SalesforceConversational AIChatbot Integration

Create chatbots intuitively in the BOTfriends X platform and integrate them into your desired system such as Salesforce.

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BOTfriends Salesforce Integration

One chatbot platform - countless use cases

Improve your customer relationships and sales efficiency by integrating BOTfriends X with Salesforce. This connection enables the development of customized chatbots that can be integrated directly into your Salesforce CRM system. These bots provide automated support for customer interactions, lead management and sales processes. With integration into Salesforce, you can increase the speed of response to customer inquiries, optimize lead generation and provide a personalized service. Use BOTfriends X in combination with Salesforce to strengthen your CRM strategy and ensure seamless customer communication.

BOTfriends Salesforce account data

Change billing address

With the integration of a chatbot in Salesforce, it becomes easy for customers to change their account details. They can simply use the chatbot to enter commands to update account information such as billing addresses, payment methods and other important data. The chatbot guides customers safely through this process, reducing the workload for customer service and providing a user-friendly solution for customers.

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Return of a defective item

By linking Salesforce with a chatbot, you can support your customer service team. The chatbot automates the returns process for customers. They can simply start returns, for example of defective products, via the chatbot, transmit the necessary information and then receive clear instructions for a problem-free return process.

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BOTfriends Salesforce Returns
BOTfriends Salesforce Knowledge Base

Knowledge base automation via GenAI

A Salesforce-integrated chatbot can easily access existing knowledge bases to answer specific customer questions. GenAI uses this information from the knowledge base to automatically generate accurate answers for customer queries and support the chatbot. This contributes to effective knowledge sharing and provides customers with fast and accurate help.

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Why you should automate your customer interaction and business processes with BOTfriends X & Salesforce

The integration of Salesforce into the conversational AI platform BOTfriends X offers numerous advantages for companies that want to automate their customer service with chatbots:

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Automated data maintenance

The chatbot offers the option of automatically entering and updating data in the CRM system. This functionality significantly reduces manual processes, which not only leads to greater efficiency, but also improves the quality of the data. Errors are reduced and information can be updated faster and more accurately, resulting in increased data integrity.

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Uninterrupted availability

Chatbots are available 24 hours a day in over 120 languages, keeping your company accessible even outside normal office hours. This ensures continuous support for your customers.

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More efficient customer service

Increase the effectiveness of your customer service team and reduce the workload of your employees! By using chatbots, it is possible to provide automatic answers to frequently asked questions, clarify minor problems and direct customers to the right support staff.

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Extended customer information

The chatbot captures customer interactions and data to gain valuable insights into customer preferences, frequent requests and behavioral patterns. This data is essential for offering personalized services and enabling continuous optimization of marketing strategies.

Chatbot Salesforce Integration

Integrate applications and automate your service

Your service employees cannot be available around the clock on every channel. That's why there are intelligent bots that support you in your daily work. Contact us for more information on integrations and automation with AI bots.

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