Case Study

Invoca for Salesforce Translates Call Data into Actionable Marketing Insights

The Client

Invoca helps the modern marketer optimize the most important step in the customer journey: the phone call. With Invoca’s Voice Marketing Cloud, marketers can get granular campaign attribution to understand why customers are calling, gain real-time intelligence about who’s calling and analyze what’s being said in conversations. Marketers can put this data to work directly in the Voice Marketing Cloud by automating the ideal customer experience before, during and after each call.

 
 
 

When it came to selecting a partner to develop our Invoca for Salesforce app, we were looking for not just Salesforce experts, but business experts who understood the product development lifecycle. We were so pleased with the relationship we developed with Comity that we have named them our preferred implementation partner. We trust them implicitly to deploy Invoca for Salesforce for our clients

 
 
 

The Challenges

Evolving technology was impacting Invoca’s ability to bring complete call intelligence to their clients. Recorded call intelligence wasn’t available in Salesforce to drive campaigns and sales conversion. They needed rich call attribution to make connections between email, social media campaigns, and phone conversations. With multiple clients serving customers in different industries, Invoca sought a solution that could scale to many B2C cases and a variety of campaigns.

 
 
 

The Solution

Without their own in-house expertise with developing products on the Salesforce platforms, Invoca selected Comity for their experience building with the Salesforce AppExchange. The resulting app, Invoca for Salesforce, integrates Invoca’s Voice Platform call intelligence into actionable Salesforce data so sales teams can easily access, automate, and analyze customer conversations.

 
 
 

The Results

By partnering with Comity, Invoca bridged the gap between call intelligence and digital sales and marketing for their customers with a minimal viable product (MVP) in just three months. Invoca for Salesforce provides marketing call attribution and sales conversation intelligence within Salesforce with a flexible product architecture to support large data volume, B2C use cases, and B2B cases. Because of the app’s success, Invoca also selected Comity as its implementation partner for key accounts.