About Salesforce
Salesforce offers cloud-based customer relationship management software for a variety of business needs including sales, customer service, marketing and e‑commerce. The most widely used CRM, Salesforce brings all your customer and prospect information into one place, giving you the tools to manage and nurture your most important business relationships.
More on SalesforceHow Salesforce is integrated into x‑bees
Our Salesforce integration streamlines your workflows by bringing Salesforce Opportunities and contacts into the x‑bees platform. Empower your teams to quickly view and edit Salesforce records, giving your sales and customer relations teams more time to focus on what’s important — your current and future customers.
Supported features in the Salesforce integration into x‑bees
From x‑bees, you can:
- Automatically log calls and conferences made from any device to Salesforce
- Automatically log call transcriptions, summaries, sentiment analysis
- Automatically log meetings scheduled by leads present in Salesforce
- Create new Salesforce leads
- Find existing leads and contacts
- View all previous interactions
- Create tasks
- Manually log additional activities
- Start a new conversation with a lead
- Schedule a call with a lead
- Link x‑bees conversations to Salesforce Opportunities
- Track Opportunity stages
- View and edit Opportunitiy summaries (including your chosen fields)
- View, edit and add notes about leads, contacts and Opportunities
Supercharge your sales processes with Salesforce and x‑bees!
