Leverage your Visitor Data with Salesforce

Salesforce is the world’s number one customer relationship management (CRM) platform. Harnessing our Salesforce expertise, Traction Guest offers an unparalleled integration for your visitor management system.

Features & Functionality

Think tradeshows, customer details, service cases, partner preferences. Think beyond the lobby book.
Visitor data captured at your sites or events represents an invaluable opportunity for your organization.
With the Traction Guest Salesforce integration you can choose to directly create leads, add activities,
or match any visitor data to your Salesforce org with our customizable Salesforce field mapping.
Traction Guest Video
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New Source, More Detail

Enrich your CRM knowledge for your sales, marketing and services teams by adding an important physical data source.

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Bigger Picture

Consolidate your data in a single-cloud based environment to better understand needs, solve problems, and identify opportunities.

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Powerful Reporting

Take advantage of Salesforce’s leading functionality to provide actionable insights and in-depth analytics.

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Enable Efficiency

Avoid manual data loads or isolated information. Make information instantly and easily available.

 

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Sophisticated field mapping

Match your visitor data to any field in your Salesforce org with our customizable Salesforce field mapping action. Define what data to capture in the sign-in experience and directly update, insert, upsert or delete information in SFDC. With the easy-to-use Point-and-Click interface in our Experience Editor you can fully configure the integration for your use cases.

Effortless Connection

Just looking to capture new leads and add activities to existing contacts? For simple use cases, choose our One-Step action in the Experience Editor and lean back. Your data will directly be mapped to the appropriate fields in your Salesforce environment. No customization required.
Field Mapping

Sophisticated field mapping

Just looking to capture new leads and add activities to existing contacts? For simple use cases, choose our One-Step action in the Experience Editor and lean back. Your data will directly be mapped to the appropriate fields in your Salesforce environment. No customization required.
Data and Analytics

Actionable data and analytics

Integrating visitor data into your CRM creates a more detailed view of your customers, prospects or partners. With Salesforce’s wealth of customizable reports, you can gain deeper insight and become a more data-driven organization.

Countless applications

The beauty of this integration lies in its flexibility. There is no limit on how it can be applied. You decide what data is important to your organization. You design your visitor experience. You choose which data feeds into your Salesforce environment.