storm® INTEGRATE™ Salesforce
Integrate with Salesforce
A customer’s complete interaction history, all in one place.
Salesforce CRM Integration
storm® INTEGRATE™: Salesforce is the integration solution between the storm CX platform and popular CRM tool Salesforce. The integration allows storm contact center agents to run their workspace, storm DTA®, within the Salesforce portal, and access the data they need to deliver great CX.
IT Synergy for CX
Integration of your business systems and favourite apps, such as CRMs, with your Customer Experience (CX) solution is crucial in delivering connected, personalized experiences.
Empower your agents by providing data in a unified interface, alongside their omni-channel interactions and controls—no more searching across multiple apps and screens.
A Single, Unified Interface
To deliver hyper-personalized interactions, your agents need data.
Salesforce data (contacts and associated cases) is displayed automatically on the agent’s desktop when a customer is routed to them.
Push and Pull Data
storm pushes and pulls data from within Salesforce, to ensure that critical customer data is accessible, always.
Completed interactions can be assigned a completion code to indicate the outcome, and a record of the interaction is written to both the storm database and the Salesforce CRM database.
Integrated Workforce Management
storm lets you monitor agent activity and performance throughout the working day.
An agent’s Salesforce activity is automatically tracked and monitored in storm, giving supervisors real-time visibility of their workforce.