Salesforce is a leading and preferred CRM platform for many businesses across the globe. Companies use it to manage and track contacts, leads, opportunities and customers. Chatbot and voicebot on the other hand are soon becoming one of the leading sources of lead generation and qualification.
Integrating Verloop.io’s conversational platform with Salesforce ensures that businesses push leads and information on these leads from chatbots and voicebots to Salesforces in a hassle-free manner.
With this integration, your team can follow up with new leads, check the chatbot/voicebot interactions with existing contacts and measure the impact of conversations on your funnel. With real-time syncing, your salesforce data is always up-to-date.
Some of the advantages you see include:
1. Create and update chatbot generated leads in Salesforce
Chatbots are 3x better at collecting information on users than forms are. With this integration, all chatbot and voicebot generated leads are automatically added to your Salesforce CRM for your sales team to pursue.
[In addition to Salesforce, you can pass on this lead information to your marketing automation software such as HubSpot, Clevertap, etc.]
2. Prep your support agents with a detailed customer profile
Support agents can serve your users better if they have all the information on the user. With Verloop.io – Salesforce two way integration, contact’s information is updated on the conversational AI platform in real-time.
The agent gets to see all interactions the user has had with the company [sales and marketing teams] and get the right context on the customer’s relationship with the brand.
3. Update contact information from automated and live chats
While interacting with chatbots or live agents, customers are sharing a lot of information about themselves. The integration ensures this data is passed on as attributes from Verloop.io’s conversational platform to respective fields in Salesforce CRM in real-time and automatically.
This allows you to keep your contact profile up to date on the Salesforce CRM and ensure all teams are on the same page w.r.t. customer data.
4. Add contacts to campaigns and re-engage with targeted messaging
As mentioned earlier, this integration is two-way communication. You can create a new list of contacts on Salesforce and use it to send targeted campaigns on Verloop.io’s conversational platform. These campaigns can be welcome messages, personalised offers, guides, etc.
Campaigns help businesses nurture their contacts with personalised and highlight targeted messages. It leads to higher engagement and conversion rates.
Verloop.io – Salesforce integration
Verloop.io – Salesforce integration helps you understand how the conversational platform has influenced your contacts buying journey, the different interaction points, responses, etc. You can see data on how many times your contact has interacted with the chatbot, what they are asking about, where they are chatting from, etc. With this information, you get a good understanding of your customer and help the sales team on closing the deal with ease.
The integration is very simple to implement. It can be done in a few easy steps in under five mins.
If you’d like to know more about Salesforce integration and how it can be enabled for your business, book a demo with us here.
Verloop.io provides 100+ tech integrations including payments, marketing CRMs, ticketing systems, workflow automation, etc. for businesses to support their tech stack. This has helped businesses to seamlessly integrate their chatbot solution without disturbing their existing tech integrations and rather reaping the most benefits out of the chatbot.