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Customers are the backbone of all businesses; thus, developing strong and healthy relationships with them is important to the success of your business. Maintaining healthy relationships with all your customers and clients will help you build trust and loyalty among them.
Companies are now implementing new tools and technology to connect with customers. Live chat software is the most preferred digital communication channel by most companies. Live chat allows you to have real-time conversations and offer quick customer support, boosting customer engagement and satisfaction.
A Customer Relationship Management (CRM) application is a great tool to streamline the entire sales cycle. A CRM can help you close deals in your sales pipeline and enable sales representatives to reach targets faster.
By integrating a CRM like Salesforce with a customer service software solution like Acquire, companies use technology to help create the best environment for the best customer experience.
Here in this blog, we will cover how the Salesforce CRM works, the integration of Acquire and Salesforce, and how businesses of all sizes benefit from this integration.
Salesforce is a CRM platform that helps in streamlining the customer service process, identifying customer needs, and providing quick solutions to customers.
It stores, monitors, and manages your customers’ information in a hassle-free way. It is a platform for managing your customer relationships and sales team.
All Salesforce products run entirely in the cloud so there’s no need for an IT team to set up or manage. Your employees can work from anywhere and in any device, as long as they have an internet connection.
With Salesforce, you can map out each step of your sales pipeline. In addition, it stores complete details of your prospects and customer, including customer information, chat history, internal notes, and their stage in your pipeline.
It will use transcripts to start a new customer record or will attach transcripts to existing customer records. With a transcript attached, sales representatives can customize their follow-up. This speeds up the time it takes to move qualified leads through your sales funnel.
A live chat Salesforce integration like Acquire records every visitor who has engaged with you on live chat as leads or contacts. Additionally, it measures the performance of every sales representative and helps you make data-driven decisions.
With this integration, your sales and marketing teams will be able to create and track leads from Acquire in Salesforce.
Just follow the steps below to integrate Acquire with Salesforce:
Go to https://app.acquire.io Dashboard > Setting > Integration > Click On Salesforce.
After clicking on Salesforce, you will be redirected to the page where you need to enter Salesforce Admin account credentials to log in.
Now go to the Acquire dashboard and start a conversation with your customer. Then click on Salesforce sync button.
All your customer details will sync automatically into your Salesforce account. You can view the data sent from Acquire in the Salesforce dashboard, under the leads/contacts/cases section. Chat transcripts will be created as cases/notes.
Running a successful business in this competitive world is a tough task. But by implementing Acquire and Salesforce integration you will surely be able to take your business to the next level.