Coveo for Salesforce

Make your customer service truly seamless by bringing enterprise-wide data and the power of machine learning into Salesforce.

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Overview

Smarter 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.

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COVEO FOR SALESFORCE SERVICE CLOUD

Deeper customer insights

Give your agents the context they need to understand customer issues and solve them faster. With the Coveo Insight Panel, agents can:

  • Find documents to attach to their case
  • Access rich insights about customer actions
  • View resources from multiple sources
All this without leaving Salesforce

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COVEO FOR SALESFORCE COMMUNITY CLOUD

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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Recommendation

COVEO FOR SALESFORCE B2B COMMERCE CLOUD

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
And, do it all at scale.

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commerce

COVEO FOR SALESFORCE SALES CLOUD

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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The #1 question that was a case for probably 5 years is no longer a problem – because it’s really easy to self-serve and get an answer quickly.

Airdre Knox
GM Customer Systems, Xero

More than 40 Salesforce implementation partners

Perficient
Acumen Solutions
Appirio
Paladin
7Summits
Accenture
Deloitte Digital
See all of Coveo's partners for Salesforce Become a partner

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Contact us for a demo and pricing, or to just talk through your needs.
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Join customers worldwide who are using Coveo for Salesforce

  • Developing
    Case Study video

    Developing a State-of-the-Art Experience at Ellucian

    Jamie Battin is Director of Customer Community at Ellucian explains how they have leveraged Coveo's AI-powered search and recommendations to not only unify all of their content dispersed across disparate silos, but utilizing the actionable data collected to improve Customer Experience across their diverse set of product lines.

  • Reducing
    Case Study video

    Reducing Customer Effort & Support with Predictive Recommendations

    RingCentral Senior Director of Global Self-Service explains how and why his team was able to truly make every interaction both effortless and profitable for their millions of customers with Coveo AI-powered search and recommendations.

  • Increasing
    Case Study video

    Increasing employee efficiency with AI

    UW Health is providing a secure, scalable and easy-to-use intranet for its staff of 16,500 with the help of Coveo’s machine learning.