INTEGRATIONS – SALESFORCE
Seamless integration with the world’s #1 CRM.
For those customers already using Salesforce, QContact integrates seamlessly.
QContact and Salesforce offer:
Runs inside your Salesforce Lightning or Classic to get automatic screen pops and click-to-call functionality.
Pushes call logs automatically back into your Salesforce activity timeline.
Pulls information back from Salesforce into QContact.
Two ways of Integrating.
Salesforce OpenCTI.
QContact offers two ways of integrating Salesforce with our platform. If you wish your staff to continue using the Salesforce interface, we connect with Salesforce OpenCTI to give you screen pops, and click-to-call functionality using the same tools and interface you are used to.
QContact’s rich omni-channel interface.
Alternatively, you can use QContact’s rich omni-channel interface, and we will automatically pull live information from Salesforce directly into our platform, giving you unparalleled levels of customisation across every channel, whilst keeping your systems perfectly in sync.
Automatic Conversation Logging.
We will automatically push a log of every conversation into your Salesforce instance whichever integration option you chose, ensuring your Salesforce timeline includes every call, text, e-mail, social media and more on their activity feed.
Data-led decisions.
If a customer gives you a ring, wouldn’t it be great to understand why they may be calling, and automatically route their call to the right person? By connecting QContact to your Salesforce, you can automatically pull a complete customer profile before you even answer the phone, detecting for example if the customer has just applied for a loan, and correctly routing to the right department.
Or perhaps you want to give the customer the ability to check the status of their insurance or account through an automated IVR. This and much more is all possible with QContact’s – whatever data is in your Salesforce, can be used to create rich data-led decisions.
