An overview of BoldChat’s Salesforce integration practicality.
Seamless & Efficient
Businesses rely on associate degree system of merchandise and solutions as a part of regular operations. The Salesforce integration package, arguably the foremost strong on the market, mechanically sends chat knowledge into your Salesforce instance.
With the BoldChat Salesforce Module you’ll be able to produce any Salesforce object kind from a lively or inactive chat interaction: leads, cases, contacts, opportunities and accounts. This flexible module supports custom object varieties, custom fields and field mapping. Your strong knowledge, together with complete chat transcripts, mechanically seems in Salesforce. And, you’ll be able to customise the chat agent’s read so that they see solely the elds they have – the remainder passes into Salesforce seamlessly.
End-to-End Interaction Management
Live chats ar a singular breed of communication for 3 reasons:
There’s ne’er any doubt concerning what was aforesaid as a result of chat transcripts – together with links and pictures – record the whole story and store it for future reference.
Chats embrace enriching sub-rosa data like referrer/chat launch URLs and geo-IP knowledge.
Chats typically reach capturing lead data like email address, signaling and a lot of.
Existing Salesforce customers actually perceive the importance of contact consolidation, thus integration chat interactions for each sales and support could be a vital best apply for these organizations. The Salesforce module allows and automates this method with an equivalent flexibility and power customers have come back to expect from BoldChat.
The agent is bestowed with a dynamically rendered screen matching the fields inside Salesforce. this implies that:
Chat agents have the tools they have within the BoldChat interface.
Fields may be excluded from read to boost efficiency.
Required field varieties ar supported as ar custom fields.
Data is pre-populated… however still editable.
Chat knowledge seems within Salesforce
BoldChat’s Salesforce integration module makes vital web site interactions a part of a company’s established sales and support operations. Installation of the BoldChat Salesforce module mechanically creates a conversation repository inside the Salesforce interface. Chats ar related to different Salesforce objects enabling users to envision chat interactions connected to figure items; whether or not they be leads, cases, opportunities, contacts, etc.
Ultimate Flexibility and management
Out of the box, the BoldChat Salesforce integration module supports any object or field kind together with custom choices. in addition, the module allows eld level mapping in order that any BoldChat knowledge component may be passed to any target Salesforce field. this implies that:
Key web site visitant knowledge will seem inside Salesforce within the acceptable place related to your company’s workflow.
Sensitive client knowledge may be passed into Salesforce while not ever being exposed to associate degree agent.
The integration is permissionable in order that directors will maintain security through restricted access.
Pricing and availableness
The BoldChat Salesforce Module is out there as follows:
BoldChat professional = extra Charge*
BoldChat Premier = enclosed
BoldChat Enterprise = enclosed
