BIDs need a consolidated view of business interactions with deals, claims, and events to assess engagement.
BID staff who need to monitor and assess business participation and engagement.
Integrate Vicinity app data into the CRM to display deals, claims, and event views within each Business record.
Given A business has a deal created in the app When the CRM is accessed Then the deal appears in the Business record. Given A deal is claimed in the app When the CRM is accessed Then the claim appears in the Business record. Given An event is viewed in the app When the CRM is accessed Then the event view count appears in the Business record.
The integration will display deals, claims, and event views within Business records in the CRM. Advanced analytics and reporting are not included in this phase.
Where should the data be displayed?
Within the Business record
Provides a comprehensive view of all business-related interactions at a glance.
