Integrations

Qmatic + Salesforce

Empower your workforce, enhance customer flows, and offer personalized customer experiences.

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Qmatic + Salesforce

Qmatic Customer Journey Management for Salesforce is cloud-based and delivered as a service, which makes it easy to manage appointments, queues, and regulate customer flows while providing a 360-degree view of your service environment at your branch.

The intuitive and user-friendly app designed for Salesforce lets users call, transfer, add, remove, and serve customers in the queue providing a 360-degree view of waiting customers, requested services, customers currently being served, and notifications on upcoming visits and appointments at each branch location. 

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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

 

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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 


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360 Overview

Get a 360° view of your service environment - waiting customers, requested services, customers currently being served and more.

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Appointment & Queue Management

Book, transfer, call and serve waiting customers in the queue seamlessy from a unified desktop in Salesforce.
 

 

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Enhanced Customer Experience

Offer an enhanced and personalized in-branch experience with optimized customer flows across all branches.
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How it works

  1. Customer visits are created by appointment or by joining a queue from an onsite kiosk or mobile phone.
  2. Once a customer joins a queue or check-in for an appointment, all customer information gets transferred to Salesforce.
  3. Staff gets a 360° overview of the service environment by combining Qmatic journey data and Salesforce customer data. 
  4. With the app,  staff members can call, transfer, add, remove, and serve customers in the queue seamlessly in a single interface within Salesforce. 

Customer Journey Management in the Cloud

Benefit from the full range of customer journey functionality provided in Qmatic's flexible and secure cloud-based Customer Journey Management solution directly from Salesforce. 

Capabilities

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
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See what you can do with Qmatic

Request a demo and see how Qmatic empower your workforce, enhances customer flows and offers personalized customer experiences.