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Salesforce Integration

by LiveChat

Connect LiveChat to Salesforce to create new Contacts, Leads and Cases straight from the chat.


What is Salesforce?

Salesforce Sales Cloud is a platform for managing a sales team and customer relationships. It lets you map out each step of your sales pipeline. With this software, you have a complete view of your customers, including contact information, actual stage in the pipeline, quotes, history of interactions, internal notes. You are able to gain insights from social media sites such as Linkedin, Twitter or Facebook - right within Salesforce. What is more, you can boost productivity using workflows, which automate your business process. For example, you can automatically assign leads with deals over certain size to the specific salesperson. Finally, it lets you forecast sales, analyze the performance of sales team and make data-driven decisions.


What benefits does Salesforce Integration provide?

Make it effortless to capture new leads

Capture leads on a big scale and strengthen relationships through live chats.

Get a detailed picture of the customers you have

The context gained from CRM records is key for sales and support team as they chat live with prospects. This integration provides that context right where they work - in the Salesforce dashboard.

Gain a competitive advantage over competitors

Competitive advantage can be obtained by managing your products more efficiently and having good relationships with customers. With LiveChat, you can communicate with your customers in a channel they prefer while providing a superior customer experience.


Features of Salesforce Integration

Powerful integration for powerfull CRM

Integrate LiveChat with Salesforce and elevate your workflow to the next level. Manage your Leads and Contacts, save chat transcripts as Objects and decide which information about your customers are the most important – all of that without leaving your LiveChat application!

Advanced configuration, right at your fingertip

Decide which fields should be available when adding new Leads or Contacts and and choose the exact object to which LiveChat will save your chat transcripts – whether it's the Activity or Task. And all of that straight inside the plugin itself!


Do you have a question?

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