Integrate your Salesforce activities into an end-to-end sales and marketing process with smart automation without writing custom applications.
01.
Leverage the AgilePoint Work Center and manage all of your tasks directly inside your prefered Salesforce dashboard.
02.
Combine the power of your favorite applications with process automation without costly system customization.
03.
Streamline customer acquisition, success, and marketing activities through flexible horizontal or vertical business flows compatible with Salesforce Lightning and Classic.
04.
Simplify creation, access, and revision of documents related to your operations without leaving Salesforce.
05.
Offer a more comprehensive customer experience by integrating Salesforce flows with popular platforms like SAP, Oracle NetSuite, SharePoint, or Microsoft Dynamics.
06.
Integrate existing Salesforce data and requirements into AgilePoint forms to collect more detailed customer data through conditional logic.
07.
Boost team collaboration and efficiency in a transparent environment that caters to internal employee and external customer experiences.
08.
Take advantage of the Einstein Artificial Intelligence engine to inform decision making across the organization and enable rich analytical reports in AgilePoint workflows
✓
Sales Automation
✓
Customer Service Optimization
✓
Maintenance and Monitoring
✓
Customer Relationship Management
✓
Customer Success
✓
Marketing Automation
✓
Sales Operations
✓
Customer Acquisition
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.
Leverage task automation to make your sales and marketing more effective.
A modern process automation and orchestration platform that enables you to open up and seize new business opportunities, supercharge innovation, unlock new levels of efficiency and productivity, and deliver the experiences that help you win.
Platform
Automate business processes and workflows at scale. AgilePoint helps enterprises democratize and accelerate digital transformation, reduce technical debt and future-proof ROI.
Resources
© 2023 AgilePoint. All rights reserved.