MetaLocator supports multiple features related to the SalesForce CRM. Many customers maintain their dealer locator data in SalesForce, and so a robust integration between your locator, Website and SalesForce is critical for data management, lead generation and even identity management.
MetaLocator has the ability to synchronize directly with SalesForce data. Synchronizing with SalesForce can create an up-to-date locator which can be easily deployed on to your website. Users can connect directly from MetaLocator to SalesForce and choose specific objects and fields to connect. Users can create filters to limit the number and type of records displayed in the locator. MetaLocator even allows users to write custom SOQL queries. MetaLocator can therefore pull only the desired data and contact information for dealers, without exporting private or unrelated information.
MetaLocator is programmed to conveniently help users automatically keep their data between SalesForce and MetaLocator in sync on an ongoing basis. This is accomplished by using a background import job. This keeps users from having to deal with the hassle of always updating new data from SalesForce manually.
MetaLocator can also push leads that are captured in your locator directly into SalesForce. This ensures integration with any automations or workflows already built in SalesForce for lead routing, sales territories or lead ranking.
Single Sign On
MetaLocator can also use SalesForce as an SSO Identity Provider. Using SalesForce as the source of identity allows Enterprise customers to maintain access control through SalesForce instead of separate accounts in MetaLocator. Configuring SSO between MetaLocator and SalesForce is available for Enterprise Customers.
Benefits to Connecting a Dealer Locator to SalesForce
Connecting your dealer locator to SalesForce provides many benefits. One benefit is that it helps improve data accuracy. When integrating your locator with SalesForce, the information in the systems is automatically updated, this ensures that users always have accurate and up-to-date information.
When your dealer locator is connected to SalesForce, this allows for a more streamlined process. This can lead to increased efficiency and lower maintenance overhead. There is no need to manually ensure that data and communications between MetaLocator and SalesForce are in sync.
Another benefit of integrating your dealer locator to SalesForce is it can create a better overall customer experience. By providing customers with accurate and up-to-date information, the process becomes easier for customers leading to a better overall customer experience.
When the customer experience is positive, that can often lead to more sales. Having accurate and up-to-date information about dealer locations makes it easier for customers to find the nearest dealer. Making the entire consumer process easier can lead to increased sales.
Better insights are another benefit of integrating your dealer locator with SalesForce. SalesForce provides insightful data and analytics, these can be used to gain a better perspective into customer behavior. It also helps the user identify trends and patterns within the dealer locator data. MetaLocator’s in-built analytics combined with SalesForce analytics can provide powerful insights into customer behavior.
To learn more on how to connect SalesForce and MetaLocator, follow the directions provided in our support article.
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