Salesforce is your source of customer and sales data, while Tango helps you deliver digital rewards and incentives. By integrating Tango with Salesforce, you can send rewards directly from the tools your team already uses, saving time and streamlining your workflows.
With the Salesforce integration, you can:
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Send digital rewards from Salesforce in just a few clicks.
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Automate reward delivery through Salesforce workflows and processes.
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Eliminate manual steps by managing rewards where your customer data already lives.
Benefits
Using the Tango for Salesforce integration, you can:
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Eliminate manual reward processes and send rewards without switching between systems—no need to leave Salesforce to send cards.
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Trigger rewards when key events occur, such as deals closed, milestones achieved, status changes or other workflow criteria.
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Reduce administration time and brings automation and efficiency.
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Send rewards to your recipients with instant digital delivery, real-time tracking, and visibility within Salesforce.
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Combine Salesforce analytics with Tango reward data for comprehensive insights and enhanced reporting.
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Create better customer experience, strengthen relationships, and improve loyalty.
This integration is available via Salesforce AppExchange as “Tango for Salesforce”. The setup is easy: install app, create a Tango account, and enable API keys. Tango integration users get program support, onboarding assistance, sandbox testing, and recipient support.
Audience
This guide is designed for enterprise-level Salesforce users seeking to deliver instant or event-triggered rewards and incentives to employees, leads, customers, and other stakeholders."
Prerequisites
To install the Tango app in Salesforce, you must have the following prerequisites:
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Salesforce Enterprise Edition.
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Salesforce admin access. Contact your company’s Salesforce support for help.
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Tango account. Sign up for a free Tango account.
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Tango API key. Connect with your Tango representative or email success@tangocard.com to get access to your Tango API key.
What’s next?
Your next step is Step 1: Install or upgrade the Tango app in Salesforce.
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