Salesforce
Connect LiveChat to Salesforce to create new Contacts, Leads and Cases straight from the chat.
Salesforce Sales Cloud is a platform for managing a sales team and customer relationships. It lets you map out each step of your sales pipeline. With this software, you have a complete view of your customers, including contact information, actual stage in the pipeline, quotes, history of interactions, internal notes. You are able to gain insights from social media sites such as Linkedin, Twitter or Facebook - right within Salesforce. What is more, you can boost productivity using workflows, which automate your business process. For example, you can automatically assign leads with deals over certain size to the specific salesperson. Finally, it lets you forecast sales, analyze the performance of sales team and make data-driven decisions.
Key Features
Integrate LiveChat with Salesforce and elevate your workflow to the next level. Manage your Leads and Contacts, save chat transcripts as Objects and decide which information about your customers are the most important – all of that without leaving your LiveChat application!
Decide which fields should be available when adding new Leads or Contacts and and choose the exact object to which LiveChat will save your chat transcripts – whether it's the Activity or Task. And all of that straight inside the plugin itself!
Benefits
Capture leads on a big scale and strengthen relationships through live chats.
The context gained from CRM records is key for sales and support team as they chat live with prospects. This integration provides that context right where they work - in the Salesforce dashboard.
Competitive advantage can be obtained by managing your products more efficiently and having good relationships with customers. With LiveChat, you can communicate with your customers in a channel they prefer while providing a superior customer experience.
App Terms
Legal Terms
By installing this app, you agree to the Marketplace Terms.
Tutorial & Support
How to use this app
Follow the app tutorial with setup instructions on how to use and properly configure this app with your LiveChat account. To get help and support contact text|. You can also suggest improvements or request new features in the upcoming versions of Salesforce.