Salesforce
Salesforce is a customer relationship management platform spanning sales, service, marketing, commerce, and analytics, with suites for organizations from small businesses to large enterprises.
What Jolly reads from Salesforce
Customer or account records
Every customer, account, or guest is a standing record, so performance reads against a named person rather than an anonymous transaction.
Ownership by rep, agent, or associate
Deals, cases, and tickets are commonly assigned to an individual, which is what turns a company-wide total into a per-worker one.
Timestamped interactions
Calls, tickets, deals, and visits are logged as they happen, so a goal can land on a shift or a week rather than a quarter.
Stage and status changes
A deal advancing, a ticket closing, or a case resolving is a discrete, countable event rather than an ongoing task.
Loyalty and rewards activity
Where the system runs a loyalty program, enrollments, visits, and redemptions are recorded per member, making repeat engagement visible at the individual level.
Campaigns you can run on Salesforce
More CRM & Service integrations
Jolly reads the same operational data from any of these.
Salesforce integration FAQ
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