A funny thing happens when your business technology makes it easy to see — and act on — customer data. You find ways to make a great thing even better.
Loop & Tie executives noticed that a high percentage of their client base worked in customer-facing roles. Many of these clients were using the platform to send a lot of one-off gifts to their own customers and prospects. They also saw that the majority of their users used a CRM — Salesforce, more often than not — on a day-to-day basis. Suddenly, an opportunity began to take shape.
The team realized it could leverage the Salesforce platform to streamline processes and integrate the gifting experience into its customers’ existing workflows. The company built a native app for the Salesforce AppExchange, enabling all Salesforce customers — including no- and low-code teams — to easily install and send Loop & Tie corporate gifts straight from their CRM. Even better, while Loop & Tie hired a development partner to build the app, it made sure it was built so its own in-house team of admins and developers who build their own product on Heroku could maintain, update, and manage it going forward.
Bringing the gifting experience to the Salesforce app allows Loop & Tie customers do some other cool things, as well:
- Clients can set up automated gifting based on preset actions.
- It can also integrate gifting with survey and scheduling tools. For instance, gift redemption can be triggered upon completion of a survey or when booking a sales meeting.
- All these actions include data collection, enabling campaign management reporting tools to get granular data on the impact of giving efforts.
In other words, Loop & Tie’s platform enables gifting without the hassle at any scale, whether as a one-off way of showing appreciation or at campaign scale with full analytics.