Most online sales or customer service businesses know Salesforce.com. But for newcomers who ask – what is Salesforce – it is a software as a service (SaaS) company that is best known for its Customer Relationship Management (CRM) software products. ClickDesk live chat integrates with Salesforce.
One of the reasons Salesforce is so popular is because it’s easy to use, making it a go-to tool for a number of online enterprises. Thanks to its cloud computing model, it’s billed as a no-hassle program which has no software or hardware to install. The result is that you can get it up and running in a fraction of the time you would otherwise spend on a CRM software solution.
With the growth of social media, Salesforce allows its customers to get connected to the social world, via a number of options. You can join the conversation with Chatter and Radian6, or you can build a cloud platform for custom apps with Force.com and Database.com. And if you’re a small business owner, you have the option of setting up your own help desk at Desk.com
But by far one of the most powerful tools developed by Salesforce is its Live Chat integration. ClickDesk very early on recognized the potential of integrated existing successful 3rd party- applications, in particular Salesforce.
With Salesforce chat installed on your website, you can interact with customers in real-time, at a cost that’s affordable. Live Chat is fully integrated with the cloud, so there’s no installation and set up requirements. Your agents can get chatting with your customers in no time at all.
In addition, it allows your support team to access relevant information by searching via fields, creating new accounts, and editing current user accounts. You can create leads right from the chat window and add chat transcripts to the lead in ‘Notes’ section of salesforce.
By combining Salesforce chat with our services, we help customers in their tracking and updating processes and have created chat software that allows businesses to meet their goals and increase their ROI’s. It’s easy to get started with the Salesforce chat interface on our control panel. Our helpdesk plugin lets you add new leads, pull up details, add notes and chat transcripts directly to the CRM.
To avail of this, you need to go to Preferences – Plugins and scroll down to find the Salesforce form. Enter in your username, password and API key, which you can get from your Salesforce dashboard.
Once up and running, when a customer initiates a chat and adds his email, the agent is able to access his information in Salesforce, add further details and view the chat transcript as a new note directly from the IM (Google Talk).