Stop excluding sales from the great things happening with events. Give them the centralized data they need to effectively engage customers with the CRM they use every day. Improve your event operations at scale with the Salesforce SpotMe Sync App.
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4.5/5 on Capterra 
Strengthen your commercial strategies with 360° customer insights that feed directly into Salesforce. Help the sales team understand exactly how a customer engaged with an event and follow up with relevant next best actions.
Get the data you need for more personalized daily interactions with customers. Streamline follow-ups with automated task assignments in Salesforce, ensuring fast and impactful customer engagement at scale.
Use the event data you collect about individual customers to:
Get the data you need for more personalized daily interactions with customers. Streamline follow-ups with automated task assignments in Salesforce, ensuring fast and impactful customer engagement at scale.
Use the event data you collect about individual customers to:
Consolidate and analyze event data across regions to identify successful strategies and areas that need improving. Use insights to improve events organization-wide and hold teams accountable for their performance.
Welcome to an integrated solution where event data is seamlessly managed and automatically integrated into the CRM your sales team uses daily,
ensuring complete and accurate information.
No need for specialized integration teams! Implementing the Salesforce SpotMe Sync App is a Managed Package that is easy to install and manage on your CRM.
Set it up once and forget it. The Salesforce SpotMe Sync App creates SpotMe Events from approved Salesforce Event records, ensuring consistent CRM updates with organization-level configurations.
Sync registrant details and statuses between Salesforce and SpotMe Life Sciences. Run omnichannel marketing campaigns with bi-directional reconciliation for flawless event management.
Match attendees with CRM records across contacts, accounts, leads, or custom objects using flexible rules. Chain rules across fields and objects to accurately identify attendees and reconcile data
Allow your team to configure and map unlimited custom fields within the app, removing the need to contact SpotMe for new ones. This adaptable setup keeps up with your changing business needs.
Save relevant attendee engagement data as new objects/attributes in the CRM, customizing to business needs. Optimize Salesforce storage and align with your goals for smarter data management.
Capture detailed attendee engagement data across all event types, incl. in-person, to enhance your CRM records. Use the data to drive your omnichannel strategy and personalize next best actions.
Automatically sync event data to your CRM, giving your teams real-time insights for timely next best actions. Give your team what they need to efficiently engage customers.
