It's no secret that customers are the ultimate arbiters of a company's success or failure. Therefore, maintaining good customer relationships is crucial to surviving and growing in a competitive market. A Customer Relationship Management system (CRM) is like a cheat sheet for business that offers everything you need to build and nurture meaningful relationships.
When it comes to CRMs, Salesforce(SFDC) is a great option from several available to choose from. It was the first company to provide a cloud-based solution in the CRM space, and it has gradually expanded its market share since its launch in 1999. SFDC unites marketing, sales, commerce, service, and IT teams in one integrated platform so that you can focus on one shared goal: customer satisfaction.
Furthermore, SFDC provides powerful apps and services, also known as clouds, that help you better understand your customers' wants and needs. As a result, you can tailor your product and services to meet their needs while exceeding their expectations. There are comprehensive clouds available for sales, service, marketing, finance, and more as it seems like Salesforce has built CRM solutions for every type of business. If you cannot find a solution for your business, you can opt for the Salesforce app exchange, which has extensive apps and experts to solve your unique business problem.
The SFDC platform is so comprehensive that users may have to compromise some features to accommodate the whole suite. One such compromise is with the SFDC chat, which helps to communicate live with customers and potential leads. The inbuilt chat system has several flaws, including connection issues, no chat widgets, inability to handle multiple conversations, and the need to physically refresh the conversation, which may lead you to decide to use a different platform for consumer engagement.
Integrating Botsplash with SFDC can alleviate this issue by allowing users to benefit from both platforms simultaneously. Botsplash is an omnichannel consumer engagement solution that enables users to converse over multiple channels on one unified SaaS-based dashboard. Our integration options help our users conveniently chat with their customers and leads without leaving the SFDC platform.
With this integration, the chats are live updated no matter which section of the SFDC portal you're on. This way, you'll immediately know when your prospects and leads are trying to get in touch with you, and you can quickly reply to their queries. You also can access canned messages to promptly respond to messages while handling multiple users simultaneously. Apart from this, the Botsplash chat widget offers several features, such as access to lead contact information, lead assignment to other agents, visitor page access, and chat transcripts that provide customers and agents with a pleasant and productive chat experience. As a result, our process helps to turn conversations into conversions.
SFDC doesn't offer lead analytics, but with the integration of Botsplash, you can filter leads to focus on what's most important. Your agents can also track the status of potential leads in the sales funnel and determine your marketing campaign's effectiveness.
Additionally, with the Botsplash integration, you have free access to the Botsplash mobile app with a single sign-on. The mobile app syncs with all communication channels so that you can efficiently respond through the app. This way, you won't miss any leads while away from your computer.
Why integrate Botsplash with Salesforce?
As a Salesforce user, adopting Botsplash can enhance the chat experience for your agents and the customer. Our feature-packed chat widget makes it easy to reply to leads while communicating with the Salesforce CRM effortlessly. As a result, you get the best of both platforms on a single, convenient dashboard.
How to set up Botsplash in Salesforce?
The setup process is straightforward. We set up all client accounts with single sign-on accessibility. Once signed into Salesforce after the Botsplash integration, the Botsplash chat widget will pop up automatically.
Do I need to use Botsplash as a separate platform even after the integration?
No, you don't have to since all the features are available right when you log into SFDC to engage and respond to chats. However for any configuration and administrative tasks such as adding new canned messages, changing your calendar setup and such you can expand the widget to open as full-screen Botsplash. Apart from this, all features, such as chat history, assigning, client details, and canned messages, can be done through the widget.
What about onboarding?
The Botsplash integration utilizes single sign-on, so you can access everything once you are logged into SFDC. Thus, little to no onboarding is required as the setup is effortless, and the chat widget is easy to use and understand.
But if required, we can complete the onboarding process within one training session. If interested, you can reach out to our amazing client success team who will help you throughout the process.