首页扩展程序 tuvis for WhatsApp and Salesforce

tuvis for WhatsApp and Salesforce

提供方： tuvis

效率 7,000+ 位用户

插件简介

A Salesforce AppExchange Partner, create leads, view contact details and copy chats into Salesforce.

tuvis™ for Personal or Business WhatsApp & Salesforce CRM. 

- - - An official Salesforce AppExchange partner - - -
https://share.tuvis.com/apex

Tuvis helps companies to improve engagement with their clients on Direct-to-Customer WhatsApp chats and significantly boosts customer-facing teams’ productivity.

With Tuvis, sales teams can create leads/contacts, view known customer details in real-time and log their chats as activities, tasks and cases in Salesforce with just one click without ever leaving the WhatsApp Web screen.

Tuvis works on the browser version of WhatsApp (the Web App) and enables Sales, Customer Service and Support teams to communicate with customers while automatically syncing the chats into Salesforce. 

To learn more we recommend you to watch this short demo video: https://youtu.be/PFRAJDMUkvE 


Key Features
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✓✓ 20 seconds installation
✓✓ Automatic chat syncing
✓✓ Integrates effortlessly between WhatsApp & Salesforce
✓✓ 1-Click to WhatsApp Chat - to start a new chat simply click the Tuvis Chat Now button showing up when hovering phone numbers in Salesforce.
✓✓ Supports Salesforce's Standard and Lightning versions
✓✓ Supports WhatsApp Classic and Business (web app)
✓✓ Fields customization
✓✓ Support Salesforce custom domain or sandbox implementation
✓✓ Add new people to mobile contacts list
✓✓ Dynamic message templates
✓✓ Send WhatsApp chat via emails
✓✓ Fields customization

  
Additional Features:
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✓ View known lead/contact data in real-time
✓ Review related activities, tasks, cases and opportunities (opportunity bar will show for contacts)
✓ Log chats and media files as an activity/task/case
✓ Auto Sync chats and media files
✓ Upload chat files as attachments
✓ Send an email
✓ Set a meeting with Google Calendar or MS Outlook-(Coming Soon)
✓ Navigate with Google Maps
✓ Create new leads or contacts
✓ Schedule a meeting
✓ Add new people to the mobile contacts list
✓ Search on LinkedIn
✓ Search on Facebook
✓ Search on Google
✓ Chat on Messenger
✓ Schedule and launch instant Google Meet, Zoom or Microsoft Teams video calls
✓ Group your conversations on WhatsApp using filters

 
Marketplace: Tuvis partners with top brands to enrich agents experience and efficiency 
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Tuvis <> Zoom 
Tuvis <> Microsoft Teams 
Tuvis <> Google Meet 


Tuvis doesn't do:
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✗ Any type of bulk/automated messaging
✗ Auto-responses or any type of automated engagement (i.e chatbot)
✗ WhatsApp calls using desktop
✗ Messaging through a single (company) number
We're completely following WhatsApp's terms of use (see: https://www.WhatsApp.com/legal/)!

Fees
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Contact us for other multi-user subscription options
 
Permissions & Privacy
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Once you install the Extension we request the following permissions:
• "storage" - Allows us to store, retrieve, and track changes to user data. We use it to store your settings and user info.
• "activeTab" - Allows us temporary access to the currently active tab when the user invokes the extension. We use this to operate almost everything Tuvis enables you to do. We only use this permission on specific and relevant websites.
• For the authentication and validation process we are capturing and storing your Salesforce user information (no password or API keys), WhatsApp user ID and phone number.
• You will be asked to connect with your Salesforce user
• You will be asked to provide your Salesforce username (no passwords!) for login validation
• WE DO NOT STORE ANY OF YOUR LEADS/PROSPECTS/CONTACTS/CUSTOMERS DATA
 
See our Privacy Policy (https://tuvis.com/privacy-policy/) and terms of use (https://tuvis.com/terms-conditions/)
 
For any questions/concerns, please don't hesitate to contact us at support@tuvis.com or book a demo at https://tuvis.com/demo/

Our happy customers say:

https://www.capterra.es/software/1020156/whatslly 
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The most updated feedback!

LEGAL
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Tuvis is an independent solution developed by Tuvis Solutions Ltd, an official Salesforce AppExchange partner and has no relationship to WhatsApp™ or Meta™.

tuvis is not related in any shape or form with TÜV