Khoros Legacy CRM Connector
Context and efficiency for your social media care
Overview
Bring CRM context into your social care efforts by syncing contacts and cases between Salesforce and Khoros Care. By providing visibility of Salesforce records in Khoros, your organization will be able to streamline care workflows & improve efficiency.
Link your Salesforce records and cases to Khoros Care so you can manage your digital customer care with greater context and efficiency.
See suggested customer record matches right next to the conversation based on available author profile data & Salesforce record information, or create new customer records from your social contacts without leaving Khoros.
Enhance Salesforce cases with social context by either adding one or multiple social post(s) to an existing case or creating a new Salesforce case if there's no existing record of the issue.
Once connected, you can customize the contact information that comes into the Khoros Care module to provide the customer care agents with the most relevant data at their fingertips. Khoros automatically recommends a record match from Salesforce with available social profile information (or allows you to create a new one). Additionally, you can connect social and digital interactions to Salesforce cases to bring more context to your broader customer care efforts. By allowing you to create a new case or add multiple conversations to an existing case with Khoros Care, your agents will no longer have to switch back and forth between systems.
Categories
- Business Needs
- Customer ServiceAgent ProductivityChat & Web Conferencing
- Industries
- Horizontal Product
- FeaturesLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.
- Lightning Ready