Integrate ClickDesk with your Salesforce CRM
Enage with your leads better - Convert them to customers with Salesforce Live chat and VoIP Call plugin
Salesforce CRM Helpdesk
Salesforce is one of the most powerful cloud hosted CRM softwares available. Thousands of businesses rely on this SaaS 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 integrated to your Salesforce.
Salesforce Plugin
Salesforce CRM helpdesk plugin Features
- Fully customizable live chat forms, integration rules and custom SOQL queries
- Pull the lead details onto your operators' IM from salesforce instantly when the lead initiates livechat on your websites
- Add new leads, notes and post chat transcripts directly form your IM to your Salesforce
- No installation of any software or coding knowledge needed. Just enter your Salesforce credentials to get started
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ClickDesk - Salesforce CRM Live Chat Integration Guide
Step 1: Enable Salesforce plugin
- In the ClickDesk dashboard, Go to Preferences -> Plugins
- Scroll down to find Salesforce block. Enter your Salesforce username, password and API Key. Click Submit
- The API Key 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
- Control what to be posted (default is chat transcript) back to the note after the live chat ends
Step 3: Retrieve lead details
- Salesforce plugin is now active on your account
- When a customer enters your website and leaves his email to initiate a live chat, the operator receives customers' information directly on their IM
- Clicking on the profile link in the IM shall directly open 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 members in the team to go through the situation at a later stage and help them keep track of the customer
- Once the integration with Zoho is setup, the post-chats are automatically added to the leads profile in the notes section for future reference and Quality analysis of the live chat
Step 6: Add a Note Manually
- In addition to the entire chat transcript (post-chat) that gets 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
