Salesforce Customer 360 Integrations

Salesforce enables sales teams to maximize their productivity and achieve their goals more effectively. As the premier CRM solution worldwide, Salesforce transcends basic capabilities. It provides teams with vital resources aimed at broadening their client bases, uncovering new opportunities, and closing deals rapidly from virtually anywhere. The platform features an impressive selection of tools, including contact management, opportunity tracking, lead oversight, email integration, report generation, sales forecasting, and file synchronization and sharing, to name just a few. This allows you to invest less time navigating through spreadsheets and more time concentrating on your core business activities. Without the need for any extra hardware or software, our intuitive setup guide empowers you to streamline sales workflows and resolve customer inquiries in just a few minutes. By connecting data across sales, service, and marketing, you can deliver seamless and tailored experiences to your customers. This holistic view of each client encompasses their accounts, interaction history, and connections. Additionally, incorporating social data can significantly enhance your understanding of customer behaviors and preferences, providing you with a competitive edge in the market. Ultimately, Salesforce not only boosts sales efficiency but also fosters stronger customer relationships through insightful data analytics.

With Kinective Bridge™ (previously known as OmniConnect), you can tap into the most extensive collection of integrated fintech solutions, boasting over 80 integrations that cover 99% of core systems in the United States. This platform enables you to effortlessly link your core with top-tier fintech providers to drive digital transformation, enhance operational efficiency, and elevate customer satisfaction. • A ready-to-go solution that ensures secure, all-encompassing, and well-supported connectivity • Enable innovation at your own pace while scaling growth without the requirement for extensive development resources • Reduce manual workflows and minimize the risk of human error • Utilize the most extensive library of integrated fintech solutions, giving you the freedom to select any system, technology, or provider While transformation may seem appealing in theory, implementing it poses challenges, particularly when dealing with outdated technology and legacy systems. Transitioning between cores or expending significant in-house development time to integrate various systems can often become a lengthy and cumbersome endeavor, requiring careful planning and execution to ensure success.

Connect with individual clients by employing a variety of tools that enable you to create personalized and pertinent content, ranging from basic email marketing to sophisticated cross-channel campaign management. By integrating data from different sources and devices, you can cultivate a thorough understanding of your clientele. Gather and leverage first-, second-, and third-party data to derive insights into your audience, facilitating growth by appealing to new market segments. Make effective use of data in conjunction with AI technologies, such as Einstein, to handle each interaction seamlessly. Be attuned to customer intent, decode their requirements, and deliver tailored communications that build trust and rapport. Foster two-way, immediate engagement that spans from the first touchpoint to customer advocacy. Additionally, present the next optimal action for each individual at scale, ensuring that all interactions remain relevant and timely. In addition, continuously evaluate the overall impact of your marketing efforts across various digital channels and devices, utilizing AI and a distinctive partnership with Google Analytics 360 to refine your strategies for ongoing success. Ultimately, this comprehensive approach will empower you to meet the evolving needs of your customers while driving your business forward.

Configure One Cloud, a product of Revalize, enhances sales cycles, simplifies business operations, and boosts efficiency through its premier CPQ solution. Leveraging over two decades of experience in the manufacturing sector, it facilitates the development of custom product configurations, instantaneous pricing calculations, seamless production data integration, and secure order placements, all integrated within a single platform. Elevate your manufacturing and sales processes with Configure One Cloud's sophisticated CPQ system, designed specifically for intricate product configurations and adaptable to global markets. As a proud member of Revalize, a frontrunner in CPQ, PLM, and design solutions, it offers a more streamlined journey from concept to revenue. Supporting over 15,000 clients worldwide, Revalize empowers businesses to effectively design, model, develop, and market an astounding $100 billion in products each year. Join a growing community of manufacturing pioneers who are adopting Configure One Cloud as a fundamental element of their digital transformation initiatives. With Revalize, no matter where your business journey begins, the potential for improved outcomes is always within reach. Discover the transformative power of Configure One Cloud today and revolutionize the way you operate.

Field Service Lightning, a creation of Salesforce, is an efficient onsite support platform specifically designed for businesses in the field service industry. Acknowledged as a Challenger in the 2017 Gartner Magic Quadrant for Field Service Management, this tool enables field service companies to accelerate call resolution, automate appointment scheduling, and acquire real-time insights into their operations. Additionally, the platform provides a wide range of features tailored to meet the requirements of mobile employees, dispatchers, and management teams, significantly boosting overall productivity and efficiency. Its robust capabilities allow organizations to swiftly respond to evolving demands and enhance the quality of service they provide. Consequently, businesses that leverage this solution are often better positioned to stay competitive in a fast-paced market.

Elevate your customer service capabilities using Salesforce Service Cloud, recognized as the leading and most all-encompassing customer support application globally. This platform provides organizations with a broad spectrum of features designed to assist clients through their chosen communication methods, such as phone, email, chat, and SMS. Among its impressive functionalities are a dynamic lightning console, streamlined case management, omni-channel routing, seamless telephony integration, video chat features, and social media support, to name just a few. By leveraging these robust tools, you can guarantee that your customers enjoy the tailored attention they need, regardless of their location. Additionally, the platform's adaptability ensures it can evolve with your business's changing needs, further enhancing the customer experience.

Delighted offers a comprehensive solution for enhancing customer experience, catering to both rapidly growing firms and well-established corporations like Allbirds, Instacart, Invision, Opentable, and Affirm, by enabling them to boost customer loyalty through effective feedback mechanisms. Feedback from customers can be seamlessly integrated into your business strategy in a matter of minutes rather than taking weeks. You can effortlessly tailor NPS, CSAT, and CES survey templates using Delighted. Surveys can be dispatched directly to customers through various channels, including email, SMS, in-app notifications, or via a link. Additionally, the platform allows for quick integrations, enabling you to set up surveys and incorporate real-time feedback into your existing systems like Slack, Salesforce, Shopify, Stripe, Hubspot, and many others. Utilize AI-driven survey text analysis along with pre-made reports to identify trends that require urgent attention. Furthermore, you can receive immediate notifications and customizable email digests by department, ensuring that crucial feedback reaches the appropriate team members who can implement necessary changes. This streamlined approach not only enhances customer engagement but also empowers businesses to act swiftly on valuable insights.

Essentials offers a robust application that merges sales and customer support capabilities into one cohesive platform. Picture an assistant that scales effortlessly to accommodate your diverse requirements — a thousandfold. Consolidate all your customer data in one place for easy access. Oversee your sales journey from the very first interaction to the ultimate agreement without any hiccups. Engage with your customers through multiple channels, including phone, web chat, social media, and email. Operate your business effortlessly from your mobile device. Generate insightful reports and dashboards to showcase critical business metrics in real-time. Furthermore, seamlessly connect with widely-used tools like Dropbox and DocuSign to enhance your workflow even more. This comprehensive solution not only keeps you connected but also boosts your efficiency in managing both customer relationships and sales activities, ensuring that you remain at the forefront of your business operations. With Essentials, your business can thrive in a competitive marketplace.

Whelp is a cloud-based AI service designed to deliver accelerated and tailored customer support. It caters to various industries, including BPOs, call centers, and sales teams in sectors such as airlines, healthcare, education, and banking. Users can access all communication channels from a single interface, ensuring a seamless experience. By providing customized support, businesses can forge enduring relationships with their customers. The chatbot feature automates the collection of customer data even when your team is offline. You can utilize live chat to engage potential leads through your website, fostering meaningful interactions that enhance customer loyalty. This system allows you to resume conversations from where the customer left off, eliminating the need for repetitive summaries. Customers enjoy exceptional service across multiple platforms, including voice, chat, SMS, email, and WhatsApp, all accessible from one convenient screen without the need for additional plug-ins or add-ons. With Whelp, your customers will receive swift, personalized assistance, leading to increased satisfaction and retention. This innovative approach not only streamlines communication but also empowers businesses to respond effectively to customer needs in real-time.

EasyMovie serves as a comprehensive video prospecting solution that enhances outcomes by enabling teams to connect with potential clients, secure additional sales, and boost overall sales productivity. It eliminates obstacles in the creation, dissemination, and monitoring of professional-grade videos on a large scale, allowing users to produce content five times more rapidly, even when managing several projects at once. Additionally, EasyMovie seamlessly integrates with your existing sales tools, enabling you to share videos and monitor engagement directly through emails, social media, or sales engagement platforms like Salesloft and Outreach. Furthermore, you can establish a customized library within Trailhead to utilize your team's insights effectively within Salesforce, maximizing collaboration and productivity. This multifaceted approach ensures that you can maintain your workflow while enhancing your video marketing strategy.

Robust security is crucial, yet it should not become an obstacle; rapid access can drive higher profits. Implement a streamlined access system that is both fast and intuitive, preventing any hassle for your team. Users should be able to request access to applications seamlessly, while managers can promptly approve or deny these requests via Slack, all while keeping a thorough audit trail in place. Remove the burdensome task of manually managing approval processes. Each access granted represents a possible security vulnerability. Indent empowers teams to bolster security and uphold the principle of least privilege by offering temporary access to users, ensuring that efficiency remains intact. Simplify the manual procedures necessary for SOC 2, SOX, ISO, and HITRUST compliance by embedding controls and policies directly into the access request framework. Provide access only when essential, as opposed to granting permanent access, which helps reduce your licensing costs. Indent facilitates considerable savings while delivering a smooth experience for end users. As your company grows rapidly, it is vital for your team to take calculated risks that promise significant rewards. This strategy not only protects your operations but also encourages your team to make bold and effective decisions. Ultimately, fostering a culture of decisive action can lead to innovation and long-term success.

Boost your productivity by seamlessly incorporating sales engagement into your CRM system. Provide your sales team with a unified platform that allows them to engage with clients across multiple channels efficiently. Automating routine tasks like scheduling meetings and sending follow-up emails enables representatives to dedicate more time to building genuine relationships. Utilize AI-driven insights from our sales engagement tool to identify prospects with the highest potential for conversion. Merge all sales activities—emails, phone calls, social media interactions, and tasks—into a single, streamlined to-do list. This centralization facilitates easy access and management of every task from one hub within the CRM. Create a unified seller experience that diligently tracks each prospect throughout their sales journey. Empower your sales team with clear, step-by-step instructions on prospecting while promoting best practices throughout the organization. Integrate essential sales functions via email, phone, and social media outreach. Optimize the prospecting workflow to guarantee consistent engagement with leads, while offering representatives AI-powered suggestions to refine their processes, enhancing both productivity and effectiveness. This approach not only elevates individual performance but also significantly improves the overall achievements of your sales team, leading to higher conversion rates and increased revenue.

Influ2 stands out as a groundbreaking platform for account-based marketing, being the first to focus specifically on person-based strategies. It empowers B2B marketers to pinpoint key decision-makers, assess their intent, and monitor engagement throughout the entire process. With a diverse clientele of over 75 medium and enterprise clients globally, including notable Fortune 500 companies such as NVIDIA, Capgemini, and Episerver, Influ2 has established a strong presence, boasting offices in New York and California and a team of more than 50 employees. The platform offers users the ability to construct tailored audiences, upload personalized messages and visuals, and track all interactions on both account and individual levels. Its innovative behavioral scoring model enables the identification of leads prior to their submission of a lead request form, enhancing the efficiency of the marketing process. Moreover, Influ2 includes a person tracker that provides marketers with insights into every individual who engages with their campaigns, revealing names, companies, and additional pertinent data. This wealth of information equips B2B marketers to design more compelling campaigns, leading to an impressive increase in leads by 4 to 7 times, ultimately transforming their marketing strategies. By leveraging these insights, marketers can continuously refine their approach to better engage their target audience.

Access all your information in a single, unified platform that encompasses your customers' permissions for communications through email and text. This allows you to manage the data effortlessly with a single click, making it easy to adjust according to your customers' preferences and any changes in regulations. The Customer 360 Privacy Center streamlines the management of how your Salesforce organization addresses the retention, deletion, anonymization, and transfer of customer data. You can customize its features to align with data privacy laws like GDPR, CCPA, and CPRA. Furthermore, it enables you to securely archive data that is no longer necessary for business operations. With the archiving and retention capabilities powered by Heroku within the Customer 360 Privacy Center, you can easily retrieve and manage this information for future use. In addition, this upcoming feature is designed to offer insights into your data usage and identify individuals who are authorized to access it, thereby improving your grasp of data governance. By promoting compliance and transparency, businesses can build stronger trust with their customers while ensuring the protection of sensitive information. This ultimately contributes to a more robust relationship between businesses and their clientele, reinforcing the importance of data ethics in today’s digital landscape.

Government Cloud Plus is designed to meet the stringent security needs of a variety of U.S. entities, which encompass federal, state, and local agencies, along with government contractors and federally funded research and development centers (FFRDCs), enabling these organizations to focus on their core missions. By offering intuitive business applications tailored for federal, state, and local agencies, as well as the aerospace and defense industries, it not only increases customer satisfaction but also enhances employee productivity. The program features thorough security monitoring and remediation practices that align with FedRAMP and DoD requirements, including yearly assessments by third-party evaluators (3PAO) to guarantee the implementation of effective security controls. Moreover, users benefit from access to a dedicated U.S. citizen support team that provides timely and knowledgeable assistance for any inquiries related to usage, technical issues, or coding problems. This unwavering dedication to both security and support empowers organizations to carry out their missions with greater efficiency and effectiveness. Ultimately, Government Cloud Plus serves as a vital resource for public sector entities striving to navigate their unique challenges while maintaining a strong security posture.

Salesforce Data Cloud acts as a cutting-edge real-time data platform designed to aggregate and manage customer information from various sources within an organization, offering a cohesive and comprehensive view of every client. This innovative platform enables businesses to seamlessly collect, synchronize, and analyze data as it occurs, resulting in an all-encompassing 360-degree customer profile that can be leveraged across multiple Salesforce applications, such as Marketing Cloud, Sales Cloud, and Service Cloud. By integrating information from both digital and traditional channels, including CRM data, transactional documents, and third-party data sources, it paves the way for quicker and more tailored customer interactions. Furthermore, Salesforce Data Cloud boasts advanced AI capabilities and analytical tools that allow companies to gain profound insights into customer behaviors and anticipate future needs. By centralizing and optimizing data for actionable use, it not only improves customer experiences but also enables targeted marketing strategies and fosters effective, data-informed decision-making across various organizational departments. In addition to enhancing data management processes, Salesforce Data Cloud is instrumental in empowering businesses to maintain their competitive edge in an ever-changing market landscape. Ultimately, its comprehensive functionalities ensure that organizations can adapt quickly and efficiently to shifting consumer demands.

Global Shop Solutions' ERP software streamlines the manufacturing process.™ It equips businesses with essential tools to ensure timely delivery of quality components from the initial quote to cash collection. In addition, it encompasses functionalities for shop management, scheduling, and inventory oversight. Manufacturers have the flexibility to opt for cloud-based solutions or on-premise setups, enhancing real-time inventory accuracy and elevating customer service levels. The company's headquarters, located in The Woodlands, Texas, boasts a cutting-edge research and development facility along with a dedicated training center for Global Shop Solutions users. With a presence in the United States, Mexico, Indonesia, Singapore, Australia, and New Zealand, the company proudly supports thousands of manufacturing operations across over 25 countries, ensuring they remain competitive in a rapidly evolving market. This extensive network underscores the company's commitment to providing exceptional service to its global clientele.

Transform customer engagement by obtaining mobile access to Salesforce even when offline. By integrating CT Mobile with the CT product suite, you can greatly enhance your sales efforts and increase the efficiency of your field teams. This application is specifically designed to optimize the sales cycle, allowing you to concentrate on achieving customer success. With CT Mobile, your field team's productivity is elevated through AI-powered features that cater to your unique customer requirements, all while ensuring you can access critical data from Salesforce at any time, irrespective of your internet connection. This guarantees that you remain on track for your scheduled appointments with all the necessary information at your fingertips. A simple click grants you access to essential details such as accounts, contacts, contracts, and special requests, thereby simplifying your workflow. By taking advantage of the additional features within CT Mobile, your sales team can automate routine tasks, thereby expediting their daily operations. Moreover, you can further enhance sales effectiveness by developing tailored modules for presentations, retail execution, order management, and many other functionalities, which ultimately leads to improved outcomes for your organization. Such a holistic strategy not only maximizes efficiency but also ensures that your team is consistently well-informed and ready for any situation. In doing so, you create an environment where customer satisfaction can thrive and business objectives are more readily achieved.