Sync visitor and employee data, managing capacity with Work.com Command Center. Create leads, add activities to your Salesforce with Traction Guest integrations.
Make the most
of your visitor data.
Map your visitor data to any field in your Salesforce CRM. Define what data to capture in the sign-in experience and directly update information in Salesforce.
Levels of integration.
Visitor and Employee Management for Work.com – Manage site capacity, centralize visit data and analyze violations in Work.com Command Center.
Advanced Integration – The most advanced Salesforce integration for a VMS. You can match any visitor data to your Salesforce org with the customizable Salesforce field mapping.
Native Integration – Automatically create leads or add activities to contacts. No customization required.
Here’s how Traction Guest extends Work.com Command Center.
Invitation and screening
- Screen employees and visitors prior to them arriving on site.
- View visitor records in Salesforce Command Center.
Customized location set up
- Set up capacity limits for each office location.
- Understand how many people are currently on-site.
Single system of record
- Have a central system for tracking all visits.
- Understand when people are coming in and out of sites.
Site capacity management
- Establish capacity limits.
- Analyze sign-in data and manage phased arrivals.
Know exactly who is on site
- Have a track record of every on-site visitor and employee.
- Track who was at the same location at a specific time.
Capacity violations tracking
- Identify and prevent capacity violations.
- Understand capacity trends across locations.
Traction Guest’s Salesforce integration provides unmatched functionality, including sophisticated field mapping, actionable analytics, and the flexibility to handle any use case.
Set up your Salesforce connection from right inside the Traction Guest integrations tab and activate the Salesforce module, granting permission to complete the integration.
Choose which operations to do, what fields to use to find a record, which fields to update, and which actions to set up to fit your unique use case.
Ensure only the right users have access to edit experiences and make updates to field mapping actions with flexible permission bundles.
- Increase productivity. Eliminate manual data loads from your events or site visits. Make information instantly available and actionable by your sales and marketing teams.
- Leverage your data. Create a 360 degree view of your prospects, customers and partners, consolidating their events and on-site interactions with digital and sales-team-driven activities.