Integrate Salesforce with LiveAgent
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
LiveAgent help desk software organizes and streamlines your customer support data, allowing you to stay closer to your customers and answer their questions faster. In the long term, this increases overall customer satisfaction and brand loyalty, allowing businesses to build and maintain strong, lasting customer relationships.
Popular Use Cases
Bring all your Salesforce data to Amazon Redshift
Load your Salesforce data to Google BigQuery
ETL all your Salesforce data to Snowflake
Move your Salesforce data to MySQL
Bring all your LiveAgent data to Amazon Redshift
Load your LiveAgent data to Google BigQuery
ETL all your LiveAgent data to Snowflake
Move your LiveAgent data to MySQL
Integrate Salesforce With LiveAgent Today
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Salesforce's End Points
Track valuable lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create an account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a product’s name, description and category. Then, use a product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Schedule events that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Create objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.
LiveAgent's End Points
You can add each contact into a company to better understand an organization’s customer satisfaction and keep track of what each company is requesting as a whole.
Agents can both provide support services and supervise the LiveAgent system. Key tools - like agent performance reports, agent ranking, and gamification - help improve agent morale and efficiency over time.
Add tags on your tickets to group them together by topic or to differentiate important customers. Then, use these tags to easily sort and filter through your tickets for faster response times and increased satisfaction.
Every time someone contacts you, a new contact is created in LiveAgent. You can then read information about your customers - including basic contact info, language preferences, and any customer data captured in user fields - and use this information to inform and improve interactions.
LiveAgent has built-in chat and features like ticket merging and GIFs in tickets that make conversations more efficient, useful, and effective.