Zingtree + Salesforce
Improved agent productivity. All from one screen.
Enable standardized & compliant Customer Support
Boost call compliance
Improve FCR by 50%
Review and approve agent workflows ahead of go-live to ensure compliance with internal policies.
Empower agents with step-by-step guidance to avoid escalating calls to a higher level of support.
Reduce AHT by 25%
Easy-to-follow agent workflows reduce the training time required to get new agents up to speed.
Automate actions across enterprise systems so agents don't waste time juggling multiple screens.
Cut up to 70% of costs
Our interactive workflows direct agents to get to resolutions faster, and with fewer escalations.
Reduce training overhead and compliance errors with AI-powered workflows that ensure every agent follows the right process.
How it works
1. Build a workflow
1.
Set up a data connector
Create agent workflows with bite-sized info to direct your agents to the next best action - with no code required.
Connect Salesforce with Zingtree using our out-of-the-box connector. Select which data to use in workflows.
2. Integrate it
2.
Build a workflow
Embed your workflow into Salesforce so your data is always synced and your agents can work out of one place.
Create workflows to ensure compliance and guidelines using our no-code environment.
3. Follow it
3.
Automate actions across systems
Say goodbye to hunting for answers while keeping your customers on hold. Empower your agents to have all the right answers at the right time.
Automate data lookups, populate fields, and streamline decisions, removing agent guesswork.
Hear it from our customers
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Todd Sale
Senior VP CX Operations
.svg)](/content/en/integrations/salesforce#/index.html) .png)
Fiona Green
Senior CX Manager
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Mike Jennings
VP of UK Operations
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Monika Aufdermauer
VP of User Success
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Resources
How to integrate
How to access external articles in Salesforce
How to reduce screens for agents
Improved agent productivity by reducing agent ramp time from 3 weeks down to 3 days
Mike Jennings
Vice President of UK Operations
Improved agent ramp time by one week and cut call handle times by 2.5 minutes
Monika Aufdermauer
Head of Customer Experience