An introduction to the SwagUp Salesforce App

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What is it?

The SwagUp Salesforce App integrates with your SwagUp account to leverage your existing swag inventory with your Salesforce contacts. With both Admin and User permission levels, the app integration supports teams of multiple sizes. Create custom reports to measure swag utilization, return on investment, and more.

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Where can I get access? The SwagUp App will eventually be accessible through the SalesForce AppExchange but is currently available in Beta. If you would like to be added to our Beta testing, please fill out this form to be added to our waitlist!

 

Note: this app has been optimized for SalesForce Lightning and works best in SalesForce Lightning accounts. Read about SalesForce Lightning here.

 

Who benefits from the App?

  • SwagUp clients who manage their contacts or currently have contacts in SalesForce.
  • SwagUp clients who currently have inventory with SwagUp
  • SwagUp clients who want custom reports to measure swag utilization, return on investment, etc.

What are the benefits of using the SalesForce App vs. the SwagUp Dashboard?

  • Sales Teams and Marketing Teams spend a lot of time in SalesForce. This allows teams to send swag without having to leave the SalesForce app.
  • Sales & Marketing Leaders can give their teams access/permissions to sending swag without adding them to their SwagUp Account.
  • Users can create SalesForce reports that show how sending swag contributes to closing deals

Is the App Free?

Yes!

 

Questions? Contact our customer experience team at here!

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