The world’s first native pipeline generation platform built exclusively for Salesforce.
With a bottoms-up approach, Xforce traverses each customer’s unique Salesforce Sales Cloud model and leverages hundreds of thousands of data points to drive hyper-intelligent conversational programs that transform your business.
Xforce offers ten major platform services that harness the power of Salesforce and turbocharge even the most complex conversational programs.
Connecting to the core Salesforce data model with any and all customizations, Xforce provides the ability to read, create, and update Custom Objects and Standard Salesforce Objects and fields in milliseconds; including Leads, Contacts, Accounts, Opportunities, Contact Roles, Campaigns, Campaign Members, Related User Lookup Objects, and Custom Objects related to Accounts, Contacts and Leads.
Compatible with every major Salesforce data type, Xforce offers a highly flexible solution that supports all standard fields, custom fields, lookup fields, formula fields, restricted picklists, unrestricted picklists, dependent picklists, multi-select picklists, regular expressions, number fields, date fields, email fields, and phone fields.
Without the need to sync data nightly, Xforce supports real-time traversal of your entire Salesforce data model in milliseconds the moment a new visitor arrives on the website and with every chatbot interaction. Intelligently route visitors, segment visitors, dynamically adjust routing, instantly alert reps, and customize experiences on-the-fly driven by real-time data.
Instantly match website visitors to Salesforce Objects in real time. Quickly match visitors to existing Leads, Contacts, and perform Account Matching with Lead to Account Match, Contact Direct. Further match to Opportunities via Contact Role Match, Account to Opportunity. Xforce Reverse IP further adds the ability to fuzzy Account Match even for anonymous website visitors.
Instantly identify and segment target accounts on your website as defined by Salesforce Accounts and Opportunity field values. Automatically connect to Sales Cloud target Account lists in Qualified and identify Accounts as they arrive on site. All Account and Opportunity fields and customizations can be used to segment and dedupe Accounts.
Xforce is truly cutting edge. Qualified can access every unique data point from our Salesforce Sales Cloud instance to build a completely bespoke conversational program. There’s no other platform like it.
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Intelligently route conversations to appropriate Salesforce Users so that your reps can focus on the VIP visitors they care about most. Route by Standard Owner or any Custom User Lookup fields on Leads, Contacts, and Accounts and automatically alert owners via system alerts, voice alerts, Slack, Email, or Microsoft Teams.
Automatically trigger bespoke website experiences based on any Salesforce data and greet your visitors with hyper-personalized conversations. Trigger Experiences based on any standard or custom field values on all supported Objects and combine unlimited boolean filter criteria to create complex trigger conditions.
Maintain pristine Salesforce data hygiene and process customizations. Craft custom rules around how you create and assign Leads to capture high-quality pipeline. Auto-dedupe on Lead creation or defer push for owner creation. Trigger or bypass Lead assignment rules and required fields; dynamically set standard Lead and custom fields; set fixed or default values on Leads.
Manage up-to-the-second conversational sales and marketing insights in any Salesforce system; including Salesforce Reports and Dashboards, Salesforce Campaigns, or Tableau’s Analytics Platform. Auto-associate base and connected Campaigns, dynamically set campaign members and sync activity transcripts, and leverage out-of-the-box campaign and ROI dashboards.
Get instant alerts when VIPs arrive on the site via Slack, your new digital HQ, and dive into the Qualified app to quickly engage those visitors. Configure direct or channel notifications with relevant Salesforce Data, such as Leads, Contacts, Campaigns, Target Accounts, and Opportunity data, and surface limitless field values to inform sales reps.
Protecting customer data is paramount. As a certified Salesforce ISV partner that’s built on the Salesforce Platform, Xforce is in compliance with Salesforce’s extensive security, InfoSec, Platform, SOC2, and ISV certifications.Learn More
Every Success Architect at Qualified is Salesforce-certified and dedicated to your success. We craft, implement, and optimize each conversational program based on your unique Salesforce data and business objectives. There’s no other team that comes close.
See how the #1 pipeline generation platform for Salesforce can help grow your business.Book a Demo