Customer Relationship Management (CRM) System Integration
Bridge the gap between your organization’s CRM and live chat by utilizing Velaro’s out-of-the-box CRM integrations. Agents are able to increase productivity by pulling customer information from the CRM or creating new records without ever leaving the chat screen, and error-prone duplicate data is all but eliminated.
Microsoft Dynamics
Make the most of your Microsoft Dynamics investment and gain a 360-degree view of your customers by integrating your CRM with live chat software built for the enterprise.
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NetSuite
By integrating your website live chat solution with NetSuite CRM – the single source of truth for granular customer data – you can give your support staff one-click access to a 360-degree view of the individual with whom they’re chatting. Purchase history, past interactions, location, contact information – it’s all there.
NetSuite Integration Guide
Salesforce
With Velaro’s flexible and configurable Salesforce integration, agents can access data and create new records without ever leaving their chat. Import any and all record fields (including custom fields) to ensure the integration works exactly as you need it to.
Salesforce Integration GuideeCommerce Platform Integration
When it comes to integrating live chat with your eCommerce platform, reducing cart abandonment is just the tip of the iceberg. Only Velaro offers the enterprise tools you need to Make Every Chat Better Than the Last.™
Magento
Velaro’s native Magento integration gives you and your agents the enterprise-grade tools to truly engage users, accurately measure and analyze results, and foster a culture of continuous improvement within your customer service department and contact centers. With Velaro, you can:
- Proactively and automatically engage shoppers based on completely configurable triggers – total transaction value, a specific product being added to a cart, idle time or nearly anything else you can imagine.
- Know exactly what your prospective customer is currently viewing, and suggest related products and relevant upsells through a simple drag-and-drop interface.
- Instantly identify website visitors by Magento Customer Group (e.g., VIP Customers), empowering agents to drive repeat business by serving up highly personalized messaging.
- Customize the look and feel of Velaro to match your store’s brand exactly.
- Integrate and display data from Velaro, Magento and your CRM to offer agents a full picture of the customer without ever needing to leave the live chat application.
- Leverage the industry’s top analytics and reporting engine to view and analyze the exact data you want, in the exact format you need.
Knowledgebase Software Integration
If you have a knowledgebase in place, your agents probably send users there on a daily basis. With Velaro’s knowledgebase integration, visitors can be redirected to relevant pages based on pre-chat survey answers, giving agents and CSRs more bandwidth to help users with more complex needs.
Desk by Salesforce
Velaro integrates with Desk’s knowledgebases, giving users answers before a live chat agent even needs to engage.
Other Integrations
Data Storage
Need to store your customer engagement data and chat transcripts outside Velaro? No problem! We can integrate with cloud storage solutions, FTP servers, internal databases or any other system.
Social Media
Give your agents a 360-degree view of users by automatically pulling in social media data. As a bonus, users don’t need to fill out information they’ve entered 100 times – Velaro grabs login and identity data automatically from Facebook, Twitter, LinkedIn and Google+.
Content Management Systems (CMS)
Don’t feel like adding JavaScript code to your website to deploy Velaro? Not a problem. Just use Velaro’s pre-built CMS connectors and plugins to automatically link your site to the platform. Need to customize the deployment? You get all the same options you would if you generated the installation script manually, but you’ll never have to touch a line of code.
You can improve how your visitors connect with you!
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