Salesforce is a popular and powerful CRM platform that makes it easy to manage customer information. If you want to include even more information in your customer records in Salesforce, integrate your Dial800 data to track every customer interaction.
Why Integrate Your Dial800 Data with Salesforce?
Detailed information on customer interactions helps you learn important things about them, including:
- What advertising they saw that prompted them to call
- How often they purchase from your company
- Who they talked to in your company & how the call went
- What marketing campaigns have they seen & which ads prompted purchases?
In large companies where a customer might talk to multiple departments for sales, support, and customer service, having detailed customer records in one centralized spot allows every department to see the same customer information.
This ensures everyone has the most updated customer record and provides a space to share internal information about customer interactions, notes on why they called and call outcomes, and more.
Integrating Dial800 & Salesforce
By integrating Dial800 data into your Salesforce platform, you provide another important level of customer detail for your reps.
Dial800’s flexible open API framework offers several ways to integrate data into Salesforce depending on your business needs and Salesforce application setup. This allows you to send the customer call data you want, when and how you want it.