ChatFunnel's Salesforce Integration

Demo ChatFunnels

What is Salesforce?

Salesforce is the leading customer relationship management (CRM) platform. It essentially organizes all your interactions with leads and customers, which improves communication among your team with customers. This streamlines sales and facilitates organized data. It tracks:

  • leads
  • contacts
  • customer information
  • touchpoints
  • accounts
  • opportunities
  • marketing campaigns
  • sales closed

 

christina-wocintechchat-com-HocFQHhGjDE-unsplash-scaled.jpg

What Is the ChatFunnels Salesforce integration?

ChatFunnels has integrated with Salesforce to expedite managing your customer relationships. Leads can be automatically synced from your ChatFunnels account directly into Salesforce.

 

You will even be able to see a transcript of every chat customers have through the bot. Also, you can record important details from every phone call or email with the customer, and see meetings booked through ChatFunnels as events. That way your whole team can access the information they need to aid with sending the customers down your funnel and ideally closing sales.

How this Integration Helps Your Company

This integration will alleviate the stress of keeping track of what stage each customer is in your funnel. It smooths out customer service and aids in pinpointing what each customer needs specifically.

Specific benefits:

  • Saves time
  • Decrease sales cycle time
  • See all customer interactions in ChatFunnels in Salesforce

 

campaign-creators-lAe6ot5tTec-unsplash

ChatFunnels converts web visitors into pipeline.

Register to see a custom demo in action on your website. Or talk to us live right now.

Book a Demo