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