Maximize Your Salesforce Potential with SunDevs AI
Integrate AI-driven virtual assistants and chatbots with Salesforce to transform customer and agent interactions, enhancing efficiency and satisfaction.
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Key Advantages of Integrating Salesforce with SunDevs AI Conversational Platform
Address critical challenges with AI-driven solutions that enhance efficiency, engagement for both customers and agents.
Streamline Your Lead Scoring Process
SunDevs AI leverages Salesforce data to automatically qualify leads based on predefined criteria, ensuring your sales team prioritizes high-potential prospects, saving time on manual scoring.
Engage Leads Instantly
AI-powered chatbots integrated with Salesforce respond to inbound inquiries immediately, ensuring prospects receive instant attention, reducing lead response times and increasing engagement.
Ensure Timely Follow-Ups
SunDevs AI integrates with Salesforce to automate follow-up reminders and messages, ensuring consistent and timely communication with leads, reducing the risk of missed opportunities
Support Customers Around the Clock
AI-driven assistants provide 24/7 support through Salesforce, handling customer inquiries outside business hours, capturing leads, and maintaining engagement even when your team is offline.
Manage Growth Efficiently
SunDevs AI helps scale your sales operations by handling increased volumes of leads and customer interactions without compromising quality, ensuring your team can manage growth seamlessly.
Deliver Customized Experiences
AI-powered assistants utilize customer data from Salesforce to personalize interactions, enhancing customer satisfaction and increasing conversion rates through tailored recommendations.
Streamline Salesforce Integration
Unlock the power of Salesforce with our seamless integration and AI capabilities
Automated Order Status Updates via CRM Integration
Challenge: Customer often contact support to understand the status of their order. When the information is not easily accesible or obtainable, the agent workload can often be-time-consuming and repetitive to handle.
Solution: Retrieve information from CRM, using the order ID, and inform customer of status of their order.
Automated Invoice Retrieval and Email Delivery
Challenge: Business request a copy of their invoice to be sent to them via email.
Solution: Virtual assistant validates that customer is eligible for receiving invoice by matching data with backend system. Invoice is uploaded to CRM system and the virtual assistant locates invoice and send it to the client.
Automated Billing Address Update via CRM Integration
Challenge: A common contact reason is to change billing address, which is a simple but manual task for agents that often does not offer value adding opportunities.
Solution: Verify customer by matching information they provide with data in back office systems. Create a task to automatically push the updated billing address to the CRM.
Streamline your sales process with seamless integration to Salesforce
FAQs
Get Answers to Common Questions about Integrating Salesforce with SunDevs AI Conversational Platform
On average, the integration can take 2 to 6 weeks. The duration varies depending on the volume and complexity of the client's data and any customizations made to the Salesforce data model.
AI-driven virtual assistants provide instant, accurate responses to customer inquiries, ensuring a consistent and high-quality experience. They work seamlessly within Salesforce to handle common queries, offer 24/7 support, and escalate complex issues to human agents when needed.
Data security is a top priority. We use advanced encryption protocols and follow Salesforce’s security standards to ensure that all information exchanged between SunDevs AI and Salesforce is secure and complies with data privacy regulations.
Yes, the integration is fully compatible with existing Salesforce workflows, processes, and automations. It enhances your current setup by automating routine tasks and providing AI-driven insights without disrupting your existing processes.
We offer comprehensive technical support, including assistance during the initial setup, ongoing maintenance, and troubleshooting. Our team is available to help ensure your Salesforce and AI integration runs smoothly and effectively.
By automating repetitive tasks and optimizing workflows, the integration reduces the need for manual intervention, which decreases operational costs. It allows your teams to focus on high-value tasks, improving overall productivity and efficiency.
The integration is designed to scale with your business. Whether you have a small team or a large operation, SunDevs AI adapts to support increased volumes of leads and customer interactions without compromising performance.
Yes, our AI chatbots and virtual assistants are highly customizable. You can tailor their responses, conversation flows, and functionalities to align perfectly with your Salesforce CRM and marketing automation needs.
Unlock the Full Potential of Your Salesforce Investment With AI Conversational Platform
Maximize Your Salesforce ROI with SunDevs AI Conversational Platform
