Avoka Transact for Salesforce
Integrate frictionless digital account opening forms, onboarding transactions and service forms into your Salesforce.com ecosystem and seamlessly offer engaging, mobile-responsive customer experiences. Empower staff to begin new customer on-boarding or account/loan applications from within Salesforce and then share links to the product applications with customers to complete themselves. Extend your Salesforce environment to customers that don’t have a Salesforce login.
- Integrate your Avoka Transact digital sales and service applications on your public website with your Salesforce environment
- Launch pre-filled, mobile responsive forms from Salesforce
- Capture customer input and uploaded documents directly in to your Salesforce record
- View customer / prospect data as it is entered for real time customer engagement
- Have visibility on a customer basis of new applications that have been Started, In Progress, Completed and Abandoned
- Leverage Salesforce capabilities to push reminders to help encourage customers to complete the application forms you’ve sent to them
- Enable your staff to exchange form based data with customers directly from Salesforce processes
- Leverage the benefits of other integrations for ID scanning, Identity Verification, Account Aggregation, eSignatures etc. within your Salesforce environment
- Avoka delivers business agility with rapid release, test and iterate capabilities including built-in analytics to identify abandonment hotspots
- Salesforce clients can benefit from Avoka’s off-the-shelf solution to extend account applications, onboarding forms, and service input out to customers across mobile, tablet and desktop devices
Extend the reach of Salesforce to your customers and partners.