Restaurantology integrates verified market intelligence directly into Salesforce, enabling both standard users and admins to access insights and streamline their workflows. This article outlines the most common user activities within Salesforce.

Restaurantology for standard users

Standard users interact with Restaurantology regularly to prioritize outreach and qualify multi-unit prospects using firmographic and technographic data.

Open the Chrome extension for deeper insight
When navigating Salesforce records, users can launch the Restaurantology Chrome extension for quick access to detailed insights. The sidebar enables rapid qualification of multi-unit concepts, offering a deeper understanding of the account without leaving Salesforce.

Review insights in the Account page layout
Key Restaurantology insights are injected directly into the Account layout, including firmographic and technographic details. Users can assess unit count, service type, POS/online ordering vendors, and more at a glance.

Monitor new Accounts uncovered by Restaurantology
As Restaurantology detects new multi-unit concepts, these Accounts are automatically added to Salesforce. Users can review any that have been assigned to them by an admin and take action as needed.

Use prepared reports and dashboards
Restaurantology provides out-of-the-box dashboards and reports to assist with market analysis, territory planning, and performance tracking. These resources help users stay aligned with market activity and identify whitespace or expansion opportunities.

Restaurantology for admins

Admins play a critical role in maintaining data quality, creating custom insights, and enabling automation across the org.

Maintain data integrity
Admins use the Restaurantology App to match new records to existing Accounts or create new ones when needed. This activity occurs during implementation and on an ongoing basis to ensure CRM data remains accurate and actionable.

Build custom reports and dashboards
Admins support stakeholders by tailoring dashboards for various teams. Executives may view partnership opportunities, while sales leaders track rep productivity or whitespace. Restaurantology insights fuel these reports, keeping strategy aligned with current market conditions.

Implement Salesforce automation
Using Flow or Process Builder, admins can automate enrichment rules and resolve data quality issues. Automations can push Restaurantology values into custom fields or trigger alerts based on Account changes, helping teams stay ahead of key developments.

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