Attribution without exposing your CRM data, not even to Heeet
Most attribution tools export data from your CRM data into their own databases. This means validating a new vendor for your team to audit, and another data processing agreement to sign. Heeet was built the other way around. Everything is brought into Salesforce where only you have access to your data.
Other Marketing and Attribution Tools
Requires direct access to your CRM data
Replicates that data into third-party databases
Runs natively inside Salesforce
CRM-Native Attribution
Runs natively inside Salesforce
Keeps every CRM record in Salesforce
Calculates attribution inside Salesforce, where the data already sits
A short list of things that never
happen to your data
How the data flows: cookieless site tracking generates attribution metadata, that metadata is processed and written into Salesforce, and you read it in native Salesforce reports. No CRM database replication. No external CRM storage. No customer export.
Heeet does not:
Replicate your CRM into an external database
Store Leads, Contacts, Accounts or Opportunities outside Salesforce
Export your customer records
Heeet Does
Enrich your CRM records natively, in Salesforce
Power attribution and revenue reporting on Salesforce's own reporting layer
Make attribution metadata available inside Salesforce
How the operational side is handled
Access management
Principle of least privilege. MFA enforced. Access revoked at offboarding and on role changes.
Access management
Principle of least privilege. MFA enforced. Access revoked at offboarding and on role changes.
Endpoint security
Device encryption, antivirus and EDR protection, regular security updates and patching.
Endpoint security
Device encryption, antivirus and EDR protection, regular security updates and patching.
Engineering & deployment
Controlled release process, restricted access to production systems, deployment through the Salesforce managed package.
Engineering & deployment
Controlled release process, restricted access to production systems, deployment through the Salesforce managed package.
Incident management
Defined escalation process, investigation and remediation procedures, customer communication where applicable.
Incident management
Defined escalation process, investigation and remediation procedures, customer communication where applicable.
Data handling
Runs as a native Salesforce package. Attribution data stays inside the org and inherits its existing Salesforce security controls. No external data warehouse or third-party storage.
Data handling
Runs as a native Salesforce package. Attribution data stays inside the org and inherits its existing Salesforce security controls. No external data warehouse or third-party storage.
Vulnerability management
Dependency and code scanning, periodic security review, prioritized remediation of identified issues.
Vulnerability management
Dependency and code scanning, periodic security review, prioritized remediation of identified issues.
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You don't have to vet a
second infrastructure stack
Heeet operates within Salesforce, using the same enterprise infrastructure and security your org already uses. Heeet owns the attribution logic. You keep control of who sees what.
Security and infrastructure
Control area
Hosting & infrastructure
Salesforce
Encryption, at rest and in transit
Salesforce
Identity & access management
Salesforce
Business continuity & disaster recovery
Salesforce
Perimeter security (WAF, firewall, SOC)
Salesforce
CRM permissions & user access
You, through your existing Salesforce setup
Attribution logic & managed package
Salesforce
Implementing Heeet is quick and straightforward. The process varies slightly depending on your CRM, but the core steps remain the same: install or connect Heeet, link your paid platforms, configure your attribution model, and add the Heeet Javascript to your website
No. Heeet does not have any access to your Salesforce data.
Heeet does not store any personal data.
Yes, Heeet is fully GDPR compliant since we do not track, store or assign any unique ID to your online prospects.
The typical implementation process takes two weeks, but can be completed in under 90 minutes in some instances
Don’t add another vendor. Get attribution that runs inside Salesforce.
Bring your security or RevOps team, we'll walk through the architecture and answer the review questions regarding your unique Salesforce setup.
