Maximize business efficiency with Salesforce CRM integration
Engage with your leads better - Convert them to customers with Live chat and Call plugin
Salesforce CRM Helpdesk
Salesforce is one of the most powerful cloud hosted CRM software available. Thousands of businesses rely on this solution for their day-to-day business activities. ClickDesk deeply integrates with Salesforce to ease the lead tracking and updating process. Save time and generate more leads with ClickDesk-Salesforce plugin.
Salesforce Plugin
Salesforce CRM helpdesk plugin Features
- Get complete information about the web visitor from your Salesforce CRM. Lookup the visitor's email in Salesforce and get all the relevant visitor information from CRM.
- Fully customizable live chat forms, integration rules and custom SOQL queries. Add new contacts, notes and post-chat transcript directly from your IM.
- Visitors chat or call from your website. Operators respond through Google Talk or Skype on a computer or mobile device.
- Get complete visitor information - Visitor name, email, location, pages or products browsed and more.
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ClickDesk - Salesforce CRM Live Chat Integration Guide
Step 1: Enable Salesforce plugin
- In the ClickDesk dashboard, Go to Live chat -> Plugins & Integrations.
- Click on the Salesforce block. Enter your Salesforce username, password and API Key.
- The API security token can be obtained from your Salesforce dashboard.
Step 2: Advanced settings
- You can completely control which field in the lead profile to be received on the IM during pre-chat. Change the SOQL queries accordingly.
- Add lead and decide which information to post in the lead profile with a short command. Choose to add this info to the leads or contacts in your Salesforce.
Step 3: Retrieve lead details
- Salesforce plugin is now active on your account.
- When a customer visits your website and enters his email to initiate a live chat, the operator receives the customer's information from Salesforce directly on their IM.
- Clicking on the profile link in the IM opens the profile of that particular lead in Salesforce.
Step 4: Add a new lead
- You can add a new lead to your Salesforce CRM directly from your IM during the live chat with a potential customer.
- To add a lead during the live chat, send "/add" in Google Talk or "\add" in Skype. A new lead will be created in your Salesforce with the Name, Email and Address details auto filled.
Step 5: Add post-chat transcript
- Chat transcripts allow the operator or the other team members to access customer details for future reference. This can also help them keep track the customer closely.
- Once the integration with Salesforce is setup, the post-chats are automatically added to the leads profile in the notes section.
Step 6: Add a Note Manually
- In addition to the entire chat transcript (post-chat) that is added automatically, the operator can add a desired message to the particular lead's note.
- To add a note for the existing lead at any time during the chat conversation, send "/note" message in Gtalk or "\note" message in Skype.
