Integrations
Qmatic + Salesforce
Empower your workforce, enhance customer flows, and offer personalized customer experiences.
Manage queues in a smart way
Qmatic Customer Journey Management for Salesforce makes it easy to manage queues and regulate customer flows. The app lets Salesforce users call, transfer and serve customer visits and provides a 360-degree view of the service environment of your branch - all within one integrated solution.
- Empower staff with a complete set of tools in their workspace to manage the customer journey
- Manage queues and notify customers when it’s their turn to be served based on automation roles or cherry-picking within Salesforce
- Identify high-value transactions for cross- and upselling
- Match the right staff member to the right customer
- Increase branch performance and efficiency
Elevate the customer experience
Offer an enhanced and personalized in-branch experience with optimized customer flows across all branches by removing staff and customer friction.
- Drive customer loyalty with friction-free experiences
- Deliver faster, smarter, and more personalized service
- Prepare your staff better by letting them know who's coming to the branch and who's currently waiting
- Focus on your customer needs and match their service requirements with the right staff member
360 Overview
Get a 360° view of your service environment - waiting customers, requested services, customers currently being served and more.
Appointment & Queue Management
Book, transfer, call and serve waiting customers in the queue seamlessy from a unified desktop in Salesforce.
Enhanced Customer Experience
Offer an enhanced and personalized in-branch experience with optimized customer flows across all branches.
How it works
- Customer visits are created by appointment or by joining a queue from an onsite kiosk or mobile phone.
- Once a customer joins a queue or check-in for an appointment, all customer information gets transferred to Salesforce.
- Staff gets a 360° overview of the service environment by combining Qmatic journey data and Salesforce customer data.
- With the app, staff members can call, transfer, add, remove, and serve customers in the queue seamlessly in a single interface within Salesforce.
Capabilities
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Virtual Queuing
Wait virtually, anywhere.
- Offer customers the flexibility to wait anywhere
- Reduce crowds and wait times
- Keep customers informed every step of the journey
- Let customers check-in seamlessly for upcoming appointments
- Collect and gather data to deliver a personalized, tailored customer experience
Appointments
Advanced booking made simple.
- Manage customer flows and match service requests with the right person and utilize staff in a more efficient way.
- Provide powerful functionality for booking multi-appointment visits
- Offer virtual appointments for remote services
- Optimized operations and resource allocation
Visit our page on Salesforce Appexchange to learn more
