Connect to Guide is our capability framework that organises Loupe's features into four progressive tiers, from foundational data capture through to orchestrated customer journeys.
Connect is the foundation. It establishes the real-time, first-party connection between your websites and Salesforce.
Understand turns website behaviour into signals your team can act on inside the CRM. Engagement scoring built from real behaviour, behavioural cohorts, journey attribution, churn and expansion.
Engage makes every visit feel like the website already knows who's there. Adaptive content from the CRM, reusable content blocks managed in Salesforce, behaviour-triggered campaigns across channels, progressive personalisation that gets smarter as signals accumulate, and signal-driven alerts so the right person can take action during the moments that matter.
Guide walks customers through the decisions that shape the relationship in collaborative website spaces. Customer portals, briefing rooms, sales rooms, onboarding portals, multi-stakeholder visibility, in-page commenting, and shared progress measurement across long-cycle journeys.
If you're not sure where these fit into the customer journeys you are building, talk to us and we'll work through it with you.
