Gathering Consumer Insights With Loyalty and Rewards
Our Challenge
Motivate ROI specializes in gathering insights on growth markets such as multicultural, LGBTQ, and teenage consumers. They combine these insights with targeted media to provide measurable ROI to their Fortune-500 clients and major advertising agencies.
With a powerful suite of tools already at their disposal, the Motivate team was still struggling with manual data collection and outdated survey tools that made their process for collecting insights slow and repetitive. Out of these struggles, the idea was born – SureShot – a loyalty and rewards app that would allow them to consistently gather insights from teenagers by rewarding them for completing surveys.
Solution
SureShot was one of the first apps of its kind. They wanted to give teenagers gift cards in return for answering questions through their phone and then use the power of Salesforce, IBM Watson, and Alteryx to analyze this data and provide insights to their clients. After solving some early challenges like being in compliance with the COPPA Act, and needing to capture in-depth demographic information; it was time to build the survey functions.
TriFin Labs built a custom survey tool within Salesforce to allow Motivate’s team, with little experience in Salesforce, to build custom surveys that can be pushed to the SureShot app and made available for users instantly. This allows them to control every aspect of the app with clicks, not code, on the Salesforce platform. These surveys were integrated with IBM Watson and Alteryx and are now being used by Motivate’s Fortune-500 clients to gather insights daily. SureShot’s ease of use and data-driven model makes it a powerful tool for the insights industry.

Solution Components
Support Service Cloud
Support Service Cloud
Service Cloud is built on the Salesforce Customer Success Platform, giving you a 360-degree view of your customers and enabling you to deliver smarter, faster, and more personalized service.
In addition to being a pioneer in cloud-based sales force automation, Salesforce is the recognized leader for CRM customer engagement. With Service Cloud, you can automate service processes, streamline workflows, and surface key articles, topics, and experts to transform the agent experience. Connecting one-to-one with every customer, across multiple channels and on any device, was never easier.
Authentication
Authentication
We proudly deploy Auth0 to manage authentification and identification of users within the cloud. Authentication services provided by auth0 allow us to ensure that your company’s, and your users’ data is safe and secure, each and every time someone attempts to log into your web and mobile application.
Single Code Base for Web & Mobile
Single Code Base for Web & Mobile
Gone are the days of writing the same application in 3 different languages to have a presence on Google Play, iTunes, and Web. With the RAMP framework, we are able to write an application using a single code base, drastically reducing our time of development.
Real-Time Data Feeds
Real-Time Data Feeds
Giving the ability to publish, or subscribe to, data that is being collected in real-time.
Built for Heroku Connect
Built for Heroku Connect
Heroku Connect is one of many services provided by Heroku. Connect allows for us to seamlessly sync your web and mobile application to Salesforce, enabling you to leverage all of your latest customizations on the Salesforce platform.
Push Notifications
Push Notifications
If you have downloaded any app on your smartphone, you have probably been prompted to “enable push notifications,” upon downloading. This simple, but effective feature, is an incredible way to keep engaging with your users on a daily basis and keep them coming back to your app again and again.
Real Time Chat
Real Time Chat
Real Time Chat allows you to answer your customer’s questions and concerns, in real-time, through an instant messaging application built into your site. This chat function will greet users with a pre-determined and customizable welcome message each time they visit your site. These messages will be instantly delivered to your inbox, allowing you to document and share these conversations with members of your team.
Deep Links
Deep Links
Deep linking is one of many services provided by Branch, a mobile app marketing platform that builds software to make mobile experiences work the way they should.
“Deep Links” are simply customized links that direct users to the specific page within a web or mobile application. This alone can significantly improve the user experience by enabling seamless navigation to, through, and from, your web application.
App Mission Control in Salesforce
App Mission Control in Salesforce
The most powerful aspect of a Salesforce connected app is your ability to control, and receive data from, your application directly in Salesforce. Things like changing banners, rewriting copy, sending notifications, automating tasks, generating usage reports, and much more can be done with the click of a button in your Salesforce org. This gives the business a level of agility that is unmatched and available without touching a line of code.
Marketing Automation
Marketing Automation
Today’s leaders in marketing automation are providers such as Pardot, Salesforce Marketing Cloud, HubSpot, and AutoPilot. These services allow you to perform specific actions such as sending emails, notifications, texts, update contact fields, assign lead scores, and so much more, all based on a user’s actions.
Image/Video Storage & Transformation
Image/Video Storage & Transformation
We have enabled cloud-based image and video storage & transformation by integrating Cloudinary into the RAMP framework. Cloudinary’s media management platform will allow you to seamlessly deploy graphics around the web that are instantly scaled to the size that you need.
Analytics
Analytics
Being connected to the Salesforce platform gives you the ability to use your favorite analytics program to pull actionable insights from your app. Whether that is as simple as Google Analytics, or as complex as Wave analytics – we work with you to build a dashboard that allows you to monitor all of your KPI’s.