Now Available Salesforce Integration

Flexperto for Salesforce

Salesforce handles your customers. Flexperto handles your conversations. Join 20.000+ of users, who take advantage of Flexperto’s web-application from within their CRM to streamline their sales process. Welcome to the future of customer relationship management.

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flexperto online consulting software

Get more out of Salesforce with Flexperto

Empower your sales agents with the tools that support connecting, engaging and working more efficiently with customers.

HOW IT WORKS

Powerful online meetings — in real-time within Salesforce

Start a Flexperto video call directly from a customer’s profile in Salesforce

Join Flexperto’s video call in any web browser – no downloads or plugins required. Engage customers with Flexperto’s video call features like chat, whiteboard, screensharing, and E-Signature.

All activities within the Meeting Room are tracked and the session logged seamlessly in Salesforce afterwards.

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Streamline processes for your sales team

Say goodbye to multiple training and workflows adaptations to implement new tools in your sales stack. Now, your agents are empowered with all sales tools live inside Salesforce. Scheduling, online meetings & e-signature. In one seamless experience. Flexperto does not require any download, is 100% secured, GDPR conform & hosted in Germany. It is simple — you get the best of Flexperto without ever leaving Salesforce.

Meeting as in-person, in even more ways

Salesforce is designed to handle your customers but not for meeting and having engaging conversations. Flexperto powers your agent to build trust with customers — online, but personal. Agents can annotate documents together via the whiteboard, share a quote via screen-sharing, or trigger an e-signature live, directly from Salesforce. That’s how brands using Flexperto achieved a +30 points increase of their NPS score.

How Flexperto catapults sales-teams

By using Flexperto with all its functionalities via our CRM, we can guarantee that we have all tracking on our side, without any loss of information. Since we started using Flexperto, our 380 active users have an average meeting time of 41min, which makes online meetings more productive than on-site meetings. Our conversion rate is 50% higher in comparison to consultation via telephone.

Jan Hagge Product Owner - Dr. Klein Privatkunden AG

All thanks to Flexperto, our distribution partners were able to reduce their costs significantly up to € 100 per consultation. We chose Flexperto because its tools cover the complete sales process, rather than only small fragments. The software complies with our high data protection standards, which was also very important to us.

Dirk Hergesell Director of Sales Development – ALTE LEIPZIGER-HALLESCHE

Communication, supercharged for Salesforce users.

In a nutshell. With Flexperto your Salesforce users build personal relationships with customers, without ever leaving your CRM. This makes your outreach more personal than ever. At the end of the line, you build better relationships and streamline sales workflows for ultimate sales efficiency.

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