Capture form input from mobile and desktop devices directly into Salesforce forms, allowing rapid customer response and real-time awareness of customer actions.
Increase customer acquisition by pushing pre-filled, mobile responsive forms to customers directly from Salesforce.
Leverage existing Salesforce processes and system of record, using award winning Avoka Transact as the system of engagement, integrated off-the-shelf and certified by Salesforce.
Avoka Transact for Salesforce integrates frictionless digital account opening, onboarding forms and service transactions into the Salesforce.com ecosystem. It creates forms for Salesforce reliant businesses to seamlessly offer engaging, mobile-responsive customer engagement.
Transact delivers an optimized customer experience to reduce abandonment. Social media pre-fill and integration with identity, imaging and signature providers reduces required customer input. Rapid release, test and iterate capabilities improve business agility. Built-in analytics identify abandonment hotspots.
For financial services, government and field service organizations whose customer records are built around Salesforce, Avoka is an off-the-shelf solution to extend account applications, onboarding forms, and service input out to customers across mobile, tablet and desktop devices.
Email credit card offers that open a form pre-filled with name and address from Salesforce record.
Capture multiple onboarding documents as they are completed and attach directly to your customer record in Salesforce.
Distribute customer service forms pre-filled with product details and record the completed data directly in Salesforce.