QFlow SalesForce Integration

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Sync Q-Flow with Salesforce CRM to maximize the joint benefits of your core IT solutions

Q-Flow? helps your business

improve the customer experience,

streamline service processes, and

increase

the

bottom-line

performance of your physical and

digital contact centers.

CRM integration provides Q-Flow with essential customer information. It also allows Q-Flow to feed a wealth of customer activity data back into the CRM database. Most enterprise projects managed by Q-nomy involve CRM integration, and that is why we provide our customers with connectivity to the world's leading CRM systems, such as

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Integrate key objects with Q-Flow

Integration synchronizes Q-Flow

with crucial information contained

in Salesforce objects such as

Account,

Customer,

and

Opportunity. This allows Q-Flow

customer journey management to

handle X and route potential and

existing customers properly.

Interactions managed by Q-Flow are

then fed back into the Salesforce

Activity object. This may include

scheduled

appointments,

customers arriving and getting and

served in branches, and any

omnichannel

communications

handled by the Q-Flow Connect

module.

Account

Customer

Opportunity

Flow

Activity

Appointments

Arrivals

Interaction

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Case In Point: Leumi Bank

Bank Leumi is one of the largest financial institutions in Israel. The bank has been a customer of Q-nomy since 2012, and adopted Salesforce in 2017. Immediately upon deploying Salesforce, the bank implemented its integration with Q-Flow.

Bank Leumi used the integrated solution as the primary IT infrastructure supporting its major branch transformation project. The project included the conversion of

most face-to-face interactions to either scheduled appointments or digital communications. Around 4,000 agents today use the integrated solution, including branch staff and call center agents. Q-Flow is being used for scheduling both in-person and phone appointments, as well as branch queue management.

The project resulted in major savings, most notably a reduction in the number of branches by more than 20%.

Scheduling Via Website

V

Scheduling Via myVisit

Scheduling Via Call Center

Flow

In-person Appointments

Phone Appointments

Integrate key objects with Q-Flow

Learn more about Salesforce integration, and other integration options available for Q Flow. Visit our website at or contact us at



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