Integrations
Salesforce
CRM platform that holds the full customer record, providing critical context for complaint investigations.
CRM
About
Salesforce is a CRM platform for financial services firms, holding the definitive customer record. That context is invaluable when investigating a complaint. CourtCorrect is built to use it.
How this integration works
Case Creation Powered by Customer Context: When a complaint is logged in Salesforce, CourtCorrect doesn't just receive the case details, it pulls the full customer profile alongside it. The AI begins its investigation already armed with key customer details.
Vulnerability-Aware Investigation: Vulnerability flags held in Salesforce are passed directly to CourtCorrect, ensuring the AI factors customer vulnerability into how the case is investigated, how correspondence is drafted, and how urgently the case is escalated
Outcomes Written Back to Salesforce: Resolution data flows back into Salesforce automatically, keeping the customer record complete and ensuring your wider team has full visibility without leaving the platform they work in daily.
No Disruption to Your Frontline Teams: Your agents keep logging complaints in Salesforce exactly as they do today. CourtCorrect works in the background, handling investigation and correspondence.