salesforce-crm-integration
Enable your teams (Sales, Service, etc.) to view and update CRM data based on geographical location directly from within the Kliks mobile app. We currently support Salesforce and Liondesk CRM’s but are happy to work with you to build more!
Salesforce (CRM) integration with Kliks
Keep Salesforce Data Updated
Create and update Salesforce content directly from the Kliks mobile app.
Associate Trips to SF Accounts
Trips are easily associated with accounts.
View Leads, Events, etc.
View key Salesforce data directly in the Kliks mobile app.
Integrate with Ease
View Salesforce data by entering your login credentials in the Kliks mobile app.
Keep Salesforce Data Updated
Create and update Salesforce content directly from the Kliks mobile app.
Associate Trips to SF Accounts
Trips are easily associated with accounts.
View Leads, Events, etc.
View key Salesforce data directly in the Kliks mobile app.
Integrate with Ease
View Salesforce data by entering your login credentials in the Kliks mobile app.
Benefits of integrating with Salesforce
- Quickly view accounts, leads, prospects, events, and opportunities in real-time directly in the Kliks mobile app.
- Easily input to, and update Salesforce so your CRM data is always up-to-date.
- Sales and service managers can trust site visits have occurred since GPS-verified trip data is associated with each account.
- Address information is easily added to Salesforce. Kliks provides complete reverse geocoding so that a driver doesn't need to search for, or enter address information; if it exists publicly, or is in your database, it will automatically be entered as a street address.
How it works
- Start by adding your company's Salesforce API keys to the Kliks.io system
- Once enabled users will see a Salesforce icon appear on their Trip screens on the kliks.io Mobile App
- Users can now add Salesforce Appointment related information which instantly syncs with Salesforce
- Users can also view Salesforce related information such as accounts/prospects near me
- Managers and Stakeholders now have GPS verified insurance in their Salesforce reports
Platform-wide GDPR support
Anonymize Data
Company admins can request that a user's data is anonymized / de-identified.
Data Portability
Admins may export some data directly from their dashboards. Admins can also request additional user data from Kliks, which will be made in a common format.
Data Rectification
Kliks offers users and admins the ability to update personal information that is incorrect.
