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, e-sign documents and contracts, 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.

FULLY INTEGRATED

Launch Lightico from Anywhere in Salesforce

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.

DOCUMENT REPOSITORY & AUDIT TRAIL

Easily Store and Access Customer Documents

Access all of your 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, Terms and Conditions consent & payment receipts with full time-stamped audit trails.

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Now more than ever,

Serve Customers Remotely With Lightico For Salesforce

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SECURE & COMPLIANT

Protect Your Organization & Customers

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.

Learn more about Lightico Security

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"Great tool to expedite customer service"

The most helpful thing about Lightico is the fast turnaround time, The upside is that you are giving your customer an easy way to respond quickly and efficiently. Lightico has cut work and waiting time as you can send customer forms via text and get them back quickly, very convenient for both parties.

"Great Service and Product"

I love the fact that I can send or request documents from a customer and it is easy to get the documents back in a secured site via text message. Our company switched from Docusign to Lightico, as Lightico is easier and more convenient than Docusign, as the customer can choose between receiving a text message or an email.