Salesforce Customer 360 Integrations

The Most Powerful CPQ to Accelerate Sales Cycles, Optimize Processes, and Drive Operational Efficiency—Backed by More Than 20 Years of Industry Experience. Empowering manufacturers with an advanced solution, Configure One Cloud customers report: • Enabled dealers to generate 40% of product configurations and 25% of sales orders, facilitating growth without increasing internal staff. • Reduced quote generation time by 50% and achieved 100% error reduction, streamlining the sales process and building customer trust. • Scalable environment for expansion, supporting a 400% growth rate and market diversification without compromising on quality or customer satisfaction. Some of Configure One Cloud Top Features: • Intuitive Advanced Rules Engine • Automated Multi-level BOM Generation • Dynamic Pricing Models • User-friendly Web Administration Interface • Seamless ERP/CRM Integration • Real-Time 3D Visualization Ready to transform your manufacturing process? Let's Talk!

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

Kinective’s OmniConnect platform allows financial executives to truly connect to banking’s future by bridging the gap between legacy systems and modern digital services through turnkey, fintech integrations across multiple use cases including loan origination, account origination, payments, mobile applications, CRMs, and more. With over 80+ Fintech's integrated to 40+ Cores, our connectivity solutions provide true choice to transform at a chosen pace without extensive internal development resources, while being able to choose a best-of-breed versus best-of-suite transformation strategy. Even further, our connections aren’t limited to a specific subset, as our intent is to provide true choice and access with the most comprehensive connective ecosystem of use cases, channels, and cores.

Reach individual customers through hundreds of features to help you create tailored, relevant content — from basic email marketing tools to sophisticated cross-channel campaign functionality. Connect data across multiple sources and devices to gain a unified view of the customer. Capture and activate first-, second-, and third-party data to know your customer, and drive growth by reaching new audience segments. Leverage data and Einstein to orchestrate every interaction with the power of AI. Listen, interpret, and respond to customer intent, and deliver personalized communications in a trusted way. Create two-way, real-time engagement from awareness to advocacy. Dynamically deliver the next best action for each individual at scale. Measure end-to-end marketing effectiveness across all digital channels and devices leveraging AI and an exclusive partnership with Google Analytics 360.

Field Service Lightning by Salesforce is an onsite support solution for field service companies. Named as a Challenger in the 2017 Gartner Magic Quadrant for Field Service Management, Field Service Lightning enables field service companies to resolve calls faster, automate appointment scheduling, get real-time visibility into operations, and so much more. The platform comes with a wealth of tools that prove beneficial for mobile employees, dispatchers, and managers.

Deliver better, more personalized customer support anywhere Salesforce Service Cloud. The world's most complete and #1 customer support application, Salesforce Service Cloud provides a wealth of features that enables businesses to provide support to customers over their favorite channel, whether phone, email, chat, and SMS messaging. Top features include lightning console, case management, omni routing, telephony integration, video chat, social customer service, and more.

Delighted is a turnkey customer experience platform that helps high-growth businesses and established enterprises like Allbirds, Instacart, Invision, Opentable, Affirm, Peloton, Doordash, and thousands of others improve customer loyalty with actionable feedback. Incorporate customer feedback into your business strategy in minutes, not weeks. Customize NPS, CSAT, CES, and emoji survey templates directly in Delighted. Send surveys to customers through convenient channels: email, SMS text, in-app, on your website, or via link URL. Set up 2-click integrations: - Trigger surveys and sync real-time feedback into your existing toolset, e.g. Slack, Salesforce, Shopify, Stripe, Hubspot, and more. Surface trends that require immediate attention with AI-driven survey text analysis, pre-built reports, and role-based dashboards - Act quickly with alerts and email digests you can customize by department, so feedback reaches those who can make a difference.

Whelp is an AI-based cloud and on premise solution for faster, more personalized customer support. Call centers, BPOs, inbound and outbound sales teams from airlines, healthcare, education, insurance, banking, retail and etc. Deliver personalized support across all channels from one screen. Build life-long customer relationships. Use our live chat to connect with valuable leads on your website when you’re online, and automate capturing their info when you’re not: our Chabot is at your service. Engage in meaningful conversations with customers in real time to increase loyalty. Pick things up right where they left off last - no repeat or recap required. Provide outstanding service to your customers where they are, from voice to chat, SMS, email and WhatsApp in a single screen. No add-ons or plug-ins required. Assist your customers quickly with personalized and swift support.

EasyMovie is the all-in-one video prospecting platform designed to accelerate your sales efficiency. Over 300 organizations use our solution on a daily basis and benefit from the most advanced technology & expertise of the market in terms of video creation, hosting and integrations to sales platforms. Engage your teams, prospects and clients at scale with professional, personalized video. Add video at all stages of your sales cycle to save time and book 4x more meetings. Remove barriers to producing, sharing, and tracking professional videos at scale. Create them 5x faster, even when working with multiple videos. EasyMovie is meant for anyone wanting to personalize the way their teams connect through video.

Essentials offers sales and customer support software in one app. Think of us as an extra pair of hands — multiplied by 1,000. Organize all your customer data in one app. Track your sales process — from call to close — all in one place. Support your customers across phone, web chat, social media and email. Run your business from your phone. Build real-time reports and dashboards to visualize key business metrics. Sync with tools you already use, like Dropbox, and DocuSign.

Influ2 is the first person-based marketing platform, pioneering a new approach to account-based marketing. The solution empowers B2B marketers to target chosen decision-makers, capture their intent, and track engagement at the individual level. The company has 75+ enterprise and medium-sized clients globally, including Fortune 500 B2B enterprises such as NVIDIA, Capgemini, and Episerver. Influ2 runs offices in NY and CA, with 50+ employees on board. Influ2 platform allows users to build an audience, upload personalized messages and visuals, and monitor all the interactions on both account and individual levels. The behavioral scoring model identifies leads before they submit a lead form. Influ2 includes a person tracker, so marketers can see everyone who has interacted with their campaign by name, company, and other related data. Having this information helps B2B marketers develop more thoughtful and engaging campaigns that result in a 4-7x increase in leads.

Good security is necessary, but it doesn't need to be slow or painful, faster access unlocks more revenue. Give on-demand access that’s faster and easier, without frustrating your team. Users request access to apps, managers approve or deny them from Slack, and it's all auditable. End the process of manually cat herding approvals. Every time access is granted, it's a potential security risk. Indent helps teams scale security and least privilege by shifting users to temporary access without slowing down. Automate spreadsheet-based workflows needed for SOC 2, SOX, ISO, and HITRUST with controls and policies baked directly into access request workflows. Only provide access when it's needed instead of issuing permanent access, reducing your license footprint. Indent delivers cost savings without adding friction for end users. When you’re leading a fast-growing company toward success, your team needs to take big risks to deliver big returns.

Government cloud plus is designed to meet the security needs of U.S. federal, state, and local customers, U.S. government contractors, and federally funded research and development centers. (FFRDCs) so organizations can focus on what matters most — the mission. Improve customer satisfaction and employee efficiency through easy-to-use business applications for federal, state, and local agencies, government contractors, and aerospace and defense organizations. Rigorous security monitoring and remediation program aligned with FedRAMP and DoD requirements - including annual third-party assessments (3PAO) to evaluate security controls. Get direct access to our highly skilled U.S. citizen support team for expert answers fast – whether you have how-to questions, technical issues, or need to troubleshoot code.

We simplify your manufacturing.™ Global Shop Solutions ERP software provides the applications needed to deliver a quality part on time, every time from quote to cash and everything in between including shop management, scheduling, inventory, accounting, quality control, CRM and 25 more. Available in the cloud or on premise, our manufacturing customers benefit from real-time inventory accuracy, improved on-time delivery, lower administrative costs, increased sales and improved customer service. Headquarters in The Woodlands, Texas includes a state-of-the-art R&D facility and Global Shop Solutions training center. Through its offices in the U.S., Mexico, Indonesia, Singapore, Australia, New Zealand and the United Kingdom, the company supports thousands of manufacturing facilities in over 25 countries and more than 30 industries.

See all your data in one place – this includes your customers’ opt-ins for emails and texts. Then, manage that data with a single click based on your customers’ wishes or changes in regulation. Customer 360 Privacy Center makes it easy to manage how your Salesforce org retains, deletes, anonymizes, and transfers customer data. Use customizable features to meet data privacy laws like GDPR, CCPA, and CPRA. Safely store data that no longer serves a business purpose. Customer 360 Privacy Center’s Heroku-powered data archiving and retention capabilities make it easy to access and manage this data for future use. This upcoming feature will enable you to get insights on how your data is used and who has access to it.

Gain offline mobile access to Salesforce to enhance the customer experience. Integrate CT Mobile with the CT family of products to boost sales and improve the efficiency of your field teams. CT Mobile is purpose-built to improve sales cycle performance and help you prioritize customer success. Available online or offline, CT Mobile increases field team efficiency with AI integrations tailored specifically to your customers. Maintain access to the data in your Salesforce System whether you’re in or out of the network. Get the information you need to keep appointments on track, grant access to account, contact, contract, and special request data, and manage it all with just one click. Empower your field sales team by using additional functions on CT Mobile to automate and accelerate everyday activities. Increase sales efficiency and effectiveness by creating modules for presentations, retail execution, order management, and much more.