Salesforce

About Salesforce

Salesforce is a CRM (Customer Relationship Management) system offering platform solutions to assist businesses in maintaining connections with their customers. They provide cloud-based applications for customer service, case management, sales, follow-ups, and marketing. These tools are designed to streamline operations and enhance customer engagement strategies, supporting companies in achieving better customer satisfaction and driving sales growth.

Important customer information

By integrating the Salesforce CRM system with Dstny's auxiliary services, your team gains access to crucial customer information even before establishing contact. Your agents and salespeople can view details such as the customer's name, company, department, and more before the call is answered. Additionally, the contact card can be accessed for more detailed information. This preemptive insight allows for a more personalized and efficient customer interaction, enhancing the customer experience from the very first point of contact.

Make every customer feel like your most important one

Integrating Dstny's auxiliary services with your business's PBX through Salesforce offers a unique opportunity to impress your customers. With your team accessing essential information about the customer, you can provide both faster and more professional service while more easily understanding and addressing the customer's needs. When customers don't need to recount their history, they'll feel prioritized, strengthening their relationship with your company. This approach not only enhances customer satisfaction but also fosters loyalty and positive word-of-mouth, pivotal for long-term success.

Support along the way

Dstny's support technicians provide the necessary information to be sent to Salesforce to initiate the integration process. You will receive a comprehensive guide detailing the development of the required API information for setup, simplifying your work. This guide aims to streamline the integration process, ensuring a smooth transition and efficient utilization of Salesforce capabilities to enhance your business operations.

How Dstny integrates with Salesforce

The services we have integrated at Dstny with Salesforce retrieve information about your customers or contacts through an API. The fields fetched by the API must be related to the contact for which the match is created. Once a service identifies a match, the API retrieves values related to the organization the contact belongs to, along with the contact's details. Additionally, the API can display information such as the customer's most recent order and similar data. This integration ensures that your team has access to up-to-date and relevant customer information, facilitating personalized and efficient customer interactions.

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