ChatFunnels' Salesforce Integration

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What is Salesforce?

Salesforce is the leading customer relationship management (CRM) platform. It essentially organizes all your interactions with leads and customers, which improves communication among your team with customers. This streamlines sales and facilitates organized data. It tracks:

  • Ceads
  • Contacts
  • Customer information
  • Touchpoints
  • Accounts
  • Opportunities
  • Marketing campaigns
  • Sales closed
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How does ChatFunnels integrate with Salesforce?

ChatFunnels has integrated with Salesforce to expedite managing your customer relationships. Leads can be automatically synced from your ChatFunnels account directly into Salesforce.

You will even be able to see a transcript of every chat customers have through the bot. Also, you can record important details from every phone call or email with the customer, and see meetings booked through ChatFunnels as events. That way your whole team can access the information they need to aid with sending the customers down your funnel and ideally closing sales.

How does this help me?

This integration will alleviate the stress of keeping track of what stage each customer is in your funnel. It smooths out customer service and aids in pinpointing what each customer needs specifically.

Specific benefits:

  • Saves time
  • Decrease sales cycle time
  • See all customer interactions in ChatFunnels in Salesforce
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ChatFunnels converts web visitors into pipeline.

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