Coveo for Salesforce
Make your customer service truly seamless by bringing enterprise-wide data and the power of machine learning into Salesforce.
Get Coveo nowSmarter experiences from start to finish
Index content from any source, add easy-to-use lightning components to your Salesforce workspace, and start getting the most useful content and resource recommendations for every step of the customer journey.
With AI-powered insights, get to the heart of what your customers need while maximizing agent productivity, boosting case deflection and self-service, and improving sales conversions.
Everything customers need, before they ask
Self-service only works if your customers can actually find what they’re looking for. Let our AI personalize content in real time, effortlessly leading them to exactly what they need.
Plus, keep support costs down and customer satisfaction up by optimizing the process with our built-in case deflection workflow.
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Keep customers coming back for more
Capture behavioural patterns, and stitch together buyer data and information from your B2B ecommerce catalog to optimize every single ecommerce journey. With Coveo for Salesforce, you can:
- Tailor product recommendations
- Rank search results intelligently
- Personalize content to each individual
Content that drives opportunities
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 gaps, and further optimize their strategy.
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