Twilio offers scalable, cloud-based communications for web and mobile apps. This includes the ability for companies to call, SMS, chat, or video conference without having to create a communications infrastructure on their own. Further, Twilio can track tasks, evaluate worker performance and availability, and gather event data that can be used to create historical analytics reports.
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
Bring all your Twilio data to Amazon Redshift
Load your Twilio data to Google BigQuery
ETL all your Twilio data to Snowflake
Move your Twilio data to MySQL
Bring all your Salesforce data to Amazon Redshift
Load your Salesforce data to Google BigQuery
ETL all your Salesforce data to Snowflake
Move your Salesforce data to MySQL
Retrieve data about Twilio tasks that are part of your team’s workflow and filter those tasks using an array of fields including priority, assignment status and name. This data can be gathered from within Twilio or integrated from external sources and added to Twilio’s workflow.
Track each workspace event that occurs, including things like the creation of a new Twilio task, a worker being assigned to a task or a change in a worker’s activity status. You can use this data to both generate current analytics and store historical record data for future use.
Get data about your workers, including their activity, availability and relevant skills. This will help you both assign your workers the tasks that are most suited to their skill sets and ensure that those tasks are only assigned when workers are ready to tackle them.
Monitor a worker’s Twilio activity status and use it to determine whether or not to assign an open task to a specific worker.
Track valuable Salesforce lead information like who your leads are, their contact information, where they were first met and their contact status.
Store a Salesforce contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Create a Salesforce account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Create a Salesforce opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Track a product’s name, description and category. Then, use a Salesforce product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Track things like the budgeted cost and the actual cost of a campaign in Salesforce. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Schedule events in Salesforce that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Create Salesforce custom objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.