An overview of BoldChat’s Salesforce integration functionality.
Seamless & Efficient
Businesses depend on an ecosystem of products and solutions as part of day-to-day operations. The Salesforce integration package, arguably the most robust on the market, automatically sends chat data into your Salesforce instance.
With the BoldChat Salesforce Module you can create any Salesforce object type from an active or inactive chat interaction: leads, cases, contacts, opportunities and accounts. This flexible module supports custom object types, custom fields and field mapping. Your robust data, including complete chat transcripts, automatically appears in Salesforce. And, you can customize the chat agent's view so they see only the fields they need - the rest passes into Salesforce seamlessly.
End-to-End Interaction Management
Live chats are a unique breed of communication for three reasons:
Existing Salesforce customers certainly understand the importance of contact consolidation, so integrating chat interactions for both sales and support is a critical best practice for these organizations. The Salesforce module enables and automates this process with the same flexibility and power customers have come to expect from BoldChat.
The agent is presented with a dynamically rendered screen matching the fields inside of Salesforce. This means that:
Chat Data Appears Inside Salesforce
BoldChat’s Salesforce integration module makes critical website interactions part of a company’s established sales and support operations. Installation of the BoldChat Salesforce module automatically creates a chat repository inside of the Salesforce interface. Chats are associated with other Salesforce objects enabling users to see chat interactions connected to work items; whether they be leads, cases, opportunities, contacts, etc.
Ultimate Flexibility and Control
Out of the box, the BoldChat Salesforce integration module supports any object or field type including custom options. Additionally, the module enables field level mapping so that any BoldChat data element can be passed to any target Salesforce field. This means that:
Pricing and Availability
The BoldChat Salesforce Module is available as follows:
*Contact us for pricing.