sales Intelligence: Use loyalty insights to drive targeted sales efforts
- Marketing Automation: Create personalized campaigns based on loyalty behavior
- Customer Journey Mapping: Track loyalty touchpoints throughout the customer lifecycle
- Predictive Analytics: Forecast customer behavior using combined CRM and loyalty data
Getting Started
- Connect your Salesforce instance through the Toki dashboard
- Configure data synchronization settings
- Set up custom fields and reporting
- 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.