Conversive Live and Automated Chat for Salesforce vs Salesforce Adoption Dashboards

Conversive’s Enterprise Chat Solution for Salesforce.com gives your customer a superior experience, while providing dramatic savings in time and effort. Conversive’s game-changing live and automated chat solution is now available with a powerful integration into Salesforce.com. This combined solution automatically performs common tasks, and opens cases and leads. Get even more value out of your Salesforce platform. Conversive provides customers with prompt, friendly interactions that always provide a great experience. Contact centers gain efficiency and savings. With Salesforce.com Conversive provides a new standard for work flow and customer experience. The power of these two systems when combined must be seen to be believed. Some of Conversive’s most important capabilities are: 1. Look up existing Contacts automatically and associate the chat with that Contact. 2. Look up or create Leads automatically and associate the chat with that Lead. 3. Look up an existing Account for the visitor's organization automatically and associate the chat with that Account. 4. Create a Case for a service issue automatically. 5. Close a Case automatically.

This Package includes 42 reports, 6 custom fields, 3 Dashboards, 1 Dashboard Folder and 1 Report Folder that focus on identifying whether users are regularly logging in and using key features in Salesforce. Downloading this app creates a "Salesforce Adoption Dashboards” Dashboard folder and a “DB – Adoption” Report folder with their associated reports and dashboards. This package can be leveraged with other AppExchange Adoption Dashboard packages and can also be customized to track the specific metrics that are important to your organization. Either way, it’s a great starting point for kicking your companies’ adoption into high gear. June 2024 update: due to moving away from profiles, this package now contains a custom permission set called Salesforce Adoption Dashboard Admin that you can assign to users. This app is part of the Force™ Collection. You can see it here: https://sforce.co/33fkLT7