Get in touch 

Product

  
Configurable video journeys
Co-browsing
Embedded
Latest features >
 
 

    Benefits

      Services

      Get email updates

      Receive news about our product, team, and customers every month.

      Solutions

      Learn how video calling with customers is implemented on a wide range of industries. 
       

       

        Industries

          Partners

          Get email updates

          Receive news about our product, team, and customers every month.

          Resources

          Read, watch and learn everything 
          there is to know about 24sessions.
           

           

            Content

              More

              Get email updates

              Receive news about our product, team, and customers every month.

              Blog I

                  Blog II
                      Get in touch 

                      Product

                        
                      Configurable video journeys
                      Co-browsing
                      Embedded
                      Latest features >
                       
                       
                       

                        Benefits

                          Services

                          Get email updates

                          Receive news about our product, team, and customers every month.

                          Solutions

                          Learn how video calling with customers is implemented on a wide range of industries. 
                           

                           

                            Industries

                              Partners

                              Get email updates

                              Receive news about our product, team, and customers every month.

                              Resources

                              Read, watch and learn everything 
                              there is to know about 24sessions.
                               

                               

                                Content

                                  More

                                  Get email updates

                                  Receive news about our product, team, and customers every month.

                                  Video calling & co-browsing on Salesforce

                                  24sessions for Salesforce

                                  Start a video chat with your customers to deliver a visual customer experience directly on Salesforce. Empower your agents to serve customers personally and boost satisfaction rates with rich video calls and co-browsing.

                                  REQUEST A DEMO or download solution brief >
                                  Salesforce-new-integration-video-call
                                  24sessions-client-logos-2021_v2

                                  Salesforce-integration-Partner_Badge
                                   

                                  Video chat and co-browsing for omni-channel Customer Engagement


                                  Add a human face to your omni-channel customer contact. Unlock rich video customer engagement on your Salesforce Service Cloud with 24sessions appointment booking, CSAT and NPS tracking, compliant recordings and AI speech analytics. 

                                  Improve your digital sales and services by allowing customers to join a video call or co-browse session with 1 click on a link, from any device. And connect agents directly on their Salesforce environment to increase agent productivity.

                                  HubSpot Video

                                   

                                  Seamless video chat journeys on Salesforce

                                  24sessions is built for remote Customer Engagement. Our technology makes every step of the video call journey seamless - both for your customers and your agents.
                                   

                                  accept-incoming-request-for-video-call-in-Salesforce

                                  Connect with customers in 1 click

                                  Allow your agents to start interacting with customers from within their Salesforce environment. 24sessions works with 1 click on a link. Your agents can accept an incoming interaction directly on Salesforce - whether a customer has booked a video call in advance, or requests an instant co-browsing session. And you get to offer video calls without asking customers to download any software.
                                  video-appointment-booking-module-availability-24sessions

                                  The right agent for the right customer

                                  What if one type of customer request asks for faster follow-up? Or requires a specific agent's specialist knowledge? Our integration comes with appointment booking, a calendar integration and the option to create different meeting types. So you can always route an incoming request to the right agent - whether it's a meeting booked in advance, or an instant request for a video call.
                                  Automated-workflows-prepopulated-fields-in-salesforce

                                  Save time with automated workflows

                                  Let the integration do the work for you. Increase agent efficiency by automating tasks like sending email confirmations or SMS reminders, collecting review and logging calls. Booked appointments or requests for an instant video call appear straight in an agent's Salesforce environment. Conversations can be automatically recorded and transcribed into a text report. And case fields in Salesforce are pre-populated with the right customer info.
                                  record-video-calls-and-measure-insights

                                  Measure the impact of video calling

                                  Keep improving conversations with customers. Ask custom review questions right after a session ends to track NPS or CSAT. Get detailed video call insights through our out-of-the-box dynamic dashboard, or data API. Activate recordings to automatically generate easily searchable text transcripts. And track conversation scripts with our smart Goal Tracker.

                                  Why add video calls to Salesforce

                                  Streamline agent productivity

                                  Allow your agents to schedule a video call in 1 click, or to start calling and co-browsing with customers instantly - from the platform they’re already working with. Our Salesforce integration automatically adds scheduled appointments to any calendar, routes incoming interactions to the right agent, and pre-populates case fields after an interaction closes.

                                  Integrate with any Salesforce workflow

                                  The 24sessions Salesforce integration allows you to embed a customer interaction in 3 workflows, which can be started both by the agent and the customer: 1. instant click-to-call, 2. escalation from a chat or phone conversation, and 3. a scheduled video session.

                                  See Salesforce workflows in action >

                                  increase-agent-productivity-in-salesforce

                                  Boost remote sales & speed of service

                                  Offer video calling or co-browsing on conversations where a human face adds value. For example, give 1-to-1 video advice on more complex products, or show customers how to fill out a form. Your customer can book an appointment when it suits them, or hop on an instant video call in 1 click. And you improve digital sales and services by minimizing waiting time and increasing first-time fixes.

                                  omnichannel-customer-engagement-technology-24sessions

                                  What you get with our Salesforce integration

                                  1. Scheduled video calls

                                    Customers schedule a video appointment directly from your website or app with our booking module. And the appointment is routed to the right agent, showing up in their Salesforce environment.

                                  2. Instant interactions

                                    Does your customer need help right now? Enable instant video call journeys. The customer clicks a button, our technology finds the right agent and connects them.

                                  3. Chat or phone escalation

                                    Is a customer already talking to one of your agents via chat or phone, but looking for visual assistance? Enable an escalation to an instant video call, embedded in the same window.

                                  4. White label journeys

                                    Create branded, trusted customer journeys with our customization options. Add your own logo, colours and waiting room. Send custom notification messages, and ask your own review questions after an interaction finishes. Or use our flexible API to create custom configurations one level deeper.

                                  5. Omni-channel visual engagement

                                    Choose which channels you want customers to start interacting on. Our omni-channel technology can be embedded in any journey - from your website, customer portal or app to an open chat conversation. Have a video call, start co-browsing, share documents two-way or opt for an audio-only call.

                                  6. Premium security

                                    Talk to customers without having to worry about security and compliance. 24sessions works through reliable WebRTC connections and unique meeting links. Our technology is end-to-end encrypted, PEN-tested and compliant with GDPR, ISO 27001, NEN 7510, MiFID II and PCI.

                                  7. Expert services to scale

                                    We help you create maximum agent adoption and long-term business impact. Our Customer Success team’s expert services guide you in implementing, integrating and internally adopting video calling. So you succeed at making visual customer interaction a scalable channel for digital Customer Engagement.

                                  Download solution brief

                                  See 24sessions for Salesforce in action

                                  Request an interactive demo with one of our partner managers here: