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stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\"/>\u003C/g>",{"id":24,"documentId":25,"metaTitle":26,"metaDescription":27,"slug":28,"heroTitle":29,"heroUnderTitle":30,"heroUnderTitle2":31,"heroUnderTitle3":32,"heroCTA":33,"heroVideoUrl":32,"blog":34,"createdAt":35,"updatedAt":35,"publishedAt":36,"locale":37,"sectionSecurity":32,"heroCtAlink":32,"localizations":38,"heroImage":48,"recommendedArticles":225,"contentType":226},6836,"i79zq5xryoaq2x948nsosigg","Entdecken Sie Salesforce, Kundenführ","Salesforce bietet Sales Cloud für Kundenservice und Marketing Cloud für Marketinglösungen an.","/de/integrationen/crm/salesforce/beste-crm-software/","Salesforce: Die beste CRM-Software","Verbinden Sie sich ganz neu mit Kunden","Das führende Kundenmanagement entschlüsselt",null,"Angebot anfordern","Salesforce, Inc. ist ein amerikanisches Cloud-Softwareunternehmen, das CRM-Dienste anbietet. Salesforce ist ein beliebtes CRM-Tool für Support-, Vertriebs- und Marketingteams weltweit. Salesforce-Dienste ermöglichen Unternehmen, Cloud-Technologie zu nutzen, um besser mit Partnern, Kunden und Interessenten zu kommunizieren.\n\n## Die Geschichte von Salesforce\n\nSalesforce wurde 1999 von __Marc Benioff__ gegründet, damals Vertriebsleiter bei Oracle, einem der größten Softwareunternehmen weltweit.\n\nDas Unternehmen basierte auf einer einzigartigen und mutigen Idee: Software sollte für alle jederzeit und weltweit über eine Cloud-Infrastruktur verfügbar sein. Unternehmen müssten nicht mehr teure IT-Firmen wie SAP oder Oracle (ORCL) beauftragen, um eigenständige IT-Plattformen vor Ort zu installieren.\n\nDie Zukunft, so sah es der visionäre Benioff, wäre eine Welt, in der Unternehmen Software außerhalb ihrer Gebäude kostengünstiger und effizienter erwerben könnten, mit allem in der externen Cloud gespeichert.\n\n[Angebot anfordern](https://www.leexi.ai/demo#cta)\n\n„Es ist erstaunlich, dass egal wie groß der Kunde war oder wo auf der Welt wir verkauften, eine einzige Idee all unsere Erfolge antrieb: Wir verkauften nie Funktionen“, sagte Benioff in seinem Buch „Behind the Cloud: The Untold Story of How Salesforce Went from Idea to Billion-Dollar Company and Revolutionized an Industry.“ „Wir verkauften das Modell und den Kundenerfolg.\"\n\nDiese einzigartige Idee wurde von Software-Eliten verspottet, die die Bedrohung durch Salesforce für die großen Anbieter nicht erkannten.\n\nDennoch wurden Salesforce und Benioff zu Revolutionären der IT-Branche, widerlegten Kritiker und schufen ein Produkt – eine CRM-Software – basierend auf einer Idee: Produkte zu bauen, die Unternehmen in der Cloud nutzen können.\n\n## Was ist ein CRM?\n\n__Customer Relationship Management (CRM) ist eine Strategie, mit der Unternehmen ihre Kundenbeziehungen und Bedürfnisse verwalten__. CRM hilft Organisationen, Prozesse zu optimieren, Kundenbeziehungen aufzubauen, den Umsatz zu steigern, den Kundenservice zu verbessern und Gewinne zu erhöhen.\n\n![Salesforce Tower](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Sans_titre_c62fcdaaf2.png)\n\n## Alles, was Sie über Salesforce wissen müssen\n\nDieses CRM ist weltweit führend und bringt Teams rund um Kunden zusammen, um aus Interessentendaten umsetzbare Erkenntnisse zu gewinnen.\n\n### Welche Vorteile bietet Salesforce?\n\n__Moderne CRMs sind weit mehr als einfache Tabellen als Datenbanken__. Sie sind intelligente, proaktive Software mit AI-Unterstützung. Fun Fact: Ihre AI heißt Einstein, da es Tradition ist, die künstliche Intelligenz zu benennen. Sie ist das Rückgrat der kundenorientiertesten Organisationen weltweit und hilft Unternehmen, den Kunden ins Zentrum zu stellen.\n\n__Sie bezeichnen sich als die umfassendste Lösung auf dem Markt.__\n\nMit den besten Marketing-, Vertriebs-, Handels- und Service-Apps, alle auf unserer vertrauenswürdigen Plattform, geht Customer 360 über CRM hinaus und unterstützt jeden Kundenkontakt.\n\nJetzt dient Slack in Customer 360 als Plattform, damit Mitarbeiter überall mit Kollegen, Kunden und Partnern kommunizieren können. Alle können tägliche Salesforce-Aufgaben über Slack erledigen, was Produktivität, Reichweite und Umsatz steigert.\n\n### Skalierbar und sicher\n\nCustomer 360 wird von der Salesforce-Cloud betrieben, der über 150.000 Unternehmen vertrauen, um kritische Anwendungen auszuführen. Dank Hyperforce, der nächsten Hardware-Generation, ist sie noch leistungsfähiger. Hyperforce sichert Salesforce-Anwendungen in der Cloud, ermöglicht Expansion und Innovation zur Erfüllung von Kundenbedürfnissen und liefert Informationen und Neuerungen. Das Beste: all diese Technologien sind klimaneutral.\n\n### Flexibel und anpassbar\n\nFür Unternehmen jeder Größe und Branche kann Customer 360 deren sich wandelnde Bedürfnisse erfüllen. Salesforce und Slack mit einem Ökosystem von über 8.700 Partner-Apps und Services nutzen unsere Technologie, um Geschäftsanforderungen zu adressieren. Mit über 9 Millionen Installationen können Sie die App mit Vertrauen nutzen.\n\n### Kundenliebe\n\nMit über 11 Millionen Trailblazern sind Sie Teil einer großartigen Community, in der Sie lernen, wachsen und den Kundenerfolg Ihrer Organisation fördern können. Sie bieten Expertenservices, On-Demand-Schulungen und vieles mehr, um sicherzustellen, dass Kunden den Wert von Salesforce maximieren.\n","2026-06-03T16:34:57.355Z","2026-06-03T16:34:57.418Z","de",[39,42,45],{"locale":40,"slug":41,"documentId":25},"fr","/fr/integrations/crm/salesforce/meilleur-logiciel-crm/",{"locale":43,"slug":44,"documentId":25},"en","/en/integrations/crm/salesforce/best-crm-software/",{"locale":46,"slug":47,"documentId":25},"nl","/nl/integraties/crm/salesforce/beste-crm-software/",{"id":49,"documentId":50,"name":51,"alternativeText":52,"caption":32,"width":53,"height":54,"formats":55,"hash":90,"ext":57,"mime":60,"size":91,"url":92,"previewUrl":32,"createdAt":93,"updatedAt":94,"publishedAt":93,"focalPoint":32,"related":95},2088,"v37uw0wtmbafwjs65exo2evn","Logo_Salesforce","Logo Salesforce CRM tool",1920,1343,{"large":56,"small":66,"medium":74,"thumbnail":82},{"ext":57,"url":58,"hash":59,"mime":60,"name":61,"path":32,"size":62,"width":63,"height":64,"sizeInBytes":65},".png","https://reliable-canvas-66698e1f5b.media.strapiapp.com/large_Salesforce_com_logo_svg_413f0720f5.png","large_Salesforce_com_logo_svg_413f0720f5","image/png","large_Salesforce.com_logo.svg.png",66.9,1000,699,66903,{"ext":57,"url":67,"hash":68,"mime":60,"name":69,"path":32,"size":70,"width":71,"height":72,"sizeInBytes":73},"https://reliable-canvas-66698e1f5b.media.strapiapp.com/small_Salesforce_com_logo_svg_413f0720f5.png","small_Salesforce_com_logo_svg_413f0720f5","small_Salesforce.com_logo.svg.png",30.57,500,350,30567,{"ext":57,"url":75,"hash":76,"mime":60,"name":77,"path":32,"size":78,"width":79,"height":80,"sizeInBytes":81},"https://reliable-canvas-66698e1f5b.media.strapiapp.com/medium_Salesforce_com_logo_svg_413f0720f5.png","medium_Salesforce_com_logo_svg_413f0720f5","medium_Salesforce.com_logo.svg.png",49.14,750,525,49136,{"ext":57,"url":83,"hash":84,"mime":60,"name":85,"path":32,"size":86,"width":87,"height":88,"sizeInBytes":89},"https://reliable-canvas-66698e1f5b.media.strapiapp.com/thumbnail_Salesforce_com_logo_svg_413f0720f5.png","thumbnail_Salesforce_com_logo_svg_413f0720f5","thumbnail_Salesforce.com_logo.svg.png",12.7,223,156,12703,"Salesforce_com_logo_svg_413f0720f5",21.85,"https://reliable-canvas-66698e1f5b.media.strapiapp.com/Salesforce_com_logo_svg_413f0720f5.png","2025-11-04T15:02:48.028Z","2025-12-03T15:39:26.818Z",[96,109,124,137,150,162,163,175,188,201,213],{"id":97,"documentId":25,"metaTitle":98,"metaDescription":99,"slug":44,"heroTitle":100,"heroUnderTitle":101,"heroUnderTitle2":102,"heroUnderTitle3":32,"heroCTA":103,"heroVideoUrl":32,"blog":104,"createdAt":105,"updatedAt":106,"publishedAt":107,"locale":43,"__type":108},2836,"Discover Salesforce, the leader in customer success","Salesforce offers a customer service application called Sales Cloud and a marketing application called Marketing Cloud.","Salesforce: The Best CRM Software","Connect with your customers in a whole new way","Decoding the leading customer success software","Get an offer","Salesforce, Inc. is an American cloud-based software company providing crm services. Salesforce is a popular CRM tool for support, sales, and marketing teams worldwide. Salesforce services enable businesses to use cloud technology to better connect with partners, customers, and prospects.\n\n## The history of Salesforce\n\nSalesforce was founded in 1999 by __Marc Benioff__, then sales director at Oracle, one of the world's largest software companies.\n\nThe company was built on a unique and bold premise: that software should be available to everyone, 24/7, on a global cloud computing infrastructure. Companies would no longer need to rely on expensive IT firms like SAP or Oracle (ORCL) to install standalone IT platforms within their own walls at great cost.\n\nThe future, as a visionary Benioff saw it, would be a world where companies could purchase software outside their own buildings, at lower cost and with equal or greater efficiency, with everything stored on an external cloud.\n\n[Get an offer](https://www.leexi.ai/demo#cta)\n\n\"It's amazing to consider that no matter the size of the client we presented to or where in the world we sold, one singular idea drove all our achievements: we never sold features,\" Benioff said in his book, \"Behind the Cloud: The Untold Story of How Salesforce Went from Idea to Billion-Dollar Company and Revolutionized an Industry.\" \"We sold the model, and we sold customer success.\"\n\nThis unique idea was mocked by software industry elitists who never saw the threat Salesforce posed to the big software vendors.\n\nYet, Salesforce and Benioff went on to become IT industry revolutionaries, proving critics wrong by creating a single product—a customer relationship management software tool—around a single idea: building products that businesses could use in the cloud.\n\n## What is a CRM?\n\n__Customer Relationship Management (CRM) is a strategy businesses use to manage their relationships with customers and their needs__. CRM helps organizations streamline processes, build customer relationships, increase sales, improve customer service, and boost profits.\n\n![Salesforce Tower](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Sans_titre_c62fcdaaf2.png)\n\n## Everything you need to know about Salesforce\n\nThis CRM is the global leader, bringing teams together around customers to gain actionable insights from prospect data.\n\n### What are the benefits of Salesforce?\n\n__Today’s CRMs are far more than simple spreadsheets serving as databases__. They have developed into intelligent, proactive software powered by AI. Fun fact: they named their AI Einstein, as it’s tradition to name your artificial intelligence. It’s the backbone of the world’s most customer-centric organizations and helps businesses put the customer at the center of everything they do.\n\n__They describe themselves as the most complete solution on the market.__\n\nWith the best marketing, sales, commerce, and service apps, all built on our trusted platform, Customer 360 goes beyond CRM to support every customer touchpoint.\n\nNow in Customer 360, Slack serves as a platform for employees to connect with colleagues, customers, and peers anywhere. Everyone can manage daily Salesforce tasks from Slack, boosting productivity, reach, and revenue.\n\n### It’s scalable and secure\n\nCustomer 360 is powered by the Salesforce cloud, trusted by over 150,000 companies to run critical applications. Thanks to Hyperforce, the next hardware setup, it’s even more powerful. Hyperforce secures Salesforce applications in the cloud, enables expansion and innovation to meet customer needs, and provides information and innovations. The best part is all these technologies are carbon neutral.\n\n### It’s flexible and adaptable\n\nFor businesses of all sizes and industries, Customer 360 can meet their ever-changing needs. Salesforce and Slack, with an ecosystem of over 8,700 partner apps and services, can use our technology to address business needs. With over 9 million installations, you can use the app with confidence.\n\n### They love their customers\n\nWith over 11 million Trailblazers, you’re part of an amazing community where you can learn, grow, and fuel your organization’s customer success. They provide expert services, on-demand training, and everything in between to ensure customers maximize the value of Salesforce.\n","2025-11-24T16:03:48.743Z","2026-02-11T10:53:48.988Z","2026-02-11T10:53:49.104Z","api::child-page.child-page",{"id":110,"documentId":111,"metaTitle":112,"metaDescription":113,"slug":114,"heroTitle":115,"heroUnderTitle":116,"heroUnderTitle2":117,"heroUnderTitle3":118,"heroCTA":119,"heroVideoUrl":120,"blog":121,"createdAt":122,"updatedAt":122,"publishedAt":123,"locale":43,"__type":108},5087,"rbane6xr7eb9arc0pmsco386","Salesforce | Leexi integration","Automate your note-taking and their integration in your CRM. Boost your efficiency!","/en/integrations/crm/salesforce/","Salesforce","Boost the use of your CRM!","Automatic note-taking by AI","Send insights directly to Salesforce","Try Leexi for free","false","## Overview: Leexi + Salesforce Integration\n\nThe integration allows you to import call notes directly into the CRM, into a contact, organization, or deal record. Taking call notes, making a summary, and then reporting it into your CRM? All that is a thing of the past! Your assistant takes care of everything: it transcribes your calls, summarizes them, and more! You save precious time by automating the tedious task of completing your CRM.\n\n## How to integrate Salesforce and Leexi?\n### Prerequisites\n\nAdmin rights to your **Leexi** and **Salesforce** user accounts\n### Step 1 :\n\n**On your Salesforce account**\n\nBefore activating the Leexi integration, we recommend [enabling Shared Activities](https://help.salesforce.com/s/articleView?id=sf.activities_enable_shared_activities.htm&type=5) on your Salesforce account. When a meeting involves multiple clients, this allows us to create a single note linked to each client.\n\n### Step 2 :\n\n**On your [Leexi](https://app.leexi.ai/) account**\n\nGo to **Settings** → **Integrations** (only accessible by an admin)\n\nClick **Add** for the Salesforce integration\n\n![tuto salesforce 1](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Group_246_94d04ce593.png)\n\nAccept## Overview of the Leexi + Teams Phone Integration\n\nThis integration allows Leexi to **automatically record your phone calls made via Microsoft Teams Phone**, thanks to our partnership with **Imagicle**, a Microsoft-certified solution.\n\nFrom these recordings, Leexi provides you with a **full transcript**, a **clear summary**, a **list of follow-up tasks**, **advanced analytics**, and many other exciting features!\n\nAnd the best part? **Everything is fully automated!**\n\nThe recordings are first captured and securely stored on Imagicle’s European servers, then automatically transferred to Leexi, where the analysis begins.\n\n## How to integrate Teams Phone with Leexi?\n\n### Step 1:\n\nContact your Leexi representative to activate the integration and define the number of required licenses.\n\n💡 This integration may generate additional costs, directly included in your Leexi subscription.\n\n### Step 2:\n\nFill out the Imagicle form to initiate the installation:\n\n👉 [Imagicle Installation Form](https://imagicle.formtitan.com/ftproject/ft82806ebe53dd46b0ae779929e2e163c3?requesttype=Production&utm_source=chatgpt.com)\n\nOnce the form is submitted, Imagicle creates your workspace within 1 to 2 business days.\n\n### Step 3:\n\nFollow the steps described in this Imagicle procedure:\n\n👉 [Teams Integration Procedure](https://kbp.imagicle.com/ucxcr/native-microsoft-teams-integration?utm_source=chatgpt.com)\n\nThe necessary credentials (Main App ID & Pair App ID) will be provided by the Leexi team.\n\n### Step 4:\n\nGo to [https://app.leexi.ai/fr/settings/integrations](https://app.leexi.ai/fr/settings/integrations?utm_source=chatgpt.com), look for the **Teams Phone** integration, then click **Add**, and finally **Save**.\n\n![real step 4](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Capture_d_ecran_2025_09_05_a_12_02_36_def413c485.png)\n\n### Step 5:\n\nOnce the integration is activated, click on **Manage**.\n\nAdd licenses to the relevant users using the “**+**” button.\n\nThe number of usable licenses corresponds to what was agreed with Leexi. If you exceed this number, an error message will appear.\n\n⏳ Please allow about 4 hours for synchronization to take effect on Imagicle’s servers.\n\n![step 4](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Capture_d_ecran_2025_08_04_a_14_36_47_59114ddf68.png)\n\n## Benefits of the Integration\n\nBy integrating **Teams Phone with Leexi**:\n\n- Your calls are recorded automatically, without manual intervention.\n- You remain compliant with a Microsoft-certified solution.\n- You can easily manage your users and licenses.\n- You gain access to advanced analytics effortlessly.\n- You save precious time on writing call reports.\n\n## Terms of Use\n\nThis integration relies on a third-party solution: **Imagicle**.\n\nBy activating the integration, you agree to their [General Terms and Conditions of Sale](https://www.imagicle.com/fr/legal-terms/terms-and-conditions-of-sale/?utm_source=chatgpt.com).\n\n📍 Data is processed and hosted in Europe.\n\n📩 Any questions regarding the processing or storage of your calls must be addressed directly to Imagicle.\n\n## Prerequisites\n\n🔐 Administrator rights on both your Leexi and Microsoft Teams accounts\n\n📧 The email addresses used in Leexi and Teams must match exactly\n\n## Try Leexi with Teams Phone\n\nReady to take your calls to the next level?\n\nContact us to activate the integration and unlock the full potential of Leexi with Teams Phone.\n\n[Try Leexi for free](https://www.leexi.ai/demo#cta)","2025-11-05T15:29:03.474Z","2026-04-29T08:27:24.284Z",{"id":125,"documentId":111,"metaTitle":126,"metaDescription":127,"slug":128,"heroTitle":115,"heroUnderTitle":129,"heroUnderTitle2":130,"heroUnderTitle3":131,"heroCTA":132,"heroVideoUrl":120,"blog":133,"createdAt":134,"updatedAt":134,"publishedAt":135,"locale":136,"__type":108},5226,"Salesforce | Integración con Leexi","Automatiza la toma de notas y su integración en tu CRM. ¡Impulsa tu eficiencia!","/es/integraciones/crm/salesforce/","¡Potencia el uso de tu CRM!","Toma de notas automática por AI","Envía insights directamente a Salesforce","Prueba Leexi gratis","## Visión general: Integración de Leexi + Salesforce\n\nLa integración te permite importar notas de llamadas directamente en el CRM, ya sea en un contacto, organización o registro de oportunidad. ¿Tomar notas de llamadas, hacer un resumen y luego reportarlo en tu CRM? ¡Eso ya es cosa del pasado! Tu asistente se encarga de todo: transcribe tus llamadas, las resume ¡y mucho más! Ahorras tiempo valioso automatizando la tediosa tarea de completar tu CRM.\n\n## ¿Cómo integrar Salesforce y Leexi?\n### Requisitos previos\n\nDerechos de administrador en tus cuentas de usuario de **Leexi** y **Salesforce**\n### Paso 1:\n\n**En tu cuenta de Salesforce**\n\nAntes de activar la integración con Leexi, recomendamos [habilitar Actividades Compartidas](https://help.salesforce.com/s/articleView?id=sf.activities_enable_shared_activities.htm&type=5) en tu cuenta de Salesforce. Cuando una reunión involucra a varios clientes, esto nos permite crear una sola nota vinculada a cada cliente.\n\n### Paso 2:\n\n**En tu cuenta de [Leexi](https://app.leexi.ai/)**\n\nVe a **Configuración** → **Integraciones** (solo accesible por un administrador)\n\nHaz clic en **Agregar** para la integración con Salesforce\n\n![tuto salesforce 1](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Group_246_94d04ce593.png)\n\nAcepta## Visión general de la integración Leexi + Teams Phone\n\nEsta integración permite que Leexi **grabe automáticamente tus llamadas telefónicas realizadas a través de Microsoft Teams Phone**, gracias a nuestra alianza con **Imagicle**, una solución certificada por Microsoft.\n\nA partir de estas grabaciones, Leexi te ofrece una **transcripción completa**, un **resumen claro**, una **lista de tareas de seguimiento**, **analíticas avanzadas** ¡y muchas otras funciones interesantes!\n\n¿Y lo mejor? **¡Todo está completamente automatizado!**\n\nLas grabaciones se capturan y almacenan de forma segura en los servidores europeos de Imagicle, luego se transfieren automáticamente a Leexi, donde comienza el análisis.\n\n## ¿Cómo integrar Teams Phone con Leexi?\n\n### Paso 1:\n\nContacta a tu representante de Leexi para activar la integración y definir el número de licencias necesarias.\n\n💡 Esta integración puede generar costes adicionales, incluidos directamente en tu suscripción de Leexi.\n\n### Paso 2:\n\nCompleta el formulario de Imagicle para iniciar la instalación:\n\n👉 [Formulario de instalación de Imagicle](https://imagicle.formtitan.com/ftproject/ft82806ebe53dd46b0ae779929e2e163c3?requesttype=Production&utm_source=chatgpt.com)\n\nUna vez enviado el formulario, Imagicle crea tu espacio de trabajo en 1 o 2 días hábiles.\n\n### Paso 3:\n\nSigue los pasos descritos en este procedimiento de Imagicle:\n\n👉 [Procedimiento de integración con Teams](https://kbp.imagicle.com/ucxcr/native-microsoft-teams-integration?utm_source=chatgpt.com)\n\nLas credenciales necesarias (Main App ID & Pair App ID) serán proporcionadas por el equipo de Leexi.\n\n### Paso 4:\n\nVe a [https://app.leexi.ai/fr/settings/integrations](https://app.leexi.ai/fr/settings/integrations?utm_source=chatgpt.com), busca la integración **Teams Phone**, luego haz clic en **Agregar** y finalmente en **Guardar**.\n\n![real step 4](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Capture_d_ecran_2025_09_05_a_12_02_36_def413c485.png)\n\n### Paso 5:\n\nUna vez activada la integración, haz clic en **Gestionar**.\n\nAgrega licencias a los usuarios correspondientes usando el botón “**+**”.\n\nEl número de licencias disponibles corresponde a lo acordado con Leexi. Si excedes este número, aparecerá un mensaje de error.\n\n⏳ Por favor, espera unas 4 horas para que la sincronización surta efecto en los servidores de Imagicle.\n\n![step 4](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Capture_d_ecran_2025_08_04_a_14_36_47_59114ddf68.png)\n\n## Beneficios de la integración\n\nAl integrar **Teams Phone con Leexi**:\n\n- Tus llamadas se graban automáticamente, sin intervención manual.\n- Cumples con una solución certificada por Microsoft.\n- Puedes gestionar fácilmente tus usuarios y licencias.\n- Accedes a analíticas avanzadas sin esfuerzo.\n- Ahorras tiempo valioso en la redacción de informes de llamadas.\n\n## Términos de uso\n\nEsta integración depende de una solución de terceros: **Imagicle**.\n\nAl activar la integración, aceptas sus [Términos y Condiciones Generales de Venta](https://www.imagicle.com/fr/legal-terms/terms-and-conditions-of-sale/?utm_source=chatgpt.com).\n\n📍 Los datos se procesan y alojan en Europa.\n\n📩 Cualquier consulta sobre el procesamiento o almacenamiento de tus llamadas debe dirigirse directamente a Imagicle.\n\n## Requisitos previos\n\n🔐 Derechos de administrador en tus cuentas de Leexi y Microsoft Teams\n\n📧 Las direcciones de correo utilizadas en Leexi y Teams deben coincidir exactamente\n\n## Prueba Leexi con Teams Phone\n\n¿Listo para llevar tus llamadas al siguiente nivel?\n\nContáctanos para activar la integración y desbloquear todo el potencial de Leexi con Teams Phone.\n\n[Prueba Leexi gratis](https://www.leexi.ai/demo#cta)","2025-11-24T08:47:12.177Z","2026-04-29T08:27:27.099Z","es",{"id":138,"documentId":111,"metaTitle":139,"metaDescription":140,"slug":141,"heroTitle":115,"heroUnderTitle":142,"heroUnderTitle2":143,"heroUnderTitle3":144,"heroCTA":145,"heroVideoUrl":120,"blog":146,"createdAt":147,"updatedAt":147,"publishedAt":148,"locale":149,"__type":108},5268,"Salesforce | Integrazione con Leexi","Automatizza la presa di appunti e la loro integrazione nel tuo CRM. Aumenta la tua efficienza!","/it/integrazioni/crm/salesforce/","Sfrutta al massimo il tuo CRM!","Presa di appunti automatica tramite AI","Invia insight direttamente su Salesforce","Prova Leexi gratis","## Panoramica: Integrazione Leexi + Salesforce\n\nL'integrazione consente di importare automaticamente le note delle chiamate direttamente nel CRM, all'interno di un contatto, organizzazione o opportunità. Prendere appunti durante le chiamate, fare un riassunto e poi inserirlo nel CRM? Tutto questo appartiene al passato! Il tuo assistente si occupa di tutto: trascrive le chiamate, le riassume e molto altro! Risparmi tempo prezioso automatizzando il noioso compito di aggiornare il CRM.\n\n## Come integrare Salesforce e Leexi?\n### Prerequisiti\n\nDiritti di amministratore sui tuoi account **Leexi** e **Salesforce**\n### Passaggio 1 :\n\n**Sul tuo account Salesforce**\n\nPrima di attivare l'integrazione con Leexi, ti consigliamo di [abilitare le Attività Condivise](https://help.salesforce.com/s/articleView?id=sf.activities_enable_shared_activities.htm&type=5) sul tuo account Salesforce. Se una riunione coinvolge più clienti, questo permette di creare una singola nota collegata a ciascun cliente.\n\n### Passaggio 2 :\n\n**Sul tuo account [Leexi](https://app.leexi.ai/)**\n\nVai su **Impostazioni** → **Integrazioni** (accessibile solo da un amministratore)\n\nClicca su **Aggiungi** per l'integrazione Salesforce\n\n![tuto salesforce 1](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Group_246_94d04ce593.png)\n\nAccetta\n\n## Panoramica dell'integrazione Leexi + Teams Phone\n\nQuesta integrazione permette a Leexi di **registrare automaticamente le chiamate effettuate tramite Microsoft Teams Phone**, grazie alla nostra partnership con **Imagicle**, soluzione certificata Microsoft.\n\nDa queste registrazioni, Leexi ti fornisce una **trascrizione completa**, un **riassunto chiaro**, un **elenco di azioni da seguire**, **analisi avanzate** e molte altre funzionalità!\n\nE la parte migliore? **Tutto è completamente automatizzato!**\n\nLe registrazioni vengono prima archiviate in modo sicuro sui server europei di Imagicle, poi trasferite automaticamente a Leexi, dove inizia l’analisi.\n\n## Come integrare Teams Phone con Leexi?\n\n### Passaggio 1:\n\nContatta il tuo referente Leexi per attivare l’integrazione e definire il numero di licenze necessarie.\n\n💡 Questa integrazione può comportare costi aggiuntivi, inclusi direttamente nel tuo abbonamento Leexi.\n\n### Passaggio 2:\n\nCompila il modulo Imagicle per avviare l’installazione:\n\n👉 [Modulo di installazione Imagicle](https://imagicle.formtitan.com/ftproject/ft82806ebe53dd46b0ae779929e2e163c3?requesttype=Production&utm_source=chatgpt.com)\n\nUna volta inviato il modulo, Imagicle crea il tuo spazio di lavoro entro 1 o 2 giorni lavorativi.\n\n### Passaggio 3:\n\nSegui i passaggi descritti in questa procedura Imagicle:\n\n👉 [Procedura di integrazione Teams](https://kbp.imagicle.com/ucxcr/native-microsoft-teams-integration?utm_source=chatgpt.com)\n\nLe credenziali necessarie (Main App ID & Pair App ID) saranno fornite dal team Leexi.\n\n### Passaggio 4:\n\nVai su [https://app.leexi.ai/fr/settings/integrations](https://app.leexi.ai/fr/settings/integrations?utm_source=chatgpt.com), cerca l’integrazione **Teams Phone**, poi clicca su **Aggiungi** e infine su **Salva**.\n\n![real step 4](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Capture_d_ecran_2025_09_05_a_12_02_36_def413c485.png)\n\n### Passaggio 5:\n\nUna volta attivata l’integrazione, clicca su **Gestisci**.\n\nAggiungi licenze agli utenti interessati usando il pulsante “**+**”.\n\nIl numero di licenze disponibili corrisponde a quanto concordato con Leexi. Se superi questo numero, apparirà un messaggio di errore.\n\n⏳ Attendi circa 4 ore affinché la sincronizzazione abbia effetto sui server Imagicle.\n\n![step 4](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Capture_d_ecran_2025_08_04_a_14_36_47_59114ddf68.png)\n\n## Vantaggi dell’integrazione\n\nIntegrando **Teams Phone con Leexi**:\n\n- Le chiamate vengono registrate automaticamente, senza intervento manuale.\n- Rimani conforme a una soluzione certificata Microsoft.\n- Gestisci facilmente utenti e licenze.\n- Accedi facilmente ad analisi avanzate.\n- Risparmi tempo prezioso nella stesura dei report delle chiamate.\n\n## Termini di utilizzo\n\nQuesta integrazione si basa su una soluzione di terze parti: **Imagicle**.\n\nAttivando l’integrazione, accetti i loro [Termini e condizioni generali di vendita](https://www.imagicle.com/fr/legal-terms/terms-and-conditions-of-sale/?utm_source=chatgpt.com).\n\n📍 I dati sono trattati e ospitati in Europa.\n\n📩 Per domande sul trattamento o la conservazione delle chiamate, contatta direttamente Imagicle.\n\n## Prerequisiti\n\n🔐 Diritti di amministratore sia su Leexi che su Microsoft Teams\n\n📧 Gli indirizzi email usati in Leexi e Teams devono coincidere esattamente\n\n## Prova Leexi con Teams Phone\n\nPronto a portare le tue chiamate al livello successivo?\n\nContattaci per attivare l’integrazione e scoprire tutto il potenziale di Leexi con Teams Phone.\n\n[Prova Leexi gratis](https://www.leexi.ai/demo#cta)","2025-11-25T08:17:37.343Z","2026-04-29T08:27:27.766Z","it",{"id":151,"documentId":111,"metaTitle":152,"metaDescription":153,"slug":154,"heroTitle":115,"heroUnderTitle":155,"heroUnderTitle2":156,"heroUnderTitle3":157,"heroCTA":158,"heroVideoUrl":120,"blog":159,"createdAt":160,"updatedAt":160,"publishedAt":161,"locale":37,"__type":108},5314,"Salesforce | Leexi Integration","Automatisieren Sie Ihre Notizen und deren Integration in Ihr CRM. Steigern Sie Ihre Effizienz!","/de/integrationen/crm/salesforce/","Steigern Sie die Nutzung Ihres CRM!","Automatische Notizen durch KI","Senden Sie Erkenntnisse direkt an Salesforce","Testen Sie Leexi kostenlos","## Überblick: Leexi + Salesforce Integration\n\nMit dieser Integration können Sie Gesprächsnotizen direkt in Ihr CRM importieren – in einen Kontakt, eine Organisation oder einen Deal. Notizen machen, zusammenfassen und dann ins CRM übertragen? Das ist jetzt Vergangenheit! Ihr Assistent übernimmt alles: Er transkribiert Ihre Gespräche, fasst sie zusammen und mehr! Sie sparen wertvolle Zeit, indem Sie die mühsame CRM-Pflege automatisieren.\n\n## Wie integriere ich Salesforce und Leexi?\n### Voraussetzungen\n\nAdminrechte für Ihre **Leexi**- und **Salesforce**-Benutzerkonten\n### Schritt 1:\n\n**In Ihrem Salesforce-Konto**\n\nVor der Aktivierung der Leexi-Integration empfehlen wir, [Shared Activities zu aktivieren](https://help.salesforce.com/s/articleView?id=sf.activities_enable_shared_activities.htm&type=5). Wenn ein Meeting mehrere Kunden betrifft, können wir so eine einzige Notiz mit allen verknüpfen.\n\n### Schritt 2:\n\n**In Ihrem [Leexi](https://app.leexi.ai/)-Konto**\n\nGehen Sie zu **Einstellungen** → **Integrationen** (nur für Admins sichtbar)\n\nKlicken Sie bei der Salesforce-Integration auf **Hinzufügen**\n\n![tuto salesforce 1](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Group_246_94d04ce593.png)\n\nAkzeptieren\n\n## Überblick: Leexi + Teams Phone Integration\n\nMit dieser Integration kann Leexi dank unserer Partnerschaft mit **Imagicle**, einer von Microsoft zertifizierten Lösung, **Ihre über Microsoft Teams Phone geführten Anrufe automatisch aufzeichnen**.\n\nAus diesen Aufnahmen erstellt Leexi ein **vollständiges Transkript**, eine **klare Zusammenfassung**, eine **Liste von Folgeaufgaben**, **erweiterte Analysen** und viele weitere spannende Funktionen!\n\nDas Beste daran? **Alles läuft vollautomatisch!**\n\nDie Aufzeichnungen werden zunächst sicher auf Imagicle-Servern in Europa gespeichert und dann automatisch an Leexi übertragen, wo die Analyse beginnt.\n\n## Wie integriere ich Teams Phone mit Leexi?\n\n### Schritt 1:\n\nKontaktieren Sie Ihren Leexi-Ansprechpartner, um die Integration zu aktivieren und die benötigte Lizenzanzahl festzulegen.\n\n💡 Diese Integration kann zusätzliche Kosten verursachen, die direkt in Ihr Leexi-Abo einfließen.\n\n### Schritt 2:\n\nFüllen Sie das Imagicle-Formular zur Installation aus:\n\n👉 [Imagicle Installationsformular](https://imagicle.formtitan.com/ftproject/ft82806ebe53dd46b0ae779929e2e163c3?requesttype=Production&utm_source=chatgpt.com)\n\nNach dem Absenden erstellt Imagicle Ihren Workspace innerhalb von 1–2 Werktagen.\n\n### Schritt 3:\n\nFolgen Sie den Schritten in dieser Imagicle-Anleitung:\n\n👉 [Teams Integrationsanleitung](https://kbp.imagicle.com/ucxcr/native-microsoft-teams-integration?utm_source=chatgpt.com)\n\nDie notwendigen Zugangsdaten (Main App ID & Pair App ID) erhalten Sie vom Leexi-Team.\n\n### Schritt 4:\n\nGehen Sie zu [https://app.leexi.ai/fr/settings/integrations](https://app.leexi.ai/fr/settings/integrations?utm_source=chatgpt.com), suchen Sie die **Teams Phone**-Integration, klicken Sie auf **Hinzufügen** und dann auf **Speichern**.\n\n![real step 4](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Capture_d_ecran_2025_09_05_a_12_02_36_def413c485.png)\n\n### Schritt 5:\n\nNach Aktivierung der Integration klicken Sie auf **Verwalten**.\n\nFügen Sie den relevanten Nutzern Lizenzen mit dem „**+**“-Button hinzu.\n\nDie nutzbare Lizenzanzahl entspricht der mit Leexi vereinbarten Menge. Bei Überschreitung erscheint eine Fehlermeldung.\n\n⏳ Bitte rechnen Sie mit ca. 4 Stunden, bis die Synchronisierung auf den Imagicle-Servern wirksam wird.\n\n![step 4](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Capture_d_ecran_2025_08_04_a_14_36_47_59114ddf68.png)\n\n## Vorteile der Integration\n\nMit der Integration von **Teams Phone und Leexi**:\n\n- Ihre Anrufe werden automatisch aufgezeichnet, ohne manuelles Zutun.\n- Sie bleiben konform mit einer Microsoft-zertifizierten Lösung.\n- Sie verwalten Nutzer und Lizenzen einfach.\n- Sie erhalten mühelos Zugang zu erweiterten Analysen.\n- Sie sparen Zeit bei der Erstellung von Gesprächsberichten.\n\n## Nutzungsbedingungen\n\nDiese Integration basiert auf einer Drittanbieterlösung: **Imagicle**.\n\nMit der Aktivierung stimmen Sie deren [Allgemeinen Geschäftsbedingungen](https://www.imagicle.com/fr/legal-terms/terms-and-conditions-of-sale/?utm_source=chatgpt.com) zu.\n\n📍 Die Daten werden in Europa verarbeitet und gehostet.\n\n📩 Fragen zur Verarbeitung oder Speicherung Ihrer Anrufe richten Sie bitte direkt an Imagicle.\n\n## Voraussetzungen\n\n🔐 Administratorrechte für Ihre Leexi- und Microsoft Teams-Konten\n\n📧 Die in Leexi und Teams verwendeten E-Mail-Adressen müssen exakt übereinstimmen\n\n## Testen Sie Leexi mit Teams Phone\n\nBereit, Ihre Anrufe auf das nächste Level zu bringen?\n\nKontaktieren Sie uns, um die Integration zu aktivieren und das volle Potenzial von Leexi mit Teams Phone zu nutzen.\n\n[Testen Sie Leexi kostenlos](https://www.leexi.ai/demo#cta)","2025-11-25T11:14:40.114Z","2026-04-29T08:27:28.524Z",{"id":24,"documentId":25,"metaTitle":26,"metaDescription":27,"slug":28,"heroTitle":29,"heroUnderTitle":30,"heroUnderTitle2":31,"heroUnderTitle3":32,"heroCTA":33,"heroVideoUrl":32,"blog":34,"createdAt":35,"updatedAt":35,"publishedAt":36,"locale":37,"__type":108},{"id":164,"documentId":25,"metaTitle":165,"metaDescription":166,"slug":47,"heroTitle":167,"heroUnderTitle":168,"heroUnderTitle2":169,"heroUnderTitle3":32,"heroCTA":170,"heroVideoUrl":32,"blog":171,"createdAt":172,"updatedAt":173,"publishedAt":174,"locale":46,"__type":108},7356,"Ontdek Salesforce, leider in klantens","Salesforce biedt Sales Cloud voor klantenservice en Marketing Cloud voor marketing.","Salesforce: De beste CRM-software","Verbind op een nieuwe manier met klanten","Ontdek de toonaangevende klantensuccessoftware","Vraag een offerte aan","Salesforce, Inc. is een Amerikaans cloudsoftwarebedrijf dat CRM-diensten levert. Salesforce is een populair CRM-instrument voor support-, verkoop- en marketingteams wereldwijd. Salesforce-diensten stellen bedrijven in staat cloudtechnologie te gebruiken om beter te verbinden met partners, klanten en prospects.\n\n## De geschiedenis van Salesforce\n\nSalesforce werd in 1999 opgericht door __Marc Benioff__, toen salesdirecteur bij Oracle, een van 's werelds grootste softwarebedrijven.\n\nHet bedrijf is gebouwd op een uniek en gedurfd principe: software moet voor iedereen beschikbaar zijn, 24/7, via een wereldwijde cloudinfrastructuur. Bedrijven zouden niet langer dure IT-bedrijven zoals SAP of Oracle (ORCL) nodig hebben om zelfstandige IT-platforms binnen hun eigen muren te installeren.\n\nDe toekomst, zoals visionair Benioff die zag, zou een wereld zijn waar bedrijven software buiten hun eigen gebouwen konden kopen, goedkoper en met gelijke of betere efficiëntie, met alles opgeslagen in een externe cloud.\n\n[Vraag een offerte aan](https://www.leexi.ai/demo#cta)\n\n\"Het is verbazingwekkend dat ongeacht de grootte van de klant of waar ter wereld we verkochten, één idee al onze successen dreef: we verkochten nooit functies,\" zei Benioff in zijn boek, \"Behind the Cloud: The Untold Story of How Salesforce Went from Idea to Billion-Dollar Company and Revolutionized an Industry.\" \"We verkochten het model en klantensucces.\"\n\nDit unieke idee werd bespot door software-elitisten die de dreiging van Salesforce voor grote softwareleveranciers niet zagen.\n\nToch werden Salesforce en Benioff IT-revolutionairen, en bewezen critici ongelijk door één product te creëren—een CRM-tool—rond één idee: producten bouwen die bedrijven in de cloud kunnen gebruiken.\n\n## Wat is een CRM?\n\n__Customer Relationship Management (CRM) is een strategie die bedrijven gebruiken om relaties met klanten en hun behoeften te beheren__. CRM helpt organisaties processen te stroomlijnen, klantrelaties op te bouwen, verkoop te verhogen, klantenservice te verbeteren en winst te vergroten.\n\n![Salesforce Tower](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Sans_titre_c62fcdaaf2.png)\n\n## Alles wat je moet weten over Salesforce\n\nDeze CRM is wereldwijd marktleider en brengt teams samen rond klanten om bruikbare inzichten uit prospectgegevens te halen.\n\n### Wat zijn de voordelen van Salesforce?\n\n__De CRM's van vandaag zijn veel meer dan simpele spreadsheets als databases__. Ze zijn intelligente, proactieve software aangedreven door AI. Leuk weetje: hun AI heet Einstein, want het is traditie om je kunstmatige intelligentie een naam te geven. Het is de ruggengraat van de meest klantgerichte organisaties ter wereld en helpt bedrijven de klant centraal te stellen.\n\n__Ze noemen zichzelf de meest complete oplossing op de markt.__\n\nMet de beste marketing-, verkoop-, commerce- en service-apps, allemaal gebouwd op ons vertrouwde platform, gaat Customer 360 verder dan CRM om elk klantcontactpunt te ondersteunen.\n\nNu dient Slack in Customer 360 als platform voor medewerkers om verbinding te maken met collega's, klanten en peers, overal. Iedereen kan dagelijkse Salesforce-taken vanuit Slack beheren, wat productiviteit, bereik en omzet verhoogt.\n\n### Het is schaalbaar en veilig\n\nCustomer 360 wordt aangedreven door de Salesforce-cloud, vertrouwd door meer dan 150.000 bedrijven voor kritieke applicaties. Dankzij Hyperforce, de volgende hardware-setup, is het nog krachtiger. Hyperforce beveiligt Salesforce-applicaties in de cloud, maakt uitbreiding en innovatie mogelijk om aan klantbehoeften te voldoen en levert informatie en innovaties. Het beste is dat al deze technologieën CO2-neutraal zijn.\n\n### Het is flexibel en aanpasbaar\n\nVoor bedrijven van elke omvang en sector kan Customer 360 aan hun steeds veranderende behoeften voldoen. Salesforce en Slack, met een ecosysteem van meer dan 8.700 partnerapps en -diensten, kunnen onze technologie gebruiken om zakelijke behoeften aan te pakken. Met meer dan 9 miljoen installaties kun je de app met vertrouwen gebruiken.\n\n### Ze houden van hun klanten\n\nMet meer dan 11 miljoen Trailblazers maak je deel uit van een geweldige gemeenschap waar je kunt leren, groeien en het klantensucces van je organisatie kunt stimuleren. Ze bieden deskundige diensten, on-demand training en alles daartussenin om ervoor te zorgen dat klanten het maximale uit Salesforce halen.\n","2026-06-03T14:40:36.431Z","2026-06-03T17:38:26.258Z","2026-06-03T17:41:46.014Z",{"id":176,"documentId":111,"metaTitle":177,"metaDescription":178,"slug":179,"heroTitle":115,"heroUnderTitle":180,"heroUnderTitle2":181,"heroUnderTitle3":182,"heroCTA":183,"heroVideoUrl":120,"blog":184,"createdAt":185,"updatedAt":185,"publishedAt":186,"locale":187,"__type":108},5351,"Salesforce | Integração com Leexi","Automatize suas anotações e integre-as ao seu CRM. Aumente sua eficiência!","/pt/integracoes/crm/salesforce/","Impulsione o uso do seu CRM!","Anotações automáticas por IA","Envie insights diretamente para o Salesforce","Experimente Leexi gratuitamente","## Visão geral: Integração Leexi + Salesforce\n\nA integração permite importar notas de chamadas diretamente para o CRM, seja em um contato, organização ou oportunidade. Fazer anotações, resumir e depois reportar no CRM? Isso ficou no passado! Seu assistente cuida de tudo: transcreve suas ligações, resume e muito mais! Você economiza tempo automatizando a tarefa de preencher seu CRM.\n\n## Como integrar Salesforce e Leexi?\n### Pré-requisitos\n\nPermissões de administrador nas suas contas de usuário **Leexi** e **Salesforce**\n### Passo 1:\n\n**Na sua conta Salesforce**\n\nAntes de ativar a integração com Leexi, recomendamos [habilitar Atividades Compartilhadas](https://help.salesforce.com/s/articleView?id=sf.activities_enable_shared_activities.htm&type=5) na sua conta Salesforce. Quando uma reunião envolve vários clientes, isso permite criar uma única nota vinculada a cada cliente.\n\n### Passo 2:\n\n**Na sua conta [Leexi](https://app.leexi.ai/)**\n\nVá em **Configurações** → **Integrações** (apenas para administradores)\n\nClique em **Adicionar** para a integração com Salesforce\n\n![tuto salesforce 1](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Group_246_94d04ce593.png)\n\nAceite## Visão geral da Integração Leexi + Teams Phone\n\nEsta integração permite que o Leexi **grave automaticamente suas ligações feitas pelo Microsoft Teams Phone**, graças à parceria com a **Imagicle**, solução certificada pela Microsoft.\n\nA partir dessas gravações, o Leexi fornece **transcrição completa**, **resumo claro**, **lista de tarefas de acompanhamento**, **análises avançadas** e muitos outros recursos!\n\nE o melhor? **Tudo é totalmente automatizado!**\n\nAs gravações são capturadas e armazenadas com segurança nos servidores europeus da Imagicle, depois transferidas automaticamente para o Leexi, onde começa a análise.\n\n## Como integrar Teams Phone ao Leexi?\n\n### Passo 1:\n\nEntre em contato com seu representante Leexi para ativar a integração e definir o número de licenças necessárias.\n\n💡 Esta integração pode gerar custos adicionais, já incluídos na sua assinatura Leexi.\n\n### Passo 2:\n\nPreencha o formulário da Imagicle para iniciar a instalação:\n\n👉 [Formulário de Instalação Imagicle](https://imagicle.formtitan.com/ftproject/ft82806ebe53dd46b0ae779929e2e163c3?requesttype=Production&utm_source=chatgpt.com)\n\nApós o envio do formulário, a Imagicle cria seu workspace em 1 a 2 dias úteis.\n\n### Passo 3:\n\nSiga os passos descritos neste procedimento da Imagicle:\n\n👉 [Procedimento de Integração Teams](https://kbp.imagicle.com/ucxcr/native-microsoft-teams-integration?utm_source=chatgpt.com)\n\nAs credenciais necessárias (Main App ID & Pair App ID) serão fornecidas pela equipe Leexi.\n\n### Passo 4:\n\nAcesse [https://app.leexi.ai/fr/settings/integrations](https://app.leexi.ai/fr/settings/integrations?utm_source=chatgpt.com), procure a integração **Teams Phone**, clique em **Adicionar** e depois em **Salvar**.\n\n![real step 4](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Capture_d_ecran_2025_09_05_a_12_02_36_def413c485.png)\n\n### Passo 5:\n\nApós ativar a integração, clique em **Gerenciar**.\n\nAdicione licenças aos usuários relevantes usando o botão “**+**”.\n\nO número de licenças disponíveis corresponde ao acordado com a Leexi. Se exceder, aparecerá uma mensagem de erro.\n\n⏳ Aguarde cerca de 4 horas para a sincronização nos servidores da Imagicle.\n\n![step 4](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Capture_d_ecran_2025_08_04_a_14_36_47_59114ddf68.png)\n\n## Benefícios da Integração\n\nAo integrar o **Teams Phone ao Leexi**:\n\n- Suas chamadas são gravadas automaticamente, sem intervenção manual.\n- Você mantém conformidade com uma solução certificada pela Microsoft.\n- Gerencie facilmente usuários e licenças.\n- Tenha acesso a análises avançadas sem esforço.\n- Economize tempo com relatórios de chamadas.\n\n## Termos de Uso\n\nEsta integração depende de uma solução de terceiros: **Imagicle**.\n\nAo ativar a integração, você concorda com os [Termos e Condições Gerais de Venda](https://www.imagicle.com/fr/legal-terms/terms-and-conditions-of-sale/?utm_source=chatgpt.com).\n\n📍 Os dados são processados e hospedados na Europa.\n\n📩 Dúvidas sobre o processamento ou armazenamento das chamadas devem ser direcionadas diretamente à Imagicle.\n\n## Pré-requisitos\n\n🔐 Permissões de administrador nas contas Leexi e Microsoft Teams\n\n📧 Os e-mails usados no Leexi e Teams devem ser idênticos\n\n## Experimente Leexi com Teams Phone\n\nPronto para elevar suas chamadas ao próximo nível?\n\nFale conosco para ativar a integração e liberar todo o potencial do Leexi com Teams Phone.\n\n[Experimente Leexi gratuitamente](https://www.leexi.ai/demo#cta)","2025-11-25T20:38:22.092Z","2026-04-29T08:27:29.233Z","pt",{"id":189,"documentId":111,"metaTitle":190,"metaDescription":191,"slug":192,"heroTitle":115,"heroUnderTitle":193,"heroUnderTitle2":194,"heroUnderTitle3":195,"heroCTA":196,"heroVideoUrl":120,"blog":197,"createdAt":198,"updatedAt":199,"publishedAt":200,"locale":46,"__type":108},7413,"Salesforce | Leexi integratie","Automatiseer notities en integratie in je CRM. Verhoog je efficiëntie!","/nl/integraties/crm/salesforce/","Versterk het gebruik van je CRM!","Automatische notities door AI","Stuur inzichten direct naar Salesforce","Probeer Leexi gratis","## Overzicht: Leexi + Salesforce Integratie\n\nDe integratie stelt je in staat om gespreksnotities direct in het CRM te importeren, naar een contact, organisatie of deal. Notities maken, samenvatten en rapporteren in je CRM? Dat is verleden tijd! Je assistent regelt alles: het transcribeert je gesprekken, maakt samenvattingen en meer! Je bespaart waardevolle tijd door het vervelende werk van CRM-invoer te automatiseren.\n\n## Hoe Salesforce en Leexi integreren?\n### Vereisten\n\nBeheerrechten voor je **Leexi** en **Salesforce** accounts\n### Stap 1 :\n\n**In je Salesforce account**\n\nVoor het activeren van de Leexi integratie raden we aan [Gedeelde Activiteiten in te schakelen](https://help.salesforce.com/s/articleView?id=sf.activities_enable_shared_activities.htm&type=5) op je Salesforce account. Bij meetings met meerdere klanten kan zo één notitie aan alle klanten gekoppeld worden.\n\n### Stap 2 :\n\n**In je [Leexi](https://app.leexi.ai/) account**\n\nGa naar **Instellingen** → **Integraties** (alleen toegankelijk voor admin)\n\nKlik op **Toevoegen** voor de Salesforce integratie\n\n![tuto salesforce 1](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Group_246_94d04ce593.png)\n\nAccepteer\n\n## Overzicht van de Leexi + Teams Phone Integratie\n\nDeze integratie laat Leexi toe om **automatisch je telefoongesprekken via Microsoft Teams Phone op te nemen**, dankzij onze samenwerking met **Imagicle**, een Microsoft-gecertificeerde oplossing.\n\nVan deze opnames levert Leexi een **volledige transcriptie**, een **duidelijke samenvatting**, een **lijst met vervolgacties**, **geavanceerde analyses** en vele andere functies!\n\nHet beste? **Alles is volledig geautomatiseerd!**\n\nDe opnames worden eerst veilig opgeslagen op de Europese servers van Imagicle en daarna automatisch doorgestuurd naar Leexi voor analyse.\n\n## Hoe Teams Phone met Leexi integreren?\n\n### Stap 1:\n\nNeem contact op met je Leexi contactpersoon om de integratie te activeren en het aantal benodigde licenties te bepalen.\n\n💡 Deze integratie kan extra kosten met zich meebrengen, inbegrepen in je Leexi abonnement.\n\n### Stap 2:\n\nVul het Imagicle formulier in om de installatie te starten:\n\n👉 [Imagicle Installatieformulier](https://imagicle.formtitan.com/ftproject/ft82806ebe53dd46b0ae779929e2e163c3?requesttype=Production&utm_source=chatgpt.com)\n\nNa inzending maakt Imagicle binnen 1 à 2 werkdagen je werkruimte aan.\n\n### Stap 3:\n\nVolg de stappen in deze Imagicle procedure:\n\n👉 [Teams Integratie Procedure](https://kbp.imagicle.com/ucxcr/native-microsoft-teams-integration?utm_source=chatgpt.com)\n\nDe benodigde gegevens (Main App ID & Pair App ID) worden door het Leexi team verstrekt.\n\n### Stap 4:\n\nGa naar [https://app.leexi.ai/fr/settings/integrations](https://app.leexi.ai/fr/settings/integrations?utm_source=chatgpt.com), zoek de **Teams Phone** integratie, klik op **Toevoegen** en daarna op **Opslaan**.\n\n![real step 4](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Capture_d_ecran_2025_09_05_a_12_02_36_def413c485.png)\n\n### Stap 5:\n\nNa activatie klik je op **Beheren**.\n\nVoeg licenties toe aan gebruikers via de “**+**” knop.\n\nHet aantal licenties komt overeen met de afspraak met Leexi. Bij overschrijding verschijnt een foutmelding.\n\n⏳ Houd rekening met ongeveer 4 uur voor synchronisatie op Imagicle’s servers.\n\n![step 4](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Capture_d_ecran_2025_08_04_a_14_36_47_59114ddf68.png)\n\n## Voordelen van de Integratie\n\nMet de integratie van **Teams Phone met Leexi**:\n\n- Worden je gesprekken automatisch opgenomen zonder handmatige actie.\n- Blijf je compliant met een Microsoft-gecertificeerde oplossing.\n- Beheer je eenvoudig gebruikers en licenties.\n- Krijg je moeiteloos toegang tot geavanceerde analyses.\n- Bespaar je kostbare tijd op het schrijven van gespreksverslagen.\n\n## Gebruiksvoorwaarden\n\nDeze integratie maakt gebruik van een externe oplossing: **Imagicle**.\n\nDoor de integratie te activeren ga je akkoord met hun [Algemene Verkoopvoorwaarden](https://www.imagicle.com/fr/legal-terms/terms-and-conditions-of-sale/?utm_source=chatgpt.com).\n\n📍 Gegevens worden verwerkt en gehost in Europa.\n\n📩 Vragen over verwerking of opslag van gesprekken moeten rechtstreeks aan Imagicle worden gesteld.\n\n## Vereisten\n\n🔐 Beheerrechten op zowel je Leexi als Microsoft Teams accounts\n\n📧 De gebruikte e-mailadressen in Leexi en Teams moeten exact overeenkomen\n\n## Probeer Leexi met Teams Phone\n\nKlaar om je gesprekken naar een hoger niveau te tillen?\n\nNeem contact op om de integratie te activeren en het volledige potentieel van Leexi met Teams Phone te benutten.\n\n[Probeer Leexi gratis](https://www.leexi.ai/demo#cta)","2025-11-13T15:38:16.836Z","2026-06-03T17:44:15.483Z","2026-06-03T17:44:15.568Z",{"id":202,"documentId":25,"metaTitle":203,"metaDescription":204,"slug":41,"heroTitle":205,"heroUnderTitle":206,"heroUnderTitle2":207,"heroUnderTitle3":32,"heroCTA":208,"heroVideoUrl":32,"blog":209,"createdAt":210,"updatedAt":211,"publishedAt":212,"locale":40,"__type":108},3059,"Découvrez Salesforce, leader de la réussite client","Salesforce propose une application de service clients appelée Sales Cloud et de marketing appelée Marketing Cloud.","Salesforce : le meilleur logiciel CRM","Se connecter à vos clients d'une autre manière","Déchiffrer le logiciel leader de la réussite client","Obtenir une offre","Salesforce, Inc. est une société américaine de logiciels basée sur le cloud qui fournit des services crm. Salesforce est un outil CRM populaire pour les équipes de support, de vente et de marketing du monde entier. Les services Salesforce permettent aux entreprises d'utiliser la technologie cloud pour mieux se connecter avec des partenaires, des clients et des clients potentiels.\n\n## L’histoire de salesforce\n\nSalesforce a été fondée en 1999 par __Marc Benioff__, directeur des ventes chez Oracle, l'une des plus grandes sociétés de logiciels au monde.\n\nLa société est fondée sur une prémisse unique et audacieuse : que les logiciels doivent être mis à la disposition du grand public, 24h/24 et 7j/7, sur une infrastructure mondiale de cloud computing. Les entreprises n'auraient plus à faire appel à des sociétés informatiques coûteuses comme SAP ou Oracle  ( ORCL )  pour installer des plates-formes informatiques autonomes à l'intérieur des murs de l'entreprise, et à grands frais.\n\nL'avenir, tel que le voyait un Benioff prémonitoire, serait un monde où les entreprises pourraient acheter des logiciels en dehors de leurs propres bâtiments, à moindre coût et avec une efficacité égale ou supérieure, avoir tout stocké sur un cloud externe ?\n\n[Obtenir une offre](https://www.leexi.ai/demo#cta)\n\n“C'est incroyable de considérer que peu importe la taille du client que nous présentions ou l'endroit du monde où nous vendions, une idée singulière a conduit toutes nos réalisations : nous n'avons jamais vendu de fonctionnalités\", a déclaré Benioff, dans son livre, \"Behind the Cloud : L'histoire inédite de la façon dont Salesforce est passé d'une idée à une entreprise d'un milliard de dollars et a révolutionné une industrie. » \"Nous avons vendu le modèle et nous avons vendu le succès du client.\"\n\nCette idée unique a été moquée par les élitistes de l'industrie du logiciel qui n'ont jamais vu la menace que Salesforce représentait contre les grands fournisseurs de logiciels.\n\nPourtant, Salesforce et Benioff allaient devenir des révolutionnaires de l'industrie informatique et prouver aux critiques qu'ils avaient tort en créant un seul produit - un outil logiciel de gestion de la relation client - autour d'une seule idée - des produits de construction que les entreprises pourraient utiliser sur le cloud.\n\n## Qu’est ce qu’un CRM? \n\n__La gestion de la relation client (CRM) est une stratégie que les entreprises utilisent pour gérer leurs relations avec les clients et leurs besoins__. La CRM aide les organisations à rationaliser les processus, à établir des relations avec les clients, à augmenter les ventes, à améliorer le service à la clientèle et à accroître les profits.\n\n![Tour Salesforce](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Sans_titre_c62fcdaaf2.png)\n\n## Tout ce qu’il faut savoir sur Salesforce\n\nCe CRM est le premier mondial, il fédère des équipes autour de clients dans le but d'obtenir des informations exploitables à partir des donnés de leurs prospects.\n\n### Quels sont les avantages de Salesforce? \n\n__Aujourd’hui les CRM n’ont plus rien d’un simple tableur qui ne servirait que d’une base de données__. Ils ont développé tout un logiciel intelligent, proactif qui fonctionne grâce à une IA. Pour l’anecdote ils se sont amusés à l'appeler Einstein car comme vous le savez c’est une tradition que de donner un nom à son Intelligence artificielle. C'est l'épine dorsale des organisations les plus centrées sur le client au monde et aide les entreprises à placer le client au centre de tout ce qu'elles font.\n\n__Ils se décrivent comme étant les plus complets du marché.__\n\nAvec les meilleures applications de marketing, de vente, de commerce et de service, toutes construites sur notre plate-forme de confiance, Customer 360 va au-delà du CRM pour prendre en charge chaque point de contact client. \n\nMaintenant dans Customer 360, Slack sert de plate-forme permettant aux employés de se connecter avec des collègues, des clients et des pairs n'importe où. Tout le monde peut gérer les tâches Salesforce quotidiennes depuis Slack, augmentant ainsi la productivité, la portée et les revenus.\n\n### Il est évolutif et sécurisé\n\nClient 360 est propulsé par le cloud Salesforce, auquel plus de 150 000 entreprises font confiance pour exécuter des applications critiques. Grâce à Hyperforce, la prochaine configuration matérielle, c'est encore plus puissant. Hyperforce assure la sécurité des applications Salesforce dans le cloud, permet l'expansion et l'innovation pour répondre aux besoins des clients, des informations et innovations. La meilleure partie est que toutes ces technologies sont neutres en carbone.\n\n### Il est flexible et s’adapte\n\nPour les entreprises de toutes tailles et de tous secteurs, le service client 360 peut répondre à leurs besoins en constante évolution. Salesforce et Slack, avec un écosystème de plus de 8 700 applications et services partenaires, peuvent utiliser notre technologie pour répondre aux besoins de l'entreprise. Avec plus de 9 millions d'installations, vous pouvez utiliser l'application en toute confiance.\n\n### Ils aiment leurs clients\n\nAvec plus de 11 millions de Trailblazers, vous faites partie d'une communauté incroyable où vous pouvez apprendre, grandir et alimenter le succès des clients de votre organisation. Ils fournissent des services d'experts, des formations à la demande et tout ce qui se trouve entre les deux pour garantir que nos clients maximisent la valeur de Salesforce.\n","2025-11-05T15:32:32.328Z","2026-02-11T10:55:01.648Z","2026-02-11T10:55:01.748Z",{"id":214,"documentId":111,"metaTitle":215,"metaDescription":216,"slug":217,"heroTitle":115,"heroUnderTitle":218,"heroUnderTitle2":219,"heroUnderTitle3":220,"heroCTA":221,"heroVideoUrl":120,"blog":222,"createdAt":223,"updatedAt":223,"publishedAt":224,"locale":40,"__type":108},5135,"Salesforce | Intégration Leexi","Automatisez la prise de notes et leur intégration dans votre CRM. Augmentez votre efficacité !","/fr/integrations/crm/salesforce/","Boostez l’utilisation de votre CRM ! ","Prise de notes automatique par l’IA ","Envoi des comptes-rendus directement dans Salesforce","Essayez Leexi gratuitement","## Aperçu : Intégration Leexi + Salesforce\n\nL’intégration permet d’importer les notes des appels directement dans le CRM, dans une fiche contact, organisation ou deal. Prendre les notes d’un appel, en faire un compte-rendu, puis le reporter dans votre CRM ? Tout ça c’est de l’histoire ancienne ! Votre assistant s’occupe de tout : il retranscrit vos appels, les résume, et plus encore ! Vous gagnez un temps précieux en automatisant le travail fastidieux de complétion de votre CRM.\n\n## Comment intégrer Salesforce et Leexi ?\n### Prérequis : \nDroits administrateurs sur vos comptes **Leexi** et **Salesforce**.\n### Etape 1 :\n\n**Sur votre compte Salesforce**\n\nAvant d'activer l'intégration Leexi, nous vous recommandons [d'activer les Activités Partagées](https://help.salesforce.com/s/articleView?id=sf.activities_enable_shared_activities.htm&type=5) sur votre compte Salesforce. Lorsqu'une réunion implique plusieurs clients, cela nous permet de créer une seule note liée à chaque client.\n\n### Etape 2 :\n\n**Sur votre compte [Leexi](https://app.leexi.ai/)**\n\nAllez dans **Paramètres** → **Intégrations** (accessible seulement par un admin)\n\nCliquez sur **Ajouter** pour l'intégration Salesforce\n\n![tuto salesforce 1](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Group_246_4760af0357.png)\n\nAcceptez les autorisations demandées\n\n![tuto salesforce 2](https://reliable-canvas-66698e1f5b.media.strapiapp.com/Group_247_8d15c5bb01.png)\n\n## Les bénéfices de l’intégration\n\nEn intégrant Salesforce à Leexi, vous : \n\n- Gagnez du temps en laissant Leexi compléter votre CRM automatiquement.\n- Décuplez votre efficacité, en regroupant vos informations en un même endroit.\n- Libérez du temps pour offrir une meilleure expérience client.\n- Réduisez les délais des cycles de ventes.\n\n[Essayez Leexi gratuitement](https://www.leexi.ai/demo#cta)\n","2025-11-05T15:29:02.967Z","2026-04-29T08:27:25.162Z",[],"child-pages",{"left":4,"top":4,"width":228,"height":10,"rotate":4,"vFlip":6,"hFlip":6,"body":229},330,"\u003Cg fill=\"none\">\u003Cpath d=\"M325.378 65.7492V50.0301H329.083V65.7492H325.378ZM327.241 47.7992C326.654 47.7992 326.149 47.6047 325.726 47.2158C325.303 46.8201 325.092 46.346 325.092 45.7933C325.092 45.2339 325.303 44.7597 325.726 44.3708C326.149 43.9751 326.654 43.7773 327.241 43.7773C327.835 43.7773 328.339 43.9751 328.756 44.3708C329.179 44.7597 329.39 45.2339 329.39 45.7933C329.39 46.346 329.179 46.8201 328.756 47.2158C328.339 47.6047 327.835 47.7992 327.241 47.7992Z\" fill=\"white\"/>\n\u003Cpath d=\"M313.354 66.0664C312.357 66.0664 311.46 65.889 310.662 65.5342C309.871 65.1726 309.243 64.6405 308.779 63.9378C308.322 63.235 308.093 62.3686 308.093 61.3384C308.093 60.4515 308.257 59.718 308.585 59.1381C308.912 58.5582 309.359 58.0943 309.925 57.7463C310.491 57.3984 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