Lightico for SALESFORCE

Instantly Collaborate with your Customers Directly from Salesforce

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LIGHTNING SPEED

Sell & Service Faster

Complete all customer-facing processes in real time. Instantly collect customer forms, sign documents and contracts, collect customer documents, verify ID and process payments directly from Salesforce.

Shortened sales cycles and reduced touchpoints lower the risk of losing prospects and help improve conversion rates, accelerate service and boost CX.

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FULLY INTEGRATED

Lightico is fully integrated with every object in Salesforce and can be launched from Accounts, Opportunities, Contacts or Cases. The real-time bi-directional data sync simplifies form filling, quotes and orders by pre-population of customer information eliminating rekeying and after-call work. New customer details captured in forms are automatically updated in the customer’s Salesforce records.

Lightico is Lightning ready and works with all Salesforce products, no additional installation is required.

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DOCUMENT REPOSITORY & AUDIT TRAIL

Access all customers’ completed documents directly from their Salesforce object at any time. See the status of customer processes and all retrieve completed documents, including ID, signed forms, T&C consent & payment receipts with full time-stamped audit trails.

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SECURE & COMPLIANT

Lightico is compliant with the highest level of security and exceeds Salesforce’s security requirements. Our multi-layered security infrastructure has made Lightico a trusted technology partner for hundreds of the world’s largest and most demanding companies. All documents contain full audit trail access including their entire session history.

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