Ultimate guide to Salesforce integration to increase your leads

You will lose customers if you keep them waiting or make them feel like they are not having a good time. You will probably also miss out on selling opportunities and the trust of your customers by not keeping your service up to the mark. Bad customer service can put a stop to your business. Does anyone want that? Of course not! 

The Salesforce chatterbot powered by Communicat-O has been designed specially to turn this around. 

In this modern era, you will find chatbot solutions available for almost every industry- marketing, government, finance, B2B interaction, real estate and even Healthcare. This is mainly because people find chatbots more reliable for getting answers than website forms. 

With the advancement of technology, now the chatbot does more than answer. For example, the salesforce chatterbot offers many essential things like the diagnosis of symptoms, mental Healthcare consultations, nutrition facts, and tracking in the healthcare industry. 

It played a significant role in answering questions during the covid 19 pandemic. 

 

What is a Chatbot?

Salesforce created chatterbots/ chatbots to understand and handle customer interactions with the help of AI. A chatterbot is a virtual assistant that works like a solution that uses AI to help you solve your clients’ needs. We have enhanced and taken forward the vision with our product- Communicat-O. 

It saves your team’s time and effort by answering automatically. That will help the organization reduce the human team’s workload and save time and money. 

Salesforce is very helpful for analyzing customer data, supporting managers and directors by taking effective decisions and enhancing productivity. 

Artificial intelligence has improved productivity without sacrificing quality by using its two primary skills; Machine learning and Natural language processing (NLP). For example, in Customer Service, AI has freed up human work capacity to work on more complex issues.

Let’s dive right into 11 things you probably forget to do with your salesforce chatterbot. 

 

1- Determine the Availability of your Bot

If your company usually faces loads of calls and messages, then Salesforce Chatterbot can help you ease it. In addition, some companies can improve their management levels by serving customers on these platforms. But generally, the more challenging issue the company faces is to serve the customers right and connect with them directly. 

Therefore, Communicat-O keeps your bot available 24*7 and ensures there is no downtime. 

 

2- Collect Consumer Data 

Salesforce chatterbots are designed to reduce and enhance the work which used to be done by human force. Chatterbots are intended to do some functions better in less time. 

Customer service and collecting consumer data can be done with the help of Salesforce ChatterBot. Human resources can be conserved as Communicat-O enables intelligent automated replies by leveraging technology and AI.

 

3- Better ROI

As you might know, ROI is directly proportional to how any industry uses the salesforce chatterbot. 

The significant benefit you can avail for your business by using chatterbot is reducing handle time, increasing CSAT, and increasing case deflection. 

Using Communicat-O, your business benefits at a minimal cost as low as $15/user/month, so the more use of the bot, the better the ROI. 

 

4- Automate Resolve Customer Issues 

Customer is key to any industry for it to work well. Any company will like to improve and hold onto their customer base with your product or service happy. For keeping your top clients happy, these companies prefer to rely on NLP and connected CRM data. 

Salesforce has introduced Einstein Bots which are AI-powered and CRM connected chatbots. That will benefit the advances in AI and help reduce the costs for the company. 

 

5- Track Performance  

Communicat-O has a built-in performance analysis program installed. With the help of the bot, you can measure the metrics such as response time average, handle time and other factors related to keeping work on track. With metrics handy, it helps make decisions faster and better.

 

6- Effectively Connect With Business Process  

Many industries, including Healthcare, are already effectively using the salesforce chatterbot as an essential and integral part of their customer service. 

Communicat-O integrates chatterbots into existing business processes to start actions on the agent’s side. For example, we are successfully using Bots to connect with customers and finish the required steps automatically on the agent’s behalf. 

 

7- Build CRM with AI 

Build your customized chatterbot with Communicat-O. It will help you create conversational flows that will connect data in salesforce by using simple language for better understanding by the customers. 

The benefits of advances in AI with the help of Communicat-O  in Salesforce will help make the customer experience more authentic. For example, you can add common types of customer questions and answers to them and some human-like dialogues for better customer interactions. 

 

8- Reduce Cost 

It goes without saying that a trained chatterbot who takes care of customer service 24*7 makes the human support team useless. Therefore, the more intelligent your solution is, the lesser your cost. 

Having a bot powered by Communicat-O with 24*7 service reduces the human services and helps the company save some costs. 

 

9- Boosts Sales 

Along with resolving customer complaints and queries, the salesforce chatterbot can also detect sales and carry out real-time selling actions. With the help of this virtual assistant, your sales team’s workload will reduce. 

 

When our chatterbot detects a potential sale, it asks the customer to fill out a form and send the details to the sales team. In simple words, the bot automatically connects seamlessly to your CRM workflow. 

 

10- Offer Unlimited Support  

You can now forget about making your customers unhappy with no or late response. As of now, you can entirely rely on Communicat-O’s chatterbot to resolve any customer complaints and demands immediately and 24*7 in all your channels and websites. That way, you will have excellent customer relations maintained. 

 

11- Build a Team for your bot 

 

Building an effective team for your bot is very crucial for your industry. You must have three stakeholders- 

 

  • Product Owner
  • System Administrator 
  • Content Writer 

 

Keeping the above three staff will help you ensure that your bot is working effectively. In addition, they will help you incorporate the bot with the external system, design the conversion for advertising and communications, and manage the bot’s versions.

You will lose customers if you keep them waiting or make them feel like they are not having a good time. You will probably also miss out on selling opportunities and the trust of your customers by not keeping your service up to the mark. Bad customer service can put a stop to your business. Does anyone want that? Of course not! 

The Salesforce chatterbot powered by Communicat-O has been designed specially to turn this around. 

In this modern era, you will find chatbot solutions available for almost every industry- marketing, government, finance, B2B interaction, real estate and even Healthcare. This is mainly because people find chatbots more reliable for getting answers than website forms. 

With the advancement of technology, now the chatbot does more than answer. For example, the salesforce chatterbot offers many essential things like the diagnosis of symptoms, mental Healthcare consultations, nutrition facts, and tracking in the healthcare industry. 

It played a significant role in answering questions during the covid 19 pandemic. 

 

What is a Chatbot?

Salesforce created chatterbots/ chatbots to understand and handle customer interactions with the help of AI. A chatterbot is a virtual assistant that works like a solution that uses AI to help you solve your clients’ needs. We have enhanced and taken forward the vision with our product- Communicat-O. 

It saves your team’s time and effort by answering automatically. That will help the organization reduce the human team’s workload and save time and money. 

Salesforce is very helpful for analyzing customer data, supporting managers and directors by taking effective decisions and enhancing productivity. 

Artificial intelligence has improved productivity without sacrificing quality by using its two primary skills; Machine learning and Natural language processing (NLP). For example, in Customer Service, AI has freed up human work capacity to work on more complex issues.

Let’s dive right into 11 things you probably forget to do with your salesforce chatterbot. 

 

1- Determine the Availability of your Bot

If your company usually faces loads of calls and messages, then Salesforce Chatterbot can help you ease it. In addition, some companies can improve their management levels by serving customers on these platforms. But generally, the more challenging issue the company faces is to serve the customers right and connect with them directly. 

Therefore, Communicat-O keeps your bot available 24*7 and ensures there is no downtime. 

 

2- Collect Consumer Data 

Salesforce chatterbots are designed to reduce and enhance the work which used to be done by human force. Chatterbots are intended to do some functions better in less time. 

Customer service and collecting consumer data can be done with the help of Salesforce ChatterBot. Human resources can be conserved as Communicat-O enables intelligent automated replies by leveraging technology and AI.

 

3- Better ROI

As you might know, ROI is directly proportional to how any industry uses the salesforce chatterbot. 

The significant benefit you can avail for your business by using chatterbot is reducing handle time, increasing CSAT, and increasing case deflection. 

Using Communicat-O, your business benefits at a minimal cost as low as $15/user/month, so the more use of the bot, the better the ROI. 

 

4- Automate Resolve Customer Issues 

Customer is key to any industry for it to work well. Any company will like to improve and hold onto their customer base with your product or service happy. For keeping your top clients happy, these companies prefer to rely on NLP and connected CRM data. 

Salesforce has introduced Einstein Bots which are AI-powered and CRM connected chatbots. That will benefit the advances in AI and help reduce the costs for the company. 

 

5- Track Performance  

Communicat-O has a built-in performance analysis program installed. With the help of the bot, you can measure the metrics such as response time average, handle time and other factors related to keeping work on track. With metrics handy, it helps make decisions faster and better.

 

6- Effectively Connect With Business Process  

Many industries, including Healthcare, are already effectively using the salesforce chatterbot as an essential and integral part of their customer service. 

Communicat-O integrates chatterbots into existing business processes to start actions on the agent’s side. For example, we are successfully using Bots to connect with customers and finish the required steps automatically on the agent’s behalf. 

 

7- Build CRM with AI 

Build your customized chatterbot with Communicat-O. It will help you create conversational flows that will connect data in salesforce by using simple language for better understanding by the customers. 

The benefits of advances in AI with the help of Communicat-O  in Salesforce will help make the customer experience more authentic. For example, you can add common types of customer questions and answers to them and some human-like dialogues for better customer interactions. 

 

8- Reduce Cost 

It goes without saying that a trained chatterbot who takes care of customer service 24*7 makes the human support team useless. Therefore, the more intelligent your solution is, the lesser your cost. 

Having a bot powered by Communicat-O with 24*7 service reduces the human services and helps the company save some costs. 

 

9- Boosts Sales 

Along with resolving customer complaints and queries, the salesforce chatterbot can also detect sales and carry out real-time selling actions. With the help of this virtual assistant, your sales team’s workload will reduce. 

 

When our chatterbot detects a potential sale, it asks the customer to fill out a form and send the details to the sales team. In simple words, the bot automatically connects seamlessly to your CRM workflow. 

 

10- Offer Unlimited Support  

You can now forget about making your customers unhappy with no or late response. As of now, you can entirely rely on Communicat-O’s chatterbot to resolve any customer complaints and demands immediately and 24*7 in all your channels and websites. That way, you will have excellent customer relations maintained. 

 

11- Build a Team for your bot 

 

Building an effective team for your bot is very crucial for your industry. You must have three stakeholders- 

 

  • Product Owner
  • System Administrator 
  • Content Writer 

 

Keeping the above three staff will help you ensure that your bot is working effectively. In addition, they will help you incorporate the bot with the external system, design the conversion for advertising and communications, and manage the bot’s versions.

increase leads with Salesforce integration services

Salesforce is a cloud-based robust platform that provides customer relationship management (CRM) service. CRM is a technique that an organization uses to administer its interaction with customers. It allows the organization to manage customer relationships through a single tool, helping the business provide a better customer experience and improve business outcomes. It can act as a platform to build cloud-based applications from scratch, such as the sales cloud, the marketing cloud, the service cloud, community cloud, analytic cloud, app cloud and a few other services. 

Each of the services has its functionalities and can be used by different teams in a company like the sales company can use the sales cloud, the support team can use the service cloud and so on.

 What is Salesforce Integration?

Salesforce integration is the process of merging the data and functionality of Salesforce with a third party application to provide users with a single unified experience. It connects salesforce.com with third-party external systems and applications like Facebook, Linkedin, Gmail, outlook and other external websites. 

It also allows you to establish and manage communication between salesforce CRM and the other system with the help of Application programming interfaces (APIs). APIs are used to interpret the messages that these systems exchange. 

In simple words, salesforce integration is just connecting your sales force to any other tools you need to run your business. It can be helpful in the analysis of data and also support the managers and director by taking the right and effective decisions. 

 So, integrating Salesforce with other tools can be very helpful in enhancing productivity and bringing significant improvement; that leads to overall success for the company. Communicat-O is one such tool that integrates each and every application falling under social media platforms to one unified platform. It lets you transfer conversations between representatives, bulk messages across platforms and convenes all the interactions in one place.

 Advantages of Salesforce Integration

 Let’s talk about the general benefits of integrating Salesforce with external systems. 

 Offers all-in-one Access:- As mentioned earlier, Salesforce integration is done with various other third-party applications, which lets users access functionalities of both Salesforce and the third party application. As a result, they won’t have to switch between systems and can stay logged in to one system to get their work done. Communicat-O ensures that you do not miss even a single text with it’s all in one integration. 

 Increases Productivity:- Sometimes a job requires a lot of copying data to ensure it appears in all the systems. However, manually doing it can cause errors and take away your valuable time. With Salesforce, you can integrate the system to have automated checks and balances to ensure they have the same information. That will help reduce the time spent duplicating data and give you time to be more productive. With added features along with what we get in Salesforce, Communicat-O has been designed with a vision to enhance productivity and efficiency. 

 Enhanced Communication:- In a company, there is a possibility of one department being more comfortable with Salesforce while the other isn’t. Now, integrating the two systems allows each team to work in a different system they like while streamlining communication, leading to more information being shared. Conversational conversations over bulk messaging is the future and Communicat-O knows exactly how one can enhance the effect of communication to make it effective. 

 Automatic Workflows:- Salesforce integration automates workflows without any code. That means some repetitive tasks that require absolutely no human being can be automated using salesforce automation.With the power of AI and competitive tech, Communicat-O has pre configured replies for frequent queries that the customers usually have. It also lets you send bulk messages to all the customers irrespective of what platform they are connected on.

Better Decisions:- Better decision making is not possible when the data exists in parts. Hence, parts force integration offers a complete view of the data, improving decision-making based on a proper understanding of risks.Communicat-O also helps the users with real time analytics reports which help track progress, measure growth and identify trends.

Ways to Increase your Leads with the help of SalesForce Integration

Facebook Messenger Integration with Salesforce:- Facebook Messenger and Lead Ads integration with Salesforce help the brands supercharge their new customer acquisition strategy by automatically connecting right into Salesforce. It allows the sales teams to work and nurture leads or marketing teams to present offers to millions of people worldwide in channels like email and mobile.

Salesforce ChatterBot:- Salesforce has created Chatbots to understand and handle simple customer concerns in a chat window. These chatbots are powered by artificial intelligence (AI) to interact with customers and resolve their issues. It helps free the agents from complex human interactions and save time and money.

Salesforce Integration with Whatsapp :- Salesforce does not offer integration with Whatsapp, so it’s no surprise that looking for a third-party tool, i.e., Communicat-O is the best way to elevate your customer communications. For medium and large businesses, the WhatsApp Business API powers and synchronizes your communication with customers worldwide, enabling you to connect with them on WhatsApp in a simple, secure, and reliable way.

Salesforce Marketing with Cloud SMS:- Salesforce Marketing Cloud enables the users to send fully custom SMS messages through Distributed Marketing. These messages are sent through Journey Builder using the Mobile Connect SMS activity.

Salesforce Integration with Telegram, Wechat, Line:- Communicat-O is a customer messaging solution for brands that care about their customers. These applications work natively within Salesforce to enable consent-based business-to-person messaging for high-touch and multichannel customer engagement worldwide. 

Salesforce SMS Messaging :- Communicat-O is a powerful and user-friendly native SMS/WhatsApp solution for Salesforce. It has various features like one-on-one conversations, bulk messaging, and lead qualification surveys. Also, it has an unlimited user license, which will help you see more engagement with your clients and prospects.






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Head Office

Office No 204-206, 2nd Floor, Global Business Park Zirakpur, Punjab

Branch Office

Level 3, Augusta Point, Golf Course Road, Parsvnath Exotica, Sector 53 Gurugram, Haryana

Choose Communicat- O

Our Salesforce Social media Engagement Tool helps you to create large volumes of personalized conversations with minimal drudgery and maximum impact across social media and text messaging platform.

Get in Touch

Head Office

Office No 204-206, 2nd Floor, Global Business Park Zirakpur, Punjab

Branch Office

Level 3, Augusta Point, Golf Course Road, Parsvnath Exotica, Sector 53 Gurugram, Haryana

Choose Communicat- O

Create large volumes of personalized conversations with minimal drudgery and maximum impact. across social media and text messaging platform

Get in Touch

Get in Touch