Snapengage & Salesforce Integration
Are you looking to automatically pull in your Snapengage data to Salesforce for better reporting and better lead management?
Get our Snapengage & Salesforce Integration
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Your Snapengage & 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 Snapengage & 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!
Efficient Lead Management
Eliminate the need for manual data entry, ensuring that new leads are promptly captured and added to the CRM system.
Customized Reporting and Analytics
Valuable insights into customer behavior, chat performance, and the impact of live chat on sales and support metrics.
Sales Opportunity Tracking
Chat conversations can be associated with specific deals or opportunities, enabling sales teams to gauge customer interest and tailor their sales strategies accordingly.
Automated Case Creation
Support teams can collaborate within Salesforce to resolve cases efficiently.
This really is the only Integration you'll ever need for Snapengage and Salesforce.
Not only will we pull Chat 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 Avochato 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.
What Happens After the Discovery & Systems Review
Fixed Price Quote
You’ll receive a detailed fixed-price quote, broken down by task or project so you know exactly what to expect—no surprises, just clear expectations. We typically structure payments as follows:
50% upfront
50% upon project completion
Larger Projects: Payments at agreed-upon milestones throughout the project.
This approach ensures that your investment is aligned with progress, giving you confidence at every stage.
Ongoing Support
Once your project is complete, we offer flexible ongoing support with no minimum commitment. Our rate is $90.00 USD per hour, and we bill in 1/100th of an hour increments, allowing you to pay only for the exact time spent.
We use Clockify to track our time and generate detailed reports. Each entry is:
- Tagged by ticket in Jira
- Includes a clear description
- Categorized by project type
You’ll receive a transparent breakdown of hours in each invoice, so you can clearly see where time is being spent and how it's adding value to your business.
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Not yet persuaded?
Let's get in touch and take your KPIs to the next level.
