SalesForce, Embedded
At AtlasRTX, we’re all about enriching “customer journeys” – the experiences of customers as they transition between lead stages, engagement channels, and interests. Our platform is designed from the ground up to create and track these customer journeys seamlessly in one place. We also understand the importance of keeping these customer journeys front and center for our core sales and marketing users, no matter where or how they work.
AtlasRTX continually innovates robust customer journey integrations across many popular CRMs. We’re excited to announce a significant advancement in bringing the most compelling features of our platform directly into your very own CRM.
Enter AtlasRTX Embedded.
Work your leads, your way
How would you like to view and respond to conversations with prospects and customers from the comfort of your own purpose-built CRM?
With this new AtlasRTX and SalesForce integration, you can now engage with your prospects and customers directly within SalesForce. No need for separate texting platforms—everything happens in one place. You can send text messages, attach photos, videos, and other files, all within SalesForce.
Management can observe all conversations and assign them either to a sales group working on a lead or to a specific salesperson for focused attention. This ensures that everyone is on the same page and working efficiently.
The AtlasRTX conversation funnels all relevant lead interactions into a single view. Whether it’s conversations with other client users, messages from automated assistants, or workflow exchanges, everything stays together in one place. This provides full visibility into all information provided by the lead, making it easier to track and manage.
Looking to get caught up on the conversation so far? Our embedded viewer includes their full history of interaction and a detailed summary of the conversation context and customer details.
Our integration operates in real-time, ensuring there is no lag between message sends. This means you can get up to speed quickly and engage with your leads instantly, without any delays.
Accelerate Your Customers’ Journey
Interested in ways to make your sales process more efficient and effective? Seeking a valuable tool for sales managers and agents to collaborate on engagement, build stronger connections with your prospects, and close deals stronger and faster?
Checkout AtlasRTX’s multi-channel offerings and see how you can further transform the way your customer interactions work!
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