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KnowledgeIQ Salesforce Integration

KnowledgeIQ works with the tools you already use!

Give Your Agents a Head Start with Salesforce Integration

The advantages of software synergy are well known. With KnowledgeIQ and Salesforce Lightning or Service Cloud integration, your customer-facing teams can effortlessly access the right information and answers from across your company to drive exceptional customer experiences. Bring all your knowledge right to where your team already works and proactively bring them the knowledge they need.


How KnowledgeIQ works with Salesforce

KnowledgeIQ’s knowledge sync for Salesforce ensures your most up-to-date knowledge is available in one source of truth across your team.
No switching from the Salesforce interface
Higher Agent confidence and increased productivity
Proactive agent assistance
Predictive Search
Realtime alerts of changes
Collaboration, with Governance
KnowledgeIQ has developed a platform that provides an enhanced and quick integration with Salesforce, so that these benefits can be realized.
KnowledgeIQ provides a fine-grained security model to ensure the right people have access to the right content. Knowledge articles can be grouped into business focused ‘sites’. Access to knowledge articles are based on a user’s team and business unit. Knowledge articles are created once then shared to anyone who requires access to eliminate duplication and create a centralised point of truth.


Easy integration and configuration options

Integrating a knowledge management software with an existing business system is key to answering customer enquiries with efficiency and consistency.

The integration provides a plethora of configuration options including search and context-sensitive knowledge display on a per-object-type basis. Access to content within the platform for users is identical to their access within the KnowledgeIQ platform. KnowledgeIQ Salesforce Integration also provides direct access to KnowledgeIQ alerts from within Salesforce, as well as the notifications of quizzes that have been assigned to the user.

Why augment Salesforce with an external knowledge management solution?

Faster response time
Quicker access to consistent, accurate information
Reduced repeat questions and shoulder-tapping
Higher agent confidence and increased productivity
Quick access through Linked Content
Gain Insights and make maintenance easy of content
Greater customer satisfaction
Establish a single source of truth


Why integrate Salesforce and KnowledgeIQ

Integrating Salesforce with a powerful knowledge management platform provides organizations the competitive advantage they need with advancing accuracy, speed, and consistency of the service delivery.
With KnowledgeIQ integrated with Salesforce the added benefit of understanding the competency of your agents is presented. It’s not enough to just deliver articles and processes, KnowledgeIQ can deliver quizzes to test agent understanding and comprehension and provide real time data and reporting.


The benefits of standalone knowledge management software

Every day your people use multiple tools to get work done. Articles, policies, process guidance, forms, workflows, onboarding, sales guides and much more. Explore our complete set of knowledge management features to see how you can deliver an exceptional and consistent digital workplace experience - equip your people and customers to go further and go faster.


Hear what our customers have to say

KnowledgeIQ can help you overcome many operational challenges whether you’re a small, medium or large organisation. Our customers experience a range of game changing benefits – transforming lagging processes and enriching data and knowledge company wide.

To learn more about KnowledgeIQ and how it can help your employees learn faster and work smarter, book a free demo by clicking the button below.

Get going

Let’s explore how KnowledgeIQ can deliver business advantage to your organization. Schedule a demo with one of our knowledge experts today.
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