Salesforce Integration
Salesforce Integration
Experience a Better
Automation Process in Salesforce:
With Salesforce and Ushur’s AI and NLP capabilities, you can simplify customer engagement across virtually any channel and intelligently automate manual, high-friction tasks like:
Triage Bulk Customer Email
Salesforce automated email response and routing
enables bulk inbound email processing. Classify the
intent and automatically route to the appropriate
teams, cutting queue times and freeing up resources.
Request Missing Info
When information is missing from an account, a case
or record, use the Ushur SFDC integration to
automatically engage with, and ask a customer for
missing account information via digital channels.
Extract Data
Automate extraction of critical information like account
number, date of birth, and level of service details from
emails and then populate directly into the appropriate
Salesforce case or record, saving valuable clerical
time, reducing errors and improving response time.
Document Upload
Salesforce document automation allows customers to
upload documents from anywhere and securely
stores all data for agents to easily retrieve at any time.
Benefits of Process Automation
with Salesforce
By automating Salesforce application processes, enterprises achieve faster customer response times and increased customer satisfaction. Salesforce's automated process intelligently triggers communication-based actions within the Ushur platform, even for custom objects, so high-volume customer emails, documents, and texts can be classified for routing to internal teams within Salesforce.
Fast, Efficient Incident Workflows
Accelerate updating information without manual intervention
Off the shelf
or customizable
Allow for seamless customer conversation and backend integration
SCHEDULE A DEMO TODAY
Interested in learning more about what Ushur can automate for your company?
Don't hesitate to reach out to us with any questions you may have.
