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Messagepoint Connected for Salesforce Sales and Service Clouds

AI-Powered Correspondence and Document Generation

Overview

  • Create exceptional customer experiences: our centralized hub provides access to pre-approved communications right from within Salesforce giving front-line workers the power to quickly access and personalize documents and correspondence.

  • Deliver content using the customer’s preferred channel: Messagepoint supports both print and email communications so Reps can send information to customers using their preferred channel, via your current print and email service providers.

  • Manage your content intelligently: share and re-use content across teams, touchpoints and channels to ensure messages are accurate, consistent, compliant and on-brand.

Enables sales and service reps to easily select correspondence and other documents directly from Salesforce. Reps choose the appropriate email and print communications authored and managed in Messagepoint. An optional interview questionnaire drives personalized content. Lastly, controlled editing experiences enable reps to edit each communication for further personalization before releasing for approval or delivery. Messagepoint enables marketers and business users to self-manage their own content, and to define the rules that drive content variations enabling advanced personalization. Additionally, content may be shared between teams, touchpoints and channels. Email correspondence is assembled by Messagepoint and returned to Email Studio for delivery and tracking purposes in Marketing Cloud. Print correspondence is routed to a print service provider or to your own print/mail processing via native composition capabilities or delivery connectors with third-party composition engines like Quadient Inspire.

Categories

Business Needs
Document Generation
Industries
Financial Services
Healthcare & Life Sciences
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package

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