Overview of Coveo for Salesforce

Overview of Coveo for Salesforce

A native integration to Salesforce and a 100% cloud, SaaS-based product, Coveo for Salesforce offers easy-to-use Lightning components across Salesforce Clouds to help personalize digital experiences for your customers and employees.

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Are you on a mission to create the best experiences for your employees and your customers? Part of driving the best experiences is making sure that each digital interaction is relevant. It means each employee and each customer gets what they need at the time they need it, whether they are trying to learn something, fix something, or buy something. So how can Coveo help you connect each person with what they need? By bringing AI powered search and recommendations directly to the Salesforce ecosystem so you can tailor experiences for customers and employees across your Salesforce clouds and at scale. Managing a business successfully depends on having good data and strong knowledge management. Businesses today run on many applications with knowledge and data spread out across multiple systems. Coveo for Salesforce helps by unifying information across the enterprise from applications like SharePoint, Box, and YouTube, and providing access to it within service, sales, community, and b2b commerce clouds. Then, by applying machine learning, Coveo understands what content people really need. This means that as customers interact with your products and your online community, you will be personalizing information from the very start and enhancing your customer profiles over time so that you are delivering the most relevant experiences all while tracking engagements and informing your customer facing teams with actionable insights. With Coveo for Salesforce, when customers need support, Coveo's case deflection panel automatically suggests relevant helpful content to prevent them from submitting a case. In the event a case does get submitted, agents can use Coveo's insight panel, where they gain visibility to the customer's online activity and are recommended content resources that will help resolve the case in a quick and personalized manner. The best part is that Coveo for Salesforce comes with fully loaded and configurable analytics dashboards so you can see key user and content trends and what knowledge gaps to fill to deliver the most optimal customer experience. Join our growing list of customers that have transformed their business using Coveo for Salesforce. To learn more, visit coveo dot com slash salesforce.

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Coveo for Salesforce

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