SALESFORCE SPOTME SYNC APP

Equip sales with actionable customer insights

Improve customer conversations and engagement
Create meaningful customer experiences at scale
Optimize event investments by making data-driven decisions and holding teams accountable

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.

Request a demo Download Product Sheet
content hub page img3
G2 Logo
4.7/5 on G2
Capterra Logo
4.5/5 on Capterra
Pfizer j&j workday deloitte liverty mutual
12,000+ Fortune 500 life sciences and professional services leaders trust SpotMe
360° CUSTOMER INSIGHTS

Equip sales with event-derived customer insights to fuel conversations

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.

  • Check if customers registered for recommended events or need sales follow-up
  • Collect data on customer active participation vs passive listening at events
  • Identify customer knowledge gaps to inform brand messaging
  • Monitor customer arrivals at medical conference booths to coordinate timely rep meet-ups
content hub page img3
content hub page img4.1
PERSONALIZED CUSTOMER JOURNEYS

Create a positive experience at scale with meaningful customer engagement

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:

  • Segment customer engagement strategies
  • Conduct effective follow-up campaigns
  • Send targeted event invitations to customers based on their needs
  • Customize promotions and communications by customer event status
PERSONALIZED CUSTOMER JOURNEYS

Create a positive experience at scale with meaningful customer engagement

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:

  • Segment customer engagement strategies
  • Conduct effective follow-up campaigns
  • Send targeted event invitations to customers based on their needs
  • Customize promotions and communications by customer event status
content hub page img4.1
INSIGHT-FUELED EVENT STRATEGY

Optimize event investments by enabling data-driven decisions

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.

  • Track engagement against objectives
  • Check if registration-to-attendance conversion aligns with benchmarks
  • Assess if engagement scores and watch times meet expectations
  • Identify underperforming events or teams for coaching
  • Monitor generated next best actions and completion rates by sales
content hub page img3
ROBUST CRM INTEGRATION

Avoid fragile third-party systems. Opt for reliable event data management.

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.

Native, deep connector

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.

Adaptable to event request and approval processes

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.

Efficient two-way synchronization

Sync registrant details and statuses between Salesforce and SpotMe Life Sciences. Run omnichannel marketing campaigns with bi-directional reconciliation for flawless event management.

Enhanced matching/reconciliation logic

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

Advanced object/field mapping and composability

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.

Composable data proxying

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.

Extended and granular engagement data

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.

Close to real-time

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.

Download Product Sheet

Getting started is easy


bottom cta image