Get more value out of your Salesforce CRM system by integrating with Velaro’s live chat software platform. Have access to all your customer records, support tickets, and interactions while working seamlessly in one place. Qualify leads and turn your customer relationship management tool into a consistent, measurable, and sustainable driver for revenue growth.
Help your team manage customer conversations, resolve customer issues, create records, support tickets, qualify leads, and manage contact data directly in your Salesforce account and from within the Velaro platform. With Velaro you can:
Create and update associated Salesforce records within the Velaro platform.
Instantly view Salesforce CRM records without ever leaving the chat window and at the start of a chat session.
Capture and save incoming and insightful data from invitations, surveys, and chatbot interactions.
Store all transcripts and metadata from live chat, web messaging, SMS, and other communication channel interactions to Salesforce, and gain a complete view of your prospects and customers’ profiles.
Qualify leads in Salesforce via workflows and by acquiring customer data about key website page visits such as knowledge base article searches.
Allow customers to perform self-service tasks and solve issues while syncing with your Salesforce records.
Add record mappings to your account. Velaro supports Salesforce record types for Leads, Contacts, Accounts, and Cases.
With the integration, you can extend the power of Salesforce specialized solutions to manage every stage of the sales funnel process and grow your customer relationships. Connecting your Salesforce CRM tools to Velaro’s full-featured customer engagement platform unlocks the potential to increase customer lifetime values with your business.
Visit Velaro’s Help center for further information on setup and support.