Lua was created to improve internal communications with a platform that supports its end users where their requirements of mobile, intuitive, and secure intersect. By empowering businesses of all verticals with secure messaging and calling for their employees, Lua has been a driving force for business efficiency and productivity. But here at Lua we are always finding new ways for our app to improve the modern mobile workflow beyond just messaging or calling, which is why we are thrilled to announce our new Salesforce integration.
Millions of on-the-go business professionals use Salesforce every day from their mobile device, but need a way to take immediate action with their distributed teams. As our CPO Austin Lane told AirWatch this week, by connecting Salesforce with Lua, users can get instant feedback, discuss opportunities and close more deals. Lua’s salesforce.com integration will allow you to pull Salesforce objects (opportunities, leads, etc.) directly into the conversation. So instead of just talking about your ACME opportunity, you can attach the Salesforce object directly to the conversation, and everyone can see the details on that opportunity without leaving the app.
Let’s look at how Salesforce within Lua can support teams of all verticals a little more closely:
Share knowledge and expertise.
By utilizing Lua’s Salesforce integration, all of your employees will be instantly empowered to quickly share files, data and the latest marketing materials and resources with the appropriate teams. When using Lua to communicate, you get read receipts on every message, file and Salesforce object so you always know who has read your message or opened your file, reducing the need to follow up with coworkers via email to see if they read a file you shared.
Have intentional conversations about Salesforce leads.
Salesforce is a very powerful tool for tracking customer information. However, by using it within Lua you get the added benefit of using secure mobile messaging to drive your sales, marketing and executive teams while unlocking the true value of your Salesforce investment. By combining the greatest benefits of Salesforce and Lua’s real time messaging, making intentional and thoughtful decisions based on Salesforce data will be easier than ever for all types of end users.
Build a better mobile workflow and close more deals.
You track all of your customer information and interactions in Salesforce, and by adding Lua you can easily share leads, contacts, opportunities and accounts instantly and even discuss records with individuals and groups that don’t have Salesforce. By sharing Salesforce information in Lua you get access to important information and expertise from wherever you are. With the ability to start a group discussion around a deal you can quickly sync about the details and get work done without any obstacles to your workflow!
What kind of information can I share from Salesforce to Lua?
You can easily share leads, contacts, opportunities and accounts instantly inside of Lua with individuals, groups or departments.
Do I need to have a Salesforce account to see the information?
You do need an account to view detailed information about the object. Without a Salesforce account you can see the record’s name and type.
Do I need to be a part of the organization to see record in Salesforce?
Yes, you must be a current user inside of the Salesforce organization to see the records.
Do I need the Salesforce mobile app to view the information in Lua?
No you do not need the Salesforce application, however to view detailed information or to make notes you will need the app installed.
If a record changes in Salesforce does it update in Lua?
Yes, all changes made to Salesforce record are updated in real-time inside of Lua.
Can you use the shared Salesforce contact information inside of Lua to make calls or emails?
Yes, all of the contact details are accessible inside of Lua. You can call or email with just one tap.
Learn more about Lua's many other integrations that can help improve efficiency and productivity.