Get instant 360-degree access to your customers’ NetSuite ERP records and information directly from Velaro’s engagement platform, all in one place and with one-click access.
Help your customers in real time by accessing sales order records, and past interactions, and allow your team to create leads, contacts, support cases, and store transcripts, right from the chat window – with CRM integration with live chat.
Keep Velaro and NetSuite integrated when you connect data from your website visitors, customer interactions, and history with NetSuite customer information. Gain a true understanding of who your customers are and offer exceptional customer service with personalized experiences using our NetSuite integration. With Velaro you can:
Create and update associated NetSuite records within the Velaro platform.
Capture incoming marketing campaign data and attributes from invitations, surveys, and chatbot interactions.
Store live chat and SMS, Facebook, WhatsApp, Twitter, email, and web messaging transcripts to NetSuite.
Qualify leads in NetSuite with self-service actions offered through the chat and messaging windows.
Use workflow rules to automate customer records to be available upon the start of a new chat or message.
Track data and insights about knowledge base page visit history, repeat visitors, and potential customers that are searching throughout key website pages.
Configure self-service actions through the customer journey and via an engagement chat window. With the integration, customers can securely create self-service support tickets, check the status of orders, or update profile information.
Velaro is a certified SuiteCloud Developer Network partner and adheres to NetSuite’s commitment to continuous improvement. Our NetSuite API integration extends the power of NetSuite within Velaro’s platform, enabling direct customer data record field mapping to default and custom record fields enabled in the agent’s chat console.
Increase your team’s productivity by connecting our full-featured customer engagement platform to your CRM and ERP system and easily tap into the core NetSuite specialized solutions. Visit us at SuiteApp.
Visit Velaro’s Help Center for further information on setup and support on setting up your NetSuite account.