When a text message is received, Converse automatically creates a case or lead record and a personal confirmation/introduction text is sent.
Reps are immediately alerted to new conversations, in the Salesforce utility bar, Converse Inbox, via email and more.
Blending auto-responses with guided 1:1 conversations fuels reps to handle and close cases faster.
Rules-driven routing templates are easily configured for Objects, Profiles, or Custom parameters within Salesforce. Guidance wizards make it simple to tune routing to match your in-place rules.
Guidance assures reps find the conversation, quickly understand context and send a fast, relevant response even as they handle 7x more interactions.
NPS surveys are automatically sent when a case or call closes. If the score is low, a progressive survey is sent to explore the details around the negative experience. You can also ask for a direct conversation to resolve any issues.
Financial Services & Insurance, Healthcare & Life Services, Public Sector, E-Commerce, Retail & Consumer Goods
Digital Engagement, Omnichannel Feedback
Commercial, Enterprise, Strategic
for 30 days
The leading text messaging application for Salesforce, boosting agent productivity, accelerating sales revenue and increasing customer retention.
user/month
The leading text messaging application for Salesforce, boosting agent productivity, accelerating sales revenue and increasing customer retention. Annual commitment. SMS usage fees are additional.