CRM
Salesforce
Import Salesforce contact insights to PlayerZero to enrich customer risk and impact profiles.
CRM Connectors
CRM connectors give PlayerZero visibility into:
- Accounts
- Groups and customers
- Usage insights
- Opportunity stages
- Engagement metrics
By connecting CRM data, you can enrich your user and customer data in PlayerZero, in real time. Having the most up to date customer information is crucial to effective decision making.
Salesforce is an American cloud-based software company that provides CRM service and enterprise applications.
Setup
- From the PlayerZero web app, navigate to the home page.
- Click on the “Connectors” button.
- Filter by the ”CRM” group in the dropdown.
- Search for “Salesforce”.
- Login to your Salesforce account if not already logged in.
- Enter your Salesforce project domain or the appropriate API key for your project.
- Authorize Merge to read and write data through the Salesforce connector.