XTRAC® App for Salesforce®

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VIEW, CREATE AND MANAGE WORK AND DOCUMENTS IN SALESFORCE.

The new XTRAC® App seamlessly connects XTRAC® with Salesforce, allowing users to easily view, create and manage work and documents from directly inside of Salesforce.

The XTRAC App helps bring traditional back office functions to the front office. Associates are able to enter work requests and documents without having to delegate to operations saving time, providing greater visibility across clients and improving customer service.

KEY FEATURES

  • Easily configure to work with your specific Salesforce setup

View the status and history of work associated with any Account, Contact and/or Opportunity.

Create new work requests (such as an account opening) for any Account, Contact, and/or Opportunity.

 

Reduce data entry — customer info is pre-populated.

Upload, attach and view documents associated with any Account, Contact and/or Opportunity. All documents are stored in our highly-secure cloud environment.

 

KEY BENEFITS

  • Save time — users no longer need to enter redundant information or switch between applications
  • Reduce the chances for error
  • Gain a more holistic and integrated view of clients
  • Know current work status and gain greater control
  • Improve customer service — immediately respond to client inquiries on the status of work with a simple view in Salesforce

 

GET STARTED TODAY

You must be an XTRAC customer to download and use the XTRAC App.  
To get started, contact XTRAC Sales

 

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