CRM Connect
NAVOMI developed CRM connectors embedded into contact centers’ platforms like LivePerson’s Conversational Cloud and Twilio Flex. CRM Connect integration and communication between contact center platforms and various CRM systems. This means that all the information your agent needs is available in the same place.
Less time spent switching between platform and CRM systems. CRM Connect integration will allow agents to perform operations like search, create, and update records in the CRM system without leaving the workspace to provide efficiency to assist incoming consumers. Our team has experience working with various CRM systems including Salesforce, Zendesk, Microsoft Dynamics, Netsuite, SugarCRM, Netsuite.
Integration with other CRMs not listed and customization to existing integration can be made based on use cases and needs
CRM Connect Capabilities
- Search and Retrieve records from CRM systems within in widget
- Create records in CRM system through the widget
- Update the existing information in your CRM system
- Attach Conversation Transcript to the records
- Add your custom defined fields into the widget that specific to your business processes
- Access CRM with OAuth2.0, an industry standard authorization protocol
Contact Center Platforms Supported
✓ LivePerson's Conversational Cloud
✓ Twilio Flex
Salesforce Integration
CRM Connect Salesforce integration is embedded in the agent console and allows customer service representatives to search and track users while assisting through the widget.
Salesforce provides customer relationship management services coupled with another suite of enterprise applications. Upon using CRM Connect, you are moving towards improved performance and productivity of your agents.
- Responding to customer queries and solving them directly and instantaneously from the contact center cloud platforms
- Create and Update records in Salesforce supported objects Account, Contact, Lead, and Opportunity
- Attach the conversation transcript as a Case object
- Add your custom fields to in widget form to capture key details about your consumers
Microsoft Dynamics Integration
CRM Connect MS Dynamics integration is embedded in the agent console and allows customer service representatives to search and track users while assisting through the widget.
MS Dynamics provides customer relationship management services coupled with another suite of enterprise applications. Upon using CRM Connect, you are moving towards improved performance and productivity of your agents.
With our widget you can look forward to:
- Responding to customer queries and solving them directly and instantaneously from the contact center cloud platforms
- Create and Update Account, Lead, and Contact type records in the MS Dynamics
- Attach the conversation transcript as a Case, Notes, and Task for mentioned record type
- Add your custom fields to in widget form to capture key details about your consumers
Zendesk Integration
CRM Connect Zendesk integration is embedded in the agent console and allows customer service representatives to search and track users while assisting through the widget.
Zendesk provides customer relationship management services coupled with another suite of enterprise applications. Upon using CRM Connect, you are moving towards improved performance and productivity of your agents.
With our widget you can look forward to:
- Responding to customer queries and solving them directly and instantaneously from the contact center cloud platforms
- Create and Update End-User profiles and Ticket
- Attach the conversation transcript to Tickets as public or private comments
- Add your custom fields to in widget form to capture key details about your consumers