LiveChat & Salesforce Integration
Are you looking to automatically pull in your LiveChat data to Salesforce for better reporting and more accurate lead management?
Get our LiveChat & Salesforce Integration
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LiveChat & Salesforce Integration
Are you looking to automatically pull in your LiveChat data to Salesforce for better reporting and more accurate lead management?
Get our LiveChat & Salesforce Integration
Your LiveChat & Salesforce Integration out of the box doesn't give you these custom benefits.
We can also add in other custom features you're looking for in your integration.
Talk to us today!
Your LiveChat & Salesforce Integration out of the box doesn't give you these custom benefits.
We can also add in other custom features you're looking for in your integration.
Talk to us today!
Unified Customer View
This unified view enables agents to provide more personalized and efficient support, addressing customer inquiries based on their previous interactions and preferences.
Improved Response Time
Agents will have access to relevant customer information right within the chat interface.
Automatic Lead Creation
New leads generated through live chat are seamlessly added to Salesforce, allowing sales and marketing teams to follow up and nurture these leads effectively.
Accurate Reporting
You can analyze chat volume, response times, customer satisfaction, and other metrics within Salesforce reports and dashboards.
This really is the only Integration you'll ever need for LiveChat and Salesforce.
Not only will we pull LiveChat information into Salesforce, we will set up all of your tracking and analytics as well!
In summary:
Capture all Keyword & Campaign Data in Salesforce
On each lead created from your Live Chats, we'll also capture Keyword and Campaign information from Paid Marketing Campaigns.
We set up all your Reports & Dashboards of LiveChat Data in Salesforce
You'll see all campaign info on qualified & unqualified leads in Salesforce. So now you can see how chat is truly performing.
We send your Offline Goals automatically back to Google & Bing Ads
Offline conversions are the sales over the phone/email after a lead is created. We will capture the info needed in order to update your ad platforms with offline conversions.
How We Work?
Discovery Call -
(Same Day)
Discuss the details with all project stakeholders.
Do a detailed analysis of your systems
(1-3 Days)
Create a roadmap and timeline of milestones.
Develop the Integration
(3-7 days)
Our team of developers and an assigned project manager get started
Quality Assurance & Training
(2-7 Days)
(1) User Training
(2) Any Further Changes Required
(3) Any work Covered Under Warranty
Let's talk about your project
Do You Have Questions? We Have the Answers for You
We used to have an FAQ section here. Then we realized everyone’s questions were similar, but different. So just ask us in our chat, any FAQ, and we’ll give you a real-time answer.
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