Salesforce Customer 360 Platform

Sales professionals know this: they need to be close to their customers, know what moves them and be on hand with personal recommendations at the right time. That sounds easier than it sometimes is. This is because unpleasant tasks often take up a lot of time, making it difficult to devote yourself fully to your core business.

The AI-supported CRM plugin for Salesforce Customer 360 for sales optimization from PTA can avoid such bottlenecks. Thanks to intelligent services, the plugin supports you from lead generation to customer care and long-term customer loyalty – always with the right data and recommendations. But how exactly does such a plugin for Salesforce Customer 360 work? Our experts demonstrate this in this video using the example of a potential new customer. To do this, the sales employee enters their name into the CRM system using the plugin’s input mask. This then triggers a request to an AI service that is connected via a database of our AI partner Kendaxa. The database matches the entry and plays the corresponding address data record, which can be quickly and easily transferred to the local CRM system at the click of a mouse – without any media discontinuity. The highlight: Since even the data records transferred to the local CRM system are still linked to the Kendaxa database, the intelligent service can also be used to automatically transfer similar companies and their information to the CRM system with little effort. An indicator display reliably shows the extent to which the companies recorded match, for example whether they operate in the same sector or region. In this way, new leads can be gained quickly, which can be bundled into a precisely tailored campaign.

This is how intelligent, modern customer relationship management works with Salesforce Customer 360. With our fully integrated AI-supported CRM plugin, you can take your sales to a new level, save time and always be at eye level with your customers. And another advantage: as our plugin includes a generic service, individual user interfaces can be created for all common CRM systems systems.