Salesforce is the world’s most widely used Customer Relationship Management (CRM) platform, encompassing all aspects of customer interface, from sales and marketing to customer service, and like the contactSPACE platform, Salesforce is available as a cloud-based (SaaS) offering.
Increasingly, businesses are realising enormous benefits by leveraging the contactSPACE out-of-the-box Salesforce integration, made easy via standard Salesforce authentication.
One of the major benefits is just how quick and easy it is to onboard of staff because they don't have to work inside the CRM environment or require any additional CRM training. Staff become more productive, faster, as their workflow is simplified. For instance, when a customer is in the call queue, the contactSPACE API will first query Salesforce to locate that record, and if found, contactSPACE will immediately display the customer’s details before the call is delivered to the agent. The agent then interacts with the caller within the contactSPACE environment, and at the end of the call, the caller’s record is automatically updated within Salesforce, as the agent prepares to take the next call. Throughout this process, web registrations are still being prioritised, so you’ll never miss an opportunity.
Comprehensive and secure, the API gateway enables custom integration between contactSPACE and Salesforce, as well as many other CRMs.
If you’re currently using Salesforce or another CRM, give us a call on 1300 360 533 or email us at firstname.lastname@example.org to find out how we can make your life simpler.