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Wendi & Salesforce Integration

Are you looking to automatically pull in your Wendi data to Salesforce for better reporting and better lead management?

Get our GetWendi & Salesforce Integration.

 

Your GetWendi & 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!

Consolidated Customer Data

Your sales and customer support teams have access to the most up-to-date and accurate information, allowing them to provide better service and personalized experiences to customers.

Data Analysis and Reporting

Analyze trends, identify bottlenecks, and gain insights into customer preferences. These insights can drive data-driven decision-making and help optimize sales and customer support strategies.

Streamlined Lead Management

Ensure that leads generated through GetWendi's chatbots are automatically logged, assigned, and followed up within Salesforce, reducing manual data entry and improving lead management efficiency.

Improved Customer Engagement

Your sales and marketing teams tailor their strategies and deliver more personalized interactions and offers.

Tarra Boggs EHS & Compliance Operations Manager

For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.

Jason Landver CEO Recovery Beach

The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.

Mike Kwak On-Site Adjusting

I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.

This really is the only Integration you'll ever need for Wendi 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 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.

Enhanced Sales Productivity

Eliminate the need for manual data transfer or switching between systems, saving time and enabling sales reps to focus on selling rather than administrative tasks.

How We Work?

discovery-call-1

Discovery Call -

(Same Day)

Discuss the details with all project stakeholders.

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Do a detailed analysis of your systems

(1-3 Days)

Create a roadmap and timeline of milestones.

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Develop the Integration

(3-7 days)

Our team of developers and an assigned project manager get started

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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.

Optimize your CRMwith our Top 7 Configurations.

Download our free eBook

Our Pricing Plan

Discovery Call

Free

Up to 3-hour discovery call & systems review

$ 165

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