CRM, or Customer Relationship Management, is the management of relationships with our clients. CRM are those platforms that encompass and centralize the databases of the interactions we have with our clients. It is an indispensable solution if we want to maintain a fluid relationship with all the necessary data of our users and a great tool to launch marketing campaigns. 

This tool aims to group names, emails, phones, tastes, and all the data we are willing to collect. 

Its main objective is to manage the company within the CRM platform, whether to organize appointments, emails, marketing campaigns, or databases in general. It has many uses depending on the sector in which we work and the purpose we want to achieve with the tool. It is a good sales control system if we use a CRM with specific functionalities and commercial departments usually need it most for their work.

That´s why NextPointe brings you an integration between your Contact Center solution and Salesforce that allows your sales team to stay connected through a collaborative application, which makes Chat, Calling, and Email available to your CRM. 

Why does your team need The NextPointe integration for Salesforce?

1. Create and link group workspaces within Salesforce records to enhance productivity.
2. Use highly secure messaging that supports file attachments, read receipts, @mentions, and deleting.
3. Simplify outreach with messaging, video calling, and user status integrated with contact cards.
4. Calling happens through the NextPointe Service Plans, and it automatically retrieves the relevant contacts. Both PSTN and Webex video calls are supported. 
5. Sales professionals won’t need to open an email/calendar client to schedule a meeting; instead, they Will be able to do it without leaving Salesforce.