extension ExtPose

tuvis para WhatsApp y Salesforce

CRX id

bkbipadjogdmmnajfplbllmglobaiapc-

Description from extension meta

Un socio de Salesforce AppExchange, cree clientes potenciales, vea detalles de contacto y copie chats en Salesforce.

Image from store tuvis para WhatsApp y Salesforce
Description from store tuvis™ para WhatsApp Personal o Empresarial y Salesforce CRM. - - - Un socio oficial de AppExchange de Salesforce - - - https://share.tuvis.com/apex Tuvis ayuda a las empresas a mejorar la relación con sus clientes en los chats de WhatsApp directos al cliente aumentando significativamente la productividad de los equipos de atención al cliente. Con Tuvis, los equipos de ventas pueden crear clientes potenciales/contactos, ver detalles de clientes conocidos en tiempo real y registrar sus chats como actividades, tareas y casos en Salesforce con solo un clic sin salir de la pantalla de WhatsApp Web. Tuvis funciona en la versión de navegador de WhatsApp Web y permite que los equipos de ventas, atención al cliente y soporte se comuniquen con los clientes mientras sincroniza automáticamente los chats en Salesforce. Para obtener más información, le recomendamos que vea este breve video de demostración: https://youtu.be/1lkp8Rg6BmE Funciones Clave ------------- ✓✓ 20 segundos de instalación ✓✓ Sincronización automática de los chats ✓✓ Se integra facilmente entre WhatsApp y Salesforce ✓✓ 1-Clic para WhatsApp Chat: para iniciar un nuevo chat, simplemente haga clic en el botón Tuvis Chatear Ahora que aparece al pasar el cursor por encima de los números de teléfono en Salesforce. ✓✓ Admite las versiones Standard y Lightning de Salesforce ✓✓ Admite WhatsApp Classic y Business (aplicación web) ✓✓ Personalización de campos ✓✓ Admite la implementación de un dominio personalizado o sandbox de Salesforce ✓✓ Agregar nuevas personas a la lista de contactos móviles ✓✓ Plantillas de mensajes dinámicos ✓✓ Enviar chat de WhatsApp a través de correos electrónicos ✓✓ Personalización de campos Funciones Adicionales ------------- ✓ Ver datos conocidos de clientes potenciales/contactos en tiempo real ✓ Revisar actividades, tareas, casos y oportunidades relacionadas (la barra de oportunidades se mostrará para los contactos) ✓ Registrar chats y archivos multimedia como una actividad/tarea/caso ✓ Sincronización automática de chats y archivos multimedia ✓ Subir archivos de chat como archivos adjuntos ✓ Enviar un correo electrónico ✓ Establecer una reunión con Google Calendar o MS Outlook-(Próximamente) ✓ Navegar con Google Maps ✓ Crear nuevos clientes potenciales o contactos ✓ Programar una reunión ✓ Agregar nuevas personas a la lista de contactos móviles ✓ Buscar en LinkedIn ✓ Buscar en Facebook ✓ Buscar en Google ✓ Chatear en Messenger ✓ Programe e inicie videollamadas instantáneas de Google Meet, Zoom o Microsoft Teams ✓ Agrupa tus conversaciones en WhatsApp usando filtros Marketplace: Tuvis se asocia con las mejores marcas para enriquecer la experiencia y la eficiencia de los agentes ------------------------ Tuvis <> Zoom Tuvis <> Microsoft Teams Tuvis <> Google Meet Lo que Tuvis NO hace: ------------------------ ✗ Cualquier tipo de mensajería masiva/automatizada ✗ Respuestas automáticas o cualquier tipo de participación automatizada (es decir, chatbot) ✗ Llamadas de WhatsApp usando el escritorio ✗ Mensajería a través de un único número (empresa) ¡Seguimos completamente los términos de uso de WhatsApp (ver: https://www.WhatsApp.com/legal/)! Tarifa ----- Contáctenos para otras opciones de suscripción multiusuario Permisos y Privacidad ---------------------- Una vez que instalas la Extensión solicitamos los siguientes permisos: • "almacenamiento": nos permite almacenar, recuperar y realizar un seguimiento de los cambios en los datos del usuario. Lo usamos para almacenar su configuración e información de usuario. • "activeTab" - Nos permite un acceso temporal a la pestaña actualmente activa cuando el usuario invoca la extensión. Usamos esto para operar casi todo lo que Tuvis le permite hacer. Solo usamos este permiso en los sitios web específicos y relevantes. • Para el proceso de autenticación y validación, capturamos y almacenamos su información de usuario de Salesforce (sin contraseña ni claves API), ID de usuario de WhatsApp y número de teléfono. • Se le pedirá que se conecte con su usuario de Salesforce • Se le pedirá que proporcione su nombre de usuario de Salesforce (¡sin contraseñas!) para la validación de inicio de sesión • NO ALMACENAMOS NINGUNO DE SUS DATOS DE CLIENTES/PROSPECTOS/CONTACTOS/CLIENTES Consulte nuestra Política de Privacidad (https://tuvis.com/privacy-policy/) y términos de uso (https://tuvis.com/terms-conditions/) Si tiene alguna pregunta o inquietud, no dude en ponerse en contacto con nosotros en [email protected] o agende una demostración en https://tuvis.com/demo/ Descubre lo que opinan nuestros felices usuarios de Tuvis: https://www.capterra.es/software/1020156/whatslly LEGAL ------ Tuvis es una solución independiente desarrollada por Tuvis Solutions Ltd, un socio oficial de Salesforce AppExchange y no tiene relación con WhatsApp™ o Meta™. tuvis no está relacionado de ninguna manera o forma con TÜV.

Latest reviews

  • (2021-09-22) Paola Rodriguez: Me gusto mucho, es una herramienta muy practica y creo muy completa con la vinculación a WhatsApp-Salesforce, ahora tiempo, es practico y en vivo.
  • (2021-06-09) Bruno Zilberberg: Very self-explanatory product. I was up and running in seconds and everything is very clear and easy to use.
  • (2021-03-24) Whatslly it's an amazing tool that allow our sales team to optimize resources directly syncing chats and data from the conversations with clients to Salesforce. It is a time saver and a very useful tool on our day to day rutine.
  • (2021-03-24) Vicente Silva Berrios: Very helpful in making my work more efficient. Also very user-friendly and it's really easy to setup in your browser.
  • (2021-03-24) Shiraz Ali: Whatslly has helped me save a lot of time, which was consumed by putting in all the details of my chat with the clients one by one. Whatslly has made it so easy for me to login my conversations and updates about the deals.
  • (2021-03-17) Harry Kam: Whatslly is extremely useful and it is the exact tool that we are looking for - conveniently logging an activity with chat history saves so much time from our sales team and at the same time, improve our activity tracking. Highly recommended tool if you need a tool to "integrate" your Salesforce with Whatslly.
  • (2021-03-10) Daniel Felipe Ortiz: Excellent tool for a quick link with SFDC. Some thing I'm excited for is the roll out is for us to be able to change stages within Whatsapp and have it reflected on SFDC!
  • (2021-03-04) Diego taliateli: The tool has helped the team a lot. Only a few improvements need to be made, such as showing only the status that are configured in the record type of the object.
  • (2021-03-03) Catalina Moncada: it's a great tool for sales teams to log their activities directly from whatsapp to salesforce. there are a lot of improvements that would be great to have that would make it the best software for sales reps
  • (2021-03-03) Diana Sánchez: So useful for the sales team. Connecting Whatsapp and Salesforce save a lot of time in tracking accounts. Helpful and easy tool!
  • (2021-02-17) Tatiana Cevallos: Excelente! La usamos conectada con Salesforce, es una app super eficiente.
  • (2021-01-26) Luis Alberto Beltran Santamaria: This is a an awesome tool! I use WhatsApp on a daily basis to engage with my potential customers. The interaction process is simply amazing and very easy! I truly recommend this tool for everyone!
  • (2021-01-20) Manuel López García: Even if there is a few things that Wahtslly its working to improve, I higlhy recommend the experience if you want a WhatsApp extension fast syncronized with Salesforce. Totally worth it.
  • (2021-01-20) Teresa Miñambres: Whatslly saves me a ton of time in my daily work, everything I do is just one click away from the WhatsApp chat. Also, The option to copy the chat from WhatsApp into Salesforce in 1 click is amazing
  • (2021-01-20) Victor Jesús Suárez Blanco: The option to copy the chat from WhatsApp into Salesforce in 1 click is amazing. It saves so much time on copy-pasting messages.
  • (2021-01-20) Alexis Atienza: I seriously don't understand how can anyone chat with customers on WhatsApp without having Whatslly! This solution includes everything agents need to do their work faster and much more efficient. THANK YOU WHATSLLY!!
  • (2020-12-21) Ornela Agostino: Engage with our leads with WhatsApp is very important, Whatslly is the perfect tool to do that. I highly recommend this integration. Is easy, intuitive, and friendly to use. The Whatslly team is super responsive and active for any doubts and questions. We are extending little by little the use of this tool in our whole org. Thank you!
  • (2020-12-11) Bernardo Birman: When WhatApp and SalesForce are the greatest and most used platforms in their areas, a solution like Whatslly is exactly what every sales team need. Couldn't be more satisfied and surprised with its simplicity and performance. Only takes one click to copy a conversation in whatsapp to salesforce, and that is only one of the features. Highly recommend.
  • (2020-12-02) Manuel Dillenberger: Great solution! Takes only a few seconds to implement and doesn't require any API or custom development.
  • (2020-11-12) Perla Barrios: Whatslly nos ahorra mucho tiempo en el trabajo diario; la facilidad para sincronizar las conversaciones con mis clientes es muy eficiente y así no pierdo ningún detalle; al momento de dar seguimiento tengo organizada toda la información en un solo lugar.
  • (2020-11-11) Pedro Baltazar: I would highly recommend this tool! Everybody knows that WhatsApp is an amazing sales tool and Whatslly is a great way to easily integrate WhatsApp to your Salesforce.
  • (2020-11-11) Julio Alvarez: Great Product - Surpassed my Expectations Overall, I was expecting a connector that truly did not work. I was very pleasantly surprised. It does a great job of capturing WhatsApp texts and letting you select the customer to capture it in SFDC. And that alone was worth gold. It also lets you add a Mobile/WhatsApp contact to SFDC. Also, you can WhatsApp a contact directly from SFDC and add it to WhatsApp. The functionality and design are great and the application does what it says it will do with some minor bugs. That's why it gets a four because of some minor bugs - and they are minor. In summary, the bugs are minor and I love using it. I recommended this to my entire organization. I highly recommend this app to capture WhatsApp convo into FB and to add your SFDC contacts into WhatsApp.
  • (2020-10-26) North Property Group: Very helpful support from Yanir and his team
  • (2020-10-15) Martin Mendoza: Great tool! Super Helpful and easy to use! Thanks!!!
  • (2020-10-14) Great tool! thanks!!
  • (2020-02-11) Cinthya Ochoa: Excelente herramienta! Muy práctica
  • (2020-02-11) Viridiana Bracamontes: amazing!
  • (2020-02-11) Valentina Restrepo: Herramienta muy útil y práctica. La recomiendo!
  • (2020-02-11) Nicole Fernandes: Excelente herramienta!!
  • (2020-02-10) Nicolas Bucchi: Great tool for our Customer Experience Team! Super easy settings & user friendly! Its a Plug & Play tool!!
  • (2020-01-07) Christian Camilleri: Great simple tool to link Whatsapp to our Salesforce platform!
  • (2019-11-17) Yonatan Langer: A simple solution to connect Whatsapp and Salesforce. Very helpful in day to day work, and easily adjustable. We are very happy that we found this solution and immediately implemented it. Thank you!
  • (2019-10-22) Andrew Stewart: Whatslly is just what we needed for our sales team! There's nothing quite like it and it saves so much time. Great app, would highly recommend!
  • (2019-07-30) Sudhakar Pandey: 100% time saver, one of the easiest way to connect & sync salesforce & whatsapp chat data.
  • (2019-07-15) Jonny Katz: WOW! Thank you, awesome tool allowing all of our agents to connect with customers. This is what I am talking about!
  • (2019-07-09) Fernando Ariel Quintela: I've been looking for an app that allow us to integrate Salesforce with Whatsapp for a long time. Whatslly allow to save lot of time and errors. It's simple to use and very effective.
  • (2019-07-02) Yovel Argov: Very Helpful. Great tool.
  • (2019-06-13) Ben Robino: Amazing tool for sales and customer service teams!

Latest issues

  • (2022-12-07, v:6.3.0) Agenor José da Silva: Issue with Tuvis extension
    The extension asks to be updated and does not sync with salesforce.
  • (2021-12-08, v:5.8.503) gang rong wang: I can not click the CONNECT botton
    After I enter the username and URL, I found that I could not click the connect button。There is a red prohibition sign on the button。
  • (2021-01-14, v:3.5.12) Susie Lemus: Chat saving
    Hi! I have a question regarding how chats from whatsapp are saved in Lightning, are they stored under ACTIVITY tab only within each lead/account or can they be saved as file too or another place in the record? Thank you!
  • (2019-07-03, v:0.2.1) Yehoshua {Jeff} Krakowski: I received a card at the Tel Aviv expo for free lifetime use -how do i use this?
    I received a card at the Tel Aviv expo for free lifetime use -how do i use this for myself or my company?

Statistics

Installs
7,575 history
Category
Rating
4.88 (25 votes)
Last update / version
2024-04-16 / 6.67.0
Listing languages
en es pt-BR

Links