HEDLOC Kynetyc Overview

Version 9

    HEDLOC Kynetyc


    HEDLOC Kynetyc, developed by HEDLOC, securely connects to your Salesforce instance and allows team members to manage their customer relationships from within the Jive platform. Whether you need assistance from the team to close a deal, or want to collaborate on providing customer support, HEDLOC Kynetyc brings your Salesforce records to life in the Jive Social Business Platform.


    Dashboard

    A customisable dashboard lets you select the Salesforce record types that matter to you from opportunities, leads, cases and tasks. Create new leads, calls, meeting and tasks, and simultaneously search across Salesforce and Jive.


         dashboard_large.png


    Search Opportunities

         search_opportunity_large.png

    Create a Case

    create_case_large.png


    Create a Discussion

    Create Jive Discussion about individual Salesforce records simply and easily, pushing all the Salesforce fields you decide are appropriate and embedding them directly into the discussion. This means that non-Salesforce users can now collaborate on helping your customers by working together on opportunities, cases and leads without revealing unnecessary or confidential details (such as the opportunity amount) to your Jive community.

    discussion_large.png



    Customize your Settings and Theme

    custom_theme_large.png


    Mentioning

    !mention Salesforce opportunities, accounts, contacts and cases in Jive discussion and documents. This allows you to embed Salesforce records directly where the discussion is happening and people can view this content without even leaving the current Jive page.

        

    kynetyc_mentioning_large (1).png

    To find out more about HEDLOC Kynetyc Enquire now.