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Why use Ultimate with Salesforce to automate your support?

Integrating Ultimate’s powerful virtual agent platform with Salesforce will help your customers, agents, and business thrive:

  1. Thriving customers

    Empower your customers around the world to find exactly the answers they need, exactly when they need them.

  2. Thriving support teams

    Stay in full control of your CX while cutting case volumes, managing seasonal surges, and streamlining support tasks all in one place.

  3. Thriving businesses

    Streamline operations and increase efficiency, with zero disruption to your existing tech stack. Watch your handle times & hiring costs drop as you automate up to 60% of support requests.

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How to bring the power of Ultimate to your tech stack

Personalized CX

Use pre-chat forms, rich media, and support in your customers preferred language to truly personalize each conversation.

 

Smart escalation

Give your team the context they need to resolve customer issues effectively by collecting info and updating fields automatically before escalating.

 

Multilingual support

Serve a global customer base without hiring local agents, and offer native-level support in up to 109 languages.

Headless approach

Avoid data silos and save your agents from learning how to use a new interface with a virtual agent that sits inside your Salesforce service cloud.

 

Guided onboarding

Benefit from the ongoing support of our Ultimate experts to help you create on-brand automation that meets your exact business needs. Theres a reason were rated Nr. 1 for our customer support on G2!

 

Secure data handling

Relax knowing your private data is safe with us — at Ultimate, we’re GDPR and SOC2 type-2 compliant (just like Salesforce).

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“Ultimate integrates easily within our Salesforce CRM system for a seamless handover to agents.”

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Customers’ success stories with Ultimate & Salesforce

How to get started with your Salesforce chatbot

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1. Design a data-backed game plan

Use our AI-powered Automation Explorer to determine your most frequently asked questions, giving you a data-driven roadmap of where to start automating.

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2. Set up your 1-stop-shop

A single view of the customer across channels in your CRM allows easy ticket management through automated field updating and more.

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3. Add custom API integrations

Offer even more personalization and fully automate processes by connecting your virtual agent with your back office systems.

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4. Create customized conversations

Create customized experiences in your customer's channel and language of choice using rich messaging, like buttons or cards and carousels.

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5. Train your virtual agent

Our Training Center uses AI to automatically suggest improvements for you to train your bot so it can answer queries even more accurately as time goes on.

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6. Measure automation success

Build reports and evaluate your Salesforce chatbot and ticketing performance in our analytics dashboard to monitor efficiency.

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Maximize your automation ROI

Get started with your Salesforce integration by pulling your past support data from Salesforce using our CS Automation Explorer. It’ll produce a free personalized report that includes your most common customer requests and how many hours of agent time you could save by automating them.

Bring the power of Ultimate x Salesforce to your tech stack