LivePerson and Salesforce Integration

Online Sales Gets A Lot More Efficient

LivePerson for Salesforce blends the functionality of your favorite CRM tool with real-time chat technology, creating a seamless online sales and customer support solution.

Enjoy higher conversion rates, increased customer satisfaction and improved agent productivity with LivePerson for Salesforce.

The LivePerson Agent Console provides seamless access to Salesforce, allowing agents to simultaneously chat with visitors and:

Access, review and update prospect and customer data
Create new leads, cases, contacts and accounts in Salesforce with automatic chat transcript logging
Auto-search for duplicate or mismatched records to save agents time and maintain clean CRM data
Export chat transcripts into Salesforce
Incorporate the chat channel into existing business workflows

Key Features

See Who is on Your Site Now – Real-time monitoring features help you determine the best visitors to engage. Select visitors based on keyword searches, whether they�re repeat visitors, buyers or chatters, recipients of a marketing campaign, or even by the value of their shopping cart. Use this intelligence to boost conversion rates and build customer loyalty
Help Visitors Find What They Need – Productivity tools, such as desktop sharing, push-page technology, and canned answers improve agent efficiency and increase productivity. Chat agents can easily engage with more than one visitor, enabling you to provide personalized assistance to more visitors.
Measure and Report on Results – Comprehensive reports on individual agents and agent groups reveal valuable insight into your online initiatives and contact center operations. Review chat transcripts for common concerns and questions raised by your customers. LivePerson�s robust reporting provides key sales and operations metrics. Additionally, the LivePerson-Salesforce integration, which logs chats as Activities, supports third party AppExchange reporting and analysis applications without the need for additional effort or investment.
Seamless Integration – LivePerson-Salesforce integration is based on best practices, real-world customer workflows, and direct feedback to ensure that it serves as an agent optimization tool. Chats are logged as Activities, separate from chat transcripts, removing the dependency between activity and content, and enabling proper analysis and ROI reporting.