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CRM & customer data

Salesforce CRM + Merx

Bring customer conversations into your CRM, and CRM context into every conversation.

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Better together

Your customer relationships. A richer conversation.

Connect Merx with your Salesforce strategy so the preferences and intent customers share in conversation become part of the relationship you already manage. Keep your CRM at the centre while adding a more personal way to engage.

Explore what’s possible

01

Enrich customer profiles

Bring declared interests and preferences from Merx conversations into your customer data strategy.

02

Make every message relevant

Use CRM context to shape more useful conversations across the customer journey.

03

Connect marketing and service

Plan how conversation insights can support the teams already working in Salesforce.

Let’s make it work for you

Your stack. Your customer journey.

We’ll walk through your Salesforce CRM setup, the data you want to connect, and the journeys you want to build. Available capabilities and setup depend on the products and configuration you use.

Talk to us about Salesforce CRM

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