Salesforce + AgilePoint
Embed AgilePoint process automation directly into Salesforce to create immersion workflows and Al-driven task management.
Engineer Smarter Sales and Marketing
Integrate your Salesforce activities into an end-to-end sales and marketing process with smart automation without writing custom applications.
01.
Work Inside A Shared Dashboard
Leverage the AgilePoint Work Center and manage all of your tasks directly inside your prefered Salesforce dashboard.
02.
Connect Siloed Applications
Combine the power of your favorite applications with process automation without costly system customization.
03.
Build Flexible Business Flows
Streamline customer acquisition, success, and marketing activities through flexible horizontal or vertical business flows compatible with Salesforce Lightning and Classic.
04.
Manage Document Governance
Simplify creation, access, and revision of documents related to your operations without leaving Salesforce.
05.
Create Customer-Centric Experiences
Offer a more comprehensive customer experience by integrating Salesforce flows with popular platforms like SAP, Oracle NetSuite, SharePoint, or Microsoft Dynamics.
06.
Optimize Info Gathering Efforts
Integrate existing Salesforce data and requirements into AgilePoint forms to collect more detailed customer data through conditional logic.
07.
Synchronize Team Functions
Boost team collaboration and efficiency in a transparent environment that caters to internal employee and external customer experiences.
08.
Automate with AI
Take advantage of the Einstein Artificial Intelligence engine to inform decision making across the organization and enable rich analytical reports in AgilePoint workflows
1
Common Use Cases for Salesforce Automation
✓
Sales Automation
✓
Customer Service Optimization
✓
Maintenance and Monitoring
✓
Customer Relationship Management
✓
Customer Success
✓
Marketing Automation
✓
Sales Operations
✓
Customer Acquisition
2
See AgilePoint + Salesforce in Action
3
Connect Salesforce to AgilePoint
Get started with smart business, sales, and marketing automation by:
Create an access token in AgilePoint and select it to access Salesforce assets.
Add the AgilePoint App for Salesforce from the Salesforce Appexchange.
Configure settings.
Automate Even the Most Complex Sales Tasks Now!
Leverage task automation to make your sales and marketing more effective.
© 2023 AgilePoint. All rights reserved.