Introdcution
With many media owners utilising Salesforce, Viztrade has created a solution to ensure we can facilitate integrations with the mega CRM System. By making this available, not only do we connect to a partners legacy CRM system, we add data that will provide new intelligence and optimise your customer relationships. Whilst each integration is different, below we detail the core elements we focus on when integrating with Salesforce.
Key Features of our Solution
1. Automatic Account Management: When a user signs up on your Viztrade self-serve ad platform, an integration with Salesforce ensures a seamless way to manage customer relationships. Our solution checks if the user already has an account in your Salesforce database. If they do, their engagement with our platform is recorded, linking their activity directly to their existing profile. If they don’t have an account, we will automatically create an account in Salesforce. This feature ensures that no potential customer is missed and their activity is recorded, offering a comprehensive view of each customer’s journey.
2. Seamless Campaign Order Logging: With a Salesforce integration, you simplify the process of managing ad campaigns by logging all campaign orders. As soon as an advertiser places an order through the self-serve platform, the details are pushed to Salesforce, ensuring you have a record of the campaign. Real time data is accessed via the Viztrade platform but high level data sits within Salesforce. This feature provides visibility for your teams, as they can monitor who and how many campaigns are being created from the companies core CRM platform.
This integration eliminates the need for manual data entry, reducing the risk of errors and saving time. The automatic logging of campaign orders also means that your team can focus on higher-value tasks, such as optimising client relationships and identifying new revenue opportunities.
3. Comprehensive Campaign Reporting: Once a campaign is complete, we generate detailed reports on its performance. These sit within the Viztrade platform but are automatically fed into Salesforce. This feed ensures that those using Salesforce can access campaign data in one place, making it easy for your team to access and analyze results. The reports include key metrics such as impressions, clicks and conversions, providing valuable insights into the effectiveness of each campaign.
With this data readily available in Salesforce, your team can quickly identify trends, assess campaign performance, and make data-driven decisions for future campaigns. The integration also allows for easy sharing of reports with clients, enhancing transparency and building trust.
User Experience and Operational Efficiency
From a user experience perspective, our Salesforce integration is seamless. When creating a user account on a Viztrade platform, users are guided through a simple sign up process that ensures their information is accurately recorded. We query each new user account with your Salesforce profiles without any interference to the user experience.
For media owners, an integration with Salesforce means that all relevant data—account details, campaign orders, and performance reports—are centralized in one CRM system. This allows for more effective campaign management, and ultimately, a more efficient sales process.
Conclusion
Our core integration with Salesforce is focused around exporting data from the Viztrade platform and pushing it to Salesforce. If a platform partner wants data that originates from Salesforce to be imported into the Viztrade platform, further investigation and scoping will be required. By automating account management, campaign order logging and reporting, our solution ensures that your team has the information they need to succeed in growing and optimising advertising revenue. By integrating your self-serve ad platform to Salesforce, you can continue to manage your customers from one legacy CRM platform whilst attracting friction free ad revenue from new and existing customers.
