
Salesforce Search & Recommendation Engine
Personalize every journey from channel to channel
Connect your clouds – and external content – to deliver seamless customer experiences. With greater and personalized discovery, get more value from Salesforce.
Cloud Integrations Relevance from cloud to cloud
Provide seamless access to relevant products and help content across channels with intelligent enterprise search for Salesforce that benefits customers and agents alike.
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Give your agents the context they need to understand customer issues and solve them faster. With the Coveo Insight Panel, agents can: Get case-contextual content recommendations. View cross-channel insights about customer behavior. Access knowledge from multiple sources. Follow and maintain KCS best practices
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Keep customer satisfaction up and support costs down by giving your customers and partners personalized self-service experiences that lead them to just the right content. Optimize search results and content recommendations in real-time. Streamline case deflection and submission with built-in workflows Connect content from a multitude of platforms
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Optimize the journey for each customer by capturing behavioral patterns, and stitching together buyer data and information from your B2B ecommerce catalog. With Coveo powering your Salesforce storefront, you can: Tailor product recommendations. Rank search results intelligently. Personalize content to each individual
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Serve up the right collateral at each stage in the sales cycle, so that your teams have what they need to accelerate the process and close the deal. With Coveo Usage Analytics, Sales Operations can: Understand which content the field finds most useful. Identify content gaps and further optimize their strategy. Quickly access outside collateral from the Sales Cloud workspace
Frequently asked questions
Coveo for Salesforce integrates AI-powered search and recommendations into Salesforce Service, Sales, Community, and B2B Commerce Cloud. This solution unifies all of your content (i.e., emails, attachments, Microsoft Office items, Salesforce system objects and fields, and community forum posts) from Salesforce and other applications into a single searchable index. Read more about Coveo for Salesforce integration.
Yes, you can give Coveo for Salesforce a test drive on the Salesforce Appexchange, or by scheduling a personalized demo with a Coveo for Salesforce specialist.
Coveo for Salesforce integration pricing depends on which plan you choose. Currently, we offer two plans—Pro+ and Enterprise +—each with its own features and functionality. Generally speaking, the Pro+ plan makes more sense for enterprises that need a site search engine for a single Salesforce Cloud; the Enterprise+ plan is for enterprises that need omnichannel search and recommendations to support a Customer 360 strategy. Get all the details about Coveo for Salesforce plans and pricing.