Track Thnks Gifts in Salesforce:
- Teams using Thnks are able to connect to their salesforce account in order to automatically import information about gifts sent though Thnks into Salesforce.
- For each gift sent, a note is added to the contact with the recipient's email address, and a new contact is created if one doesn't exist.
- We can work with team managers to connect your salesforce account to Thnks, and enable this integration for each user under the team.
- Once the sender has connected their Salesforce account successfully, the information about a sent gift will be imported to salesforce at the moment of gift delivery, as a past task related to the contact.
Send automated Thnks gifts based on pre-determined triggers from Salesforce (BETA):
- Thnks also has the capability to enable automated gifting based on pre-defined triggers in Salesforce.
- We can work with your team to set up automated gifts based on key state changes in Salesforce e.g. 'Prospect to Qualification' or 'Negotiation to Closed Won'.
- These gifts can also be tracked within your Salesforce, to report on their ROI.
Interested in getting any of this set up? Start a live chat or email firstname.lastname@example.org.