Genesys Workspace integration for Salesforce
Today, companies expect customer service solutions to integrate into their CRM systems without expensive customization work. They require seamless integration that gives their contact center complete visibility into customer data contained in Salesforce without extensive effort and cost. Yet, their internal structure can make this problematic since two different teams and cost centers typically manage Genesys and Microsoft solutions.
The Genesys Workspace Desktop Edition (WDE) Connector eliminates the extensive Salesforce work usually required to customize the CRM and contact center connection. Keeping as much customization as possible within the WDE Connector’s scripting module reduces the total cost of the integration and allows the business to maintain control in Genesys instead of in the CRM.
The WDE Connector makes CRM a service for the contact center, allowing the CRM to control the external toolbar and WDE to control Salesforce. With the WDE Connector, caller data from the CRM is attached to service and sales calls in real time, so agents have the information they need to provide first-call resolution efficiently.
As part of the Genesys Professional Services asset portfolio, the WDE Connector expands the footprint of Genesys Workspace, allowing it to interact with the Salesforce desktop and enhance agent productivity by providing screen pop, case transfer, and click-to-dial functionality.
The WDE Connector integrates Salesforce with WDE to leverage customer relationship services in the multichannel contact center.
The agent can access the appropriate customer data in real time via the caller's attached data. Whether a service or a sales call, the customer data ensures prompt and efficient service.
Widgets can be devised to retrieve and present the information as required.
Outbound calls are initiated with the full support of customer relationship information.
- Multichannel ready
- Multiple Salesforce sessions allowed (only one is active)
- Keep Alive Protocol between WDE and the Salesforce session
- EventHandler processing (screen pop based on attached data, ANI)
- Command Processing from Salesforce: Make Call, Attach Data, and Custom Commands
- Management of concurrent interactions inside Salesforce
- No loss of interaction during the Salesforce restart
- Works with Genesys version 8 and above
Operating Systems: All WDE-supported Operating Systems
Salesforce: classic and lightning.