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EasySend - Forget forms. Create dynamic digital journeys for Salesforce

Empower self-service and collect customer data with digital journeys

Overview

Create digital journeys with drag and drop and customize dynamic interactions with low code. Manage journeys, track progress and sync bi-directional data. Send via email or SMS and offer guidance with Co-Browsing. Try it for free!

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  • EMPOWER DIGITAL SELF-SERVICE Launch dynamic, interactive digital journeys synced with Salesforce and your core business software. Send journey links via email or SMS and use analytics to track customer progress, gain insights, & optimize completion rates.

  • LOW CODE WITH FULL CUSTOMIZATION Drag, drop, and customize any component without limits. Go live in days with digital journeys that feel native to your brand. Give your IT team full control over the logic and validations built into your journeys.

  • DATA COLLECTION, E-SIGNATURES, AND CO-BROWSING Connect journey fields to Salesforce objects and sync customer data with ease. Sign and collect eSignatures digitally, and guide customers from start to finish with Co-Browsing.

Launch, manage, and track dynamic digital journeys from Salesforce. Drag and drop components, add Salesforce objects, and go live in days. Sync your Salesforce CRM to prefill data and send journey links via email or SMS. Offer Co-Browsing to guide customers from start to finish. With EasySend for Salesforce, create better customer experiences and streamline customer data collection. Try it free for 14 days! ✓ Pre-built components for onboarding, lending, claims, policy renewals, e-consents, contracts & more ✓ Continually improve customer experiences ✓Advanced analytics ✓Understand where customers drop off ✓Take data-driven action Integrate easily ✓ With any Salesforce object ✓ With any internal system & third party service ✓ Custom-built so you can choose the flow of data Manage effortlessly ✓Easy remote management on any device ✓Virtual assistance for your customers Keep secure & compliant ✓Multiple layers of security ✓SOC2, ISO27001, and GDPR compliant Build digital journeys for any industry: Insurance, Banking, Healthcare, Financial services, Construction, Real estate, Retail & more.

Categories

Business Needs
Customer Service
IT & Administration
Document Management
Industries
Communications
Financial Services
High Tech
Personas
Administrator
Business Operations Manager
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.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Salesforce Shield
Community Builder
Managed Package

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