Integrate Salesforce with LivePerson
About Salesforce
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.
About LivePerson
LivePerson’s artificially-intelligent chatbots automate approximately 70% of customer inquiries, allowing you to scale your business without the overhead of hiring new staff. As an AI-powered chat platform, LivePerson offers a comprehensive service that simplifies the process of building, managing, and finetuning chatbots to support your business goals.
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 LivePerson data to Amazon Redshift
Load your LivePerson data to Google BigQuery
ETL all your LivePerson data to Snowflake
Move your LivePerson data to MySQL
Integrate Salesforce With LivePerson Today
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Salesforce's End Points
Salesforce Leads
Track valuable Salesforce lead information like who your leads are, their contact information, where they were first met and their contact status.
Salesforce Contacts
Store a Salesforce contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Salesforce Accounts
Create a Salesforce 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.
Salesforce Opportunities
Create a Salesforce 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.
Salesforce Products
Track a product’s name, description and category. Then, use a Salesforce product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Salesforce Campaigns
Track things like the budgeted cost and the actual cost of a campaign in Salesforce. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Salesforce Events
Schedule events in Salesforce 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.
Salesforce Custom Objects
Create Salesforce custom 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.
LivePerson's End Points
LivePerson Messaging Channels
LivePerson's AI chatbots engage your customers via the messaging channels they're already using. You can embed LivePerson into your website and mobile apps to answer customer questions while they're using your service or browsing your products. Your LivePerson chatbots can also communicate with your customers via SMS, Apple Business Chat, Facebook, Twitter, WhatsApp, Google RBM, Email, Line, and Google AdLingo.
LivePerson AI-Powered Chatbots
LivePerson chatbots can address approximately 70% of your customer's questions by using a powerful AI engine that was taught with decades worth of consumer data. The platform includes AI templates with prebuilt dialog flows and advanced natural language processing features that get your chatbots up and running in no time. LivePerson makes it easy for non-tech-savvy employees — including your customer service reps and content creators — to develop and finetune chatbots from scratch.
LivePerson Call-to-Message Features
LivePerson includes a feature to turn the phone calls you can't answer into messaging conversations. If customers call and need to wait on hold, this function gives them the chance to start a messaging conversation and get help immediately rather than wait on hold or wait for a returned phone call. According to LivePerson, 8 out of 10 customers choose to message when offered the chance to stop holding. In this way, LivePerson reduces the number of telephone reps your business requires, as chatbots can answer frequently asked questions, schedule appointments, and more — without the need for human employees.
LivePerson Advanced Management Tools
LivePerson includes features that put managers at the center of messaging conversations, like a web-based workspace where you can monitor and control all conversations between customers, bots, and agents. Meanwhile, with bot-assisted messaging, agents can manage multiple customer-bot conversations at once from a desktop computer, laptop, or mobile device. This allows agents to intervene when required for more positive customer experiences. LivePerson even provides real-time feedback on conversation health, so your agents know which conversations most urgently require their attention.
LivePerson Analytics and Metrics
The LivePerson platform tracks and analyzes all aspects of customer messaging conversations by monitoring information like chat duration, customer intent, conversion stats, and customer satisfaction levels, so you can gain key insights from your customer messaging conversations. These insights will help you improve chatbot interactions while providing ideas for improving other areas of your business, products, and services.