GoTo for Salesforce

Assist your agents and dazzle your customers by providing context to every interaction with SalesForce Lightning and GoTo. With our Lightning integration your team will be equipped to provide a personalized customer service experience, and take your sales and service teams to the next-level. As calls come in from customers and potential customers GoTo for Salesforce will streamline your workflow by:

Providing call notifications for incoming calls Giving context by populating the customer’s or lead’s SalesForce record Having the ability to create notes and schedule follow-ups Providing call logs to track agent performance and lead conversion through SalesForce reports and dashboards

SalesForce, together with GoTo, will inspire confidence with your customers by providing your team with the information they need to win.