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XCALLY enables full integration with Salesforce, the world's leading CRM, for effective lead, opportunity and customer management. All interactions on XCALLY channels - calls, chats, emails - are automatically synchronised with Salesforce in real time.
In this way, contact data are always up-to-date and agents have a 360° view of leads and customers to offer a personalised service.
Notes, transcripts and other content generated in conversations on XCALLY are available in Salesforce for optimised management of leads and sales opportunities.
The integration makes sales, marketing and customer care activities using Salesforce more productive and effective.
Note: Please consult the official XCALLY and Salesforce documentation for further details and detailed instructions on how to correctly configure Salesforce integration on XCALLY.
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