Integrations
Salesforce
Salesforce is a cloud-based customer relationship management platform that helps service and support teams to connect with their customers and prospects, manage leads and opportunities, close deals, and grow revenue. Salesforce can help service and support teams to track customer interactions, automate tasks and help provide a 360 degree view of the customer to customer service and support teams.
Salesforce
Why Use Salesforce
Keep your CRM records in Vivantio completely synchronised with Salesforce. Many companies use Salesforce as their sole source of truth for customer information and your Service and Support teams need up to date and accurate access to that data. This enables them to have a 360 degree view of your customers without having to log into Salesforce and use Salesforce licenses. Map the information from Salesforce into Vivantio’s core fields and custom fields to give your team all the information to provide the best possible service to your customers. Also, push details back into Salesforce so your Customer Success, Sales and Marketing teams have visibility into the health of your customers.
Salesforce
Functionality
To perform one-way or two-way integration with Salesforce you can use our platform service partner, Albato, that is built directly into the Vivantio admin area.
The below screenshot shows how account information can be mapped and kept synchronised with the Vivantio Client area, while further integrations can be built to pass tickets from Vivantio into cases and other objects with Salesforce.
