Extend enterprise customer communications management and data collection across the Salesforce ecosystem.
Benefits of SmartCOMM™ and SmartIQ™ Salesforce Integrations
Organizations can centrally manage critical business communications and intelligent data collection across the Salesforce ecosystem. Benefits include:
Improved Customer Communications
Engage customers with tailored, professional, and personalized communications that are brand-consistent, relevant, and compliant. Generate documents in multiple languages from one template and scale easily to add new channels.
Modern Data Collection Experiences
Quickly create a digital front door for data-centric business processes, allowing internal and external stakeholders to securely provide necessary information and documentation on their schedule—and pass accurate, validated data directly into Salesforce.
Centralized, Consolidated Technology
Reduce the number of tools being used to generate communications and issue requests for information with technology designed and developed for non-technical users—with prebuilt connectors and managed packages available for straightforward implementation.
Guaranteed Data Quality and Traceability
Structure data intake, validate information with adjacent technologies, and update core systems—all in real-time—for pristine data that can be reliably used across the Salesforce platform and AI tools.
Communicate at Scale and Modernize
Data Collection with Smart Communications
With centralized communications and data intake channels, companies can quickly adapt communications and requests for information to ensure compliance in today’s rapidly changing markets—and automatically update Salesforce with what was sent, information submitted, and current status.
Generate Professional Documents and Communications
Choose custom fonts and embed tables, charts, graphs, images, and videos from multiple data sources to generate compelling, compliant communications and documents.
Streamline Data Intake Across Channels and Lines of Business
Use authentication features to create guided, mobile-friendly interactions that structure and secure information as it’s collected—even for unknown individuals—and pass information to Salesforce and other core systems.
Optimize Content for Maximum Impact
Our Content Intelligence capabilities allow you to optimize the readability, tone, and sentiment within your communications, enabling you to focus on what you’re striving for and truly engaging with your customers.
Share Information Across Salesforce and Adjacent Technologies
Connect seamlessly with Salesforce via managed packages (available on the AppExchange) to initiate requests for information; extract, validate, and update data; and instantly pass information to adjacent technologies.
Enable a Business-Led, IT-Enabled Approach
Give communications designers, business analysts, and non-technical users the tools they need to manage communications and automate critical business processes while leveraging IT resources for more strategic or time-sensitive initiatives.
Automate Review and Approval Processes
Streamline workflows by routing information for review and approval within SmartIQ for Salesforce. Automatically update customer records, notify stakeholders when approval is needed, and update status for CSRs.
Communicate at Scale and Modernize
Data Collection with Smart Communications
With centralized communications and data intake channels, companies can quickly adapt communications and requests for information to ensure compliance in today’s rapidly changing markets—and automatically update Salesforce with what was sent, information submitted, and current status.
Harnessing SmartCOMM and SmartIQ for Salesforce Across Industries
Hundreds of organizations trust SmartCOMM and SmartIQ for Salesforce for enterprise document generation, customer communications management, and forms automation without ever having to leave Salesforce. These solutions build and manage omnichannel communications and data collection for use cases across industries, including:
Insurance
Financial Services
Healthcare and Life Sciences
Communications
Media and Entertainment
Energy and Utilities
Government
SmartCOMM for Salesforce Solution Brief
Learn about the powerful capabilities in SmartCOMM for Salesforce that enable businesses to deliver a better customer experience.
SmartIQ for Salesforce Solution Brief
Dive deeper into SmartIQ for Salesforce’s benefits, use cases, and capabilities and discover how it improves the quality of Salesforce data.
INDUSTRY RESOURCES
SmartCOMM for Salesforce Across Industries
Learn about the value SmartCOMM brings to your specific industry.
Frequently Asked Questions
Do I need developers to configure the Salesforce integration with SmartCOMM or SmartIQ?
Where can I find the AppExchange Listings to understand more about these offerings?
How long does it take to get up and running?
How does SmartIQ potentially align with our AI initiatives?
How is SmartCOMM different from Salesforce’s native document tools?
Does SmartIQ for Salesforce integrate directly with AgentForce/agentic capabilities?
Ready to Orchestrate Critical Communications and Smart Data Capture Across Your Salesforce Landscape?
SmartCOMM and SmartIQ unify communications and data collection in Salesforce, reducing manual work, boosting engagement, and providing teams with reliable, real-time insights to act confidently at every step. Schedule a demo, get personalized advice from our experts, and discover how your organization can benefit from SmartCOMM and SmartIQ Salesforce integrations.
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