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Unify Your Call and CRM Data for Clearer Insights and Smarter Sales Decisions
Connect Invoca and Salesforce to Improvado in several clicks.
Improvado normalizes raw data and channels it in your visualization platform
Get fresh and highly granular insights on your marketing efforts from custom dashboards
Invoca is a comprehensive call tracking and analytics platform that leverages AI to analyze phone call data, providing insights into customer interactions and campaign effectiveness. Features include real-time call attribution, keyword detection, and caller journey tracking, enabling marketing teams to identify which channels and keywords drive conversions. In industries like retail and finance, where call volume can reach thousands daily, Invoca helps pinpoint high-value leads and optimize ad spend.
Given that analytics teams often spend 60-80% of their time on data preparation, Invoca's automated call analysis streamlines this process by extracting structured insights directly from audio data. Its integrations with CRM and marketing automation tools facilitate seamless data flow, reducing routine tasks by 60%, and allowing teams to focus on strategic decision-making based on accurate, timely call insights.
Salesforce is a cloud-based customer relationship management (CRM) platform designed to help organizations streamline sales, service, and marketing processes. By centralizing customer data, it enables businesses to improve client interactions and drive revenue growth effectively.
With its extensive analytics and automation tools, Salesforce enhances decision-making and operational efficiency. Integrating Improvado with Salesforce eliminates 99% of discrepancies, ensuring accurate, unified data for smarter business insights.
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The Invoca + Salesforce dashboard integrates call tracking data directly into your CRM, providing clear insights into customer journeys. It offers detailed attribution reports that highlight which campaigns drive phone calls, helping optimize marketing spend. Users benefit from real-time call scoring and transcription analytics, enabling quick adjustments. This integration supports 40-65% lower marketing analytics costs by reducing reliance on multiple platforms.
This integration connects inbound call data from Invoca directly into Salesforce, allowing sales teams to view call details and attribution within their CRM for improved lead tracking and customer insights.
Setup involves linking your Invoca account with Salesforce using API credentials, configuring call tracking parameters, and mapping call data fields to Salesforce objects; Improvado can assist with streamlining this setup through custom data pipelines.
Businesses gain enhanced visibility into call-driven leads, enabling better attribution of marketing efforts and improving sales follow-up efficiency by consolidating voice interactions directly in Salesforce.
Call details and analytics are synchronized in near real-time using Invoca’s API, with data mapped to Salesforce objects like Leads and Opportunities; Improvado can enhance this process by ensuring accurate, centralized data aggregation.
Yes, you can tailor which call attributes are passed into Salesforce to fit your CRM workflows; Improvado supports this customization by creating flexible data connectors that align with your
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