Unify your contact center and CRM
Contacto quickly and seamlessly integrates with Salesforce Lightning using a secure API connection. Unify your customer service with continuous context, time-saving automations, and a single-pane agent workspace to manage customer conversations.
Contacto and Salesforce: Keep Customers Happy & Salesforce Updated in One place
Leverage Salesforce as your CRM and system of record with Contacto as the customer service single-page workspace. Make agents more efficient by reducing system hopping and keeping customer data in sync with Contacto’s prebuilt Salesforce connector.
Customer obsession is the differentiator. To efficiently meet demand and execute exceptional service, you’ll need best-in-class tools. Empower your agents to focus on the customer rather than system hoops and hurdles.
Scenario 2: Existing Customer
When an existing customer reaches out, Contacto will present to the agent an opportunity to associate that conversation with an existing Case or create a new Case in Salesforce. For example: a customer may have called previously about a billing issue and may now be chatting about a damaged product. This would create a separate Case under that Contact and any further conversations about that damaged product would be appended to the Task Comments under that “damaged product” Case.