SALESFORCE INTEGRATION
MaestroQA + Salesforce
Unleash MaestroQA's power in your Salesforce ecosystem for exceptional support, agent development, and optimized processes.
Streamline agent insights and coaching
Drive agent performance and customer satisfaction to new heights with data-driven coaching conversations. The Salesforce x MaestroQA Native app integrates QA data, coaching data, and analytics insights directly within Salesforce, eliminating the need to switch between systems.
Access grading data, coaching data, and analytics insights without leaving Salesforce
In-app coaching dashboard empowers agents to track their performance
Feedback Table views to enhance collaboration between agents and managers
Customizable analytics for personalized QA and support insights
Simplifies agent workflows, reducing platform switching
Quick setup and complete sync
MaestroQA's one-click integrations pulls cases and other meta-data directly from Salesforce or other CRMs directly into the MaestroQA platform, enhancing QA processes and optimizing workflows.
Seamless synchronization of tickets/cases from popular helpdesks and CRMs into MaestroQA
Integrate with Zendesk, Salesforce, Helpshift, Kustomer, Intercom, Freshdesk, and more!
Tickets automatically populate and sync daily, as quickly as every hour
Enhances agent performance for exceptional customer experiences
Real-time visibility into team metrics
Analyze data from your Zendesk integration to drive proactive enhancements in customer service operations and achieve excellence in support quality.
Integrate Auto QA, Manual QA, helpdesk, and workforce management data for comprehensive visibility and insights.
Streamline coaching and development with a consolidated view, allowing direct coaching, grading, and feedback from the dashboard.
Customize dashboards, generate heat maps, and utilize gamified leaderboards for engaging experiences and tailored insights.
“The ability to do Screen Capture on chat and SMS was also something we didn't have before. So it checked all the boxes.”
Quick setup and complete sync
Screen Capture is a powerful tool that seamlessly integrates with Salesforce, allowing you to record and monitor your team's screen activity to improve performance.
Record directly in your Helpdesk or Native App via seamless our user-friendly Google Extension
Targeted coaching with Moments feature tracking specific URLs and workflows
Omni-channel solution for capturing agent interactions
Achieve compliance and privacy with our secure configuration options
Identify process gaps and bottlenecks for improved efficiency
Complete the agent feedback loop all within Salesforce
MaestroQA has partnered with Salesforce Service Cloud Voice to enhance your support operations, drive agent excellence, and deliver exceptional customer experiences.
Access Lightning Web Component widgets for an enhanced user experience.
Utilize a side-by-side QA scorecard inside Salesforce for meaningful agent performance assessment.
Unlock the potential for agent development and career growth with Maestro's insights.
Harness extensive QA data within Salesforce for smarter, data-driven decision-making.
Improve key metrics like CSAT, NPS, AHT, and FCR with MaestroQA's integration
Champion-Challenger Model: How to Drive Better BPO Agent Performance & Happier Customers
Gain insights from Justin Evans, a seasoned CX expert, as he discusses how he effectively utilized a Salesforce + MaestroQA tech stack to centrally manage and report on quality assurance,.
