In today’s competitive landscape, a smooth transition between sales and post-sales processes is essential for exceptional client experiences. The Moxo Salesforce AppExchange integration is designed to automate deal transitions, streamline project execution, and enhance collaboration across teams. Operating within the Salesforce ecosystem, this specialized Moxo flow package bridges the gap between sales, implementation, and client-facing operations, creating an efficient, end-to-end process for managing client business.
What is the Moxo Salesforce AppExchange App?
The Moxo Salesforce AppExchange app is tailored for Salesforce users, bringing automation and collaboration directly into the Salesforce platform. This integration enables businesses to streamline client onboarding, process management, and engagement by providing a cohesive workspace to handle client interactions, document sharing, and project tracking.
Available on the AppExchange as a subset package, Moxo’s integration is simple to implement and designed to enhance workflow efficiency within Salesforce.
Key Features and Value of Moxo’s Salesforce Integration
1. User Onboarding and Authentication
Moxo’s integration supports various user types, each with seamless access pathways:
- Salesforce Users: Admins and business users within Salesforce are auto-provisioned in Moxo and can log in with Salesforce Single Sign-On (SSO).
- Non-Salesforce Internal Users: Invited by email, these users access Moxo using traditional authentication.
- Client Users: Invited via email, clients can connect to the workspace using Moxo’s magic link or client portal, ensuring an accessible, user-friendly experience.
Each time a new user accesses the Moxo tab in Salesforce, the system checks their onboarding status and provisions them automatically if they are not yet registered in Moxo.
2. Getting Started with Moxo on AppExchange
- Installation: Locate and install Moxo in Salesforce AppExchange by searching Moxo. Once installed, you will be able to integrate Moxo workflows with your Salesforce environment.
- Configuration: Admins can configure the settings in a centralized Moxo Settings module, accessed from the 'App Launcher' icon. Here, administrators can access options such as:
- Getting Started: A guided onboarding journey for Salesforce users.
- Already Have an Account?: For users with an existing Moxo account.
- Know More: Access to documentation and videos explaining Moxo’s integration model.
- Contact Us: Direct access to Moxo support.
3. Salesforce SSO Integration
Salesforce SSO simplifies authentication by allowing users to access Moxo’s Business Portal directly from within Salesforce, using their Salesforce credentials. This integration enhances security and provides a seamless experience for users as they transition between platforms.
4. Automating Workflows with Moxo Workspaces
Moxo enables automation for post-sales processes through Moxo Workspaces. Workspaces can be generated automatically based on pre-defined triggers, such as changes to an opportunity’s stage in Salesforce. When a trigger is activated, a workspace is created for the designated stakeholders, ensuring smooth hand-offs and continued collaboration between sales and post-sales teams.
Customizable Role Assignments: Salesforce admins can customize who participates in each workspace, including roles like:
- Opportunity Owner - the primary user managing the opportunity
- Primary Contact Role - the client’s main contact
- Account contacts and other custom roles as needed
Deep Linking: Deep linking allows users to move directly from Salesforce into Moxo, providing an integrated and fluid workflow experience.
5. Managing Deal Progress
Within each Salesforce Opportunity, a dedicated 'Moxo' tab provides a clear, organized view of all associated workspaces, current actions, and their status, enabling you to stay on top of every process. This structured overview shows:
- Workspace Details: Including open actions, statuses, and recent activity, all connected to the opportunity.
- Summary of Actions: A streamlined breakdown of ongoing tasks, assignees, and deadlines.
Instead of toggling between multiple platforms to piece together an account’s status, Moxo’s integration allows you to manage and track each deal’s progression from within Salesforce, helping ensure that processes move forward smoothly. By providing this comprehensive, centralized view, Moxo enhances operational efficiency, minimizes missed steps, and supports effective client engagement.
6. Customizing the Client Experience
Moxo allows Salesforce admins to add branding elements to each workspace, such as company logos, colors, and custom templates. These settings ensure that client interactions remain consistent with your organization’s visual identity, as well as streamline onboarding and engagement through pre-defined templates that trigger automatically, based on opportunity status changes.
Trial and Upgrade Options
Moxo’s Salesforce integration includes a 14-day free trial for users to explore its functionalities. After the trial, users can continue using the integration by upgrading to the Business Pro package for additional features and support.
Driving Seamless Deal Management
By integrating Moxo with Salesforce, organizations can reduce manual processes, streamline client engagement, and achieve better outcomes in post-sales workflows. If your team is looking to enhance deal transitions and create a more effective, streamlined experience, the Moxo Salesforce AppExchange package is a valuable solution that can elevate your deal management services.