x-bees: The Customer Communication Platform Perfect for Salesforce
Convert More Leads to Sales with AI‑Powered Communications
x-bees: Your sales cycle boost
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Use Cases for Companies of all Sizes
x-bees is a unified communication platform that serves your entire organization, from sales and customer success to management and internal operations.
Here's how different teams benefit:
Pre-sales and Lead Management
How x-bees accelerates your sales pipeline
- Complex sales cycles: Keep all stakeholders informed and avoid email bottlenecks with real-time group chats that enable chat, voice, video, file sharing and screen sharing all in one place
- Lead qualification: Auto-log prospects into Salesforce and update Opportunity details during calls
- Meeting scheduling: Let prospects book directly from your calendar, send SMS reminders and integrate with Office 365/Google
Account Managers and Customer Support
How x-bees strengthens customer relationships
- Client success management: Maintain continuity across customer touchpoints with complete conversation history and context
- Support ticket resolution: Handle inquiries through chat, voice or video while automatically logging interactions to Salesforce
- Monitoring: Track communication frequency, response times and sentiment to identify at-risk accounts before issues escalate
- Renewal conversations: Access full relationship history and past commitments to inform upsell and renewal discussions
Managers and Supervisors
How x-bees optimizes team oversight
- Team oversight: Review call transcriptions and summaries instead of listening to 30-minute calls
- Lead tracking: Check the status of each prospect, see any dates discussed and identify objections
- Performance insights: Monitor talk ratios, call answer rates, sentiment analysis, customer satisfaction scores and frequently asked questions with Sales Intelligence
Internal Teams
How x-bees streamlines internal operations
- Team collaboration: Save time with chat, voice, video, file sharing and screen sharing all in one unified platform
- New employee onboarding: Use a chat agent to route IT questions and assist with training
- Marketing insights: Pull conversation data, generate lead scoring reports and schedule team alignments
- HR coordination: Check calendars across time zones, send invites with profiles and collect feedback
AI Intelligence for Communications
Gain valuable insights from all customer interactions using x-bees’ AI‑powered customer communication management platform, which tracks topics discussed and next actions, boosting efficiency and sales.
Move your sales conversations along with AI-powered features:
- Suggestions
- Transcriptions
- Summaries
- Sentiment analysis
- Customer Satisfaction Score (CSAT)
You can also empower your teams and answer customer inquiries faster with employee and customer-facing independent AI agents, like Wilma AI.
Wilma AI can:
- Qualify and triage inbound leads
- Schedule meetings efficiently, integrating with calendars and CRMs
- Follow up on missed calls and messages
- Route queries to the right person
- Sync with Salesforce
- Offer real-time info and prompts
- Provide employee and onboarding support
What Sets x-bees Apart
Salesforce in-App
We’ve embedded Salesforce inside x-bees, not the other way around. That way, you can manage opportunities, cases and tasks directly within x-bees while calls, meetings and chats are automatically logged with AI-powered insights.
So, no more hassle switching between platforms or manual data entry.
So, no more hassle switching between platforms or manual data entry.
Sales Intelligence
Gain a competitive edge with real-time sales intelligence that surfaces critical insights exactly when you need them. From topics discussed and next actions to talk ratios and call answer rates, x-bees delivers actionable intelligence that helps your company engage smarter, close faster and build stronger relationships.
True Omnichannel
Your customers expect to reach you on their preferred channel, whether that’s phone, chat, SMS or WhatsApp. x-bees delivers a unified omnichannel experience that meets customers where they are, ensuring seamless conversations across every touchpoint without missing a beat.
Analytics and LiveView
Make decisions with confidence using comprehensive analytics and real-time LiveView. Monitor active interactions as they happen, dive into historical data to spot trends and access complete visibility into all customer touchpoints all within a single, intuitive dashboard.
x-bees in Action:
More Ways to Connect
Meet customers where they are
Customers can reach you through their preferred platforms, such as WhatsApp, SMS and our Kite widget (which can be added to your website), eliminating the need to switch apps.
Book on their schedule
Meeting scheduling tools enable customers to choose appointment times 24/7, removing the need for back‑and‑forth emails.
Better accessibility
Multiple touchpoints ensure customers can always find a way to connect, regardless of their location or device.
Stickier Customer Communications Prospects Won't Ignore
Eliminate admin tasks with native Salesforce integration that seamlessly delivers and syncs data in x-bees and empowers your company to close more deals with AI-driven intelligence.
Who's it for?
x-bees is built for service companies where revenue depends on customer conversations. This could be any company whose income flows through daily communication with customers and prospects, whether that’s voice calls, chat, video meetings or screen sharing.
This includes:
Training companies
Consulting firms
Legal practices
Healthcare providers
Financial services
Software companies
And beyond.
So, whether you call it sales, service or client management, it’s all revenue. And x-bees is the platform that protects and grows it.
If your business depends on maintaining strong relationships through consistent, quality communication across multiple channels, x-bees ensures nothing falls through the cracks.
If your business depends on maintaining strong relationships through consistent, quality communication across multiple channels, x-bees ensures nothing falls through the cracks.
Sales Acceleration With x-bees
Step 1: Attract
It all starts by bringing leads into x‑bees. Simply add a prospect’s email address or let potential customers contact your sales team via a widget on your website, WhatsApp, SMS or our meeting scheduling tool.
Step 2: Reach
No more disappearing leads. Unlike traditional sales communication software, x‑bees helps make sure your follow-up messages are seen while prospects have a critical initial interest, thanks to mobile push notifications and emails.
Step 3: Nurture
x‑bees automatically logs meeting information to Salesforce. That lets your salespeople focus on what’s important: talking to customers and understanding their needs.
Step 4: Engage
Both sales agents and prospects can schedule virtual meetings using the x‑bees meeting scheduler. All they need to do is view your sales team’s digital calendars and select an available slot.
Step 5: Close
Ready to present a demo and close the deal? Thanks to advanced sales communication software with built-in business intelligence, your sales team will have all the support they need to earn new customers.
Step 6: Delight
You know customer communications don’t end once the deal is closed. Unlike basic customer communication software, x-bees’ embedded analytics provide you with all the customer information you need to upsell products and build a loyal customer base that keeps coming back.
What our Customers are Saying
Eva Salas,
Controller for the Ambulance Coordination Center at Transinsa
“Our problem was that we act as a coordination center, not just a call center, so fairly distributing the workload among operators was very complicated for us. With the new x-bees application, we managed to reduce waiting times and also have fewer missed calls.”
ACLI Trentine
“The organization also implemented x-bees (via our partner, Starsystem), integrated with Salesforce, to unify communication channels, streamline call handling and enhance customer service. x-bees became the backbone of the organization’s call-handling operations, ensuring that incoming inquiries were managed efficiently.”
Dean O’Hara,
Managing Director, Nationwide Energy
“We looked at a couple of different options, but x‑bees stood out as one of the best. The AI integration has been a game-changer — calls are logged directly into our CRM, so as soon as the phone goes down, the agent has the transcript by email and in the notes automatically.”
Highlights
- Chat, voice and video calls with your teams, prospects and customers
- Schedule meetings based on Google/ Microsoft 365 calendar availability
- Analytics and Sales Intelligence: Insights from customer interactions, including topics discussed, next actions and call answer rates.
- AI tools: Agentic AI, chatbots and voice bots, AI summaries and insights and transcriptions
- Two-way SMS: Mobile push notifications and email alerts
- Website widget: Turn your website into a conversation starter
- View and update Salesforce straight from x‑bees without toggling tabs
- Single sign-on (SSO)
- Integrations with WhatsApp, Google, MS 365 and more
- SIP service out of the box: Integrated VoIP service for local and international calls, as well as SMS
x-bees FAQs
What is a customer communication management platform?
A customer communication platform and engagement hub is a unified software solution that centralizes all customer interactions across multiple channels like chat, voice, video and SMS into one integrated system. x-bees specifically combines these communication tools with native Salesforce integration and AI-powered insights to help companies manage prospects and customers more effectively throughout the sales cycle.
How does x-bees integrate with Salesforce for sales teams?
x-bees offers native Salesforce integration that automatically syncs customer data, meeting and call information directly to your CRM. This eliminates manual data entry for sales teams and ensures all customer interactions are logged in Salesforce, allowing salespeople to focus on closing deals rather than on admin.
Find out more on x-bees.com.
Find out more on x-bees.com.
How can AI-powered communications help sales teams close more deals?
x-bees uses AI to provide conversation intelligence, including transcriptions, summaries, sentiment analysis and next-action suggestions from all customer interactions. But it goes beyond basic transcriptions: it delivers custom analysis that helps you understand what’s really happening in your business, like why deals stall, what makes customers happy or unhappy, what’s holding your company back, how to improve team performance and what makes your best performers stand out.
The platform also features AI agents for faster customer inquiry responses and fewer missed calls.
The platform also features AI agents for faster customer inquiry responses and fewer missed calls.
How does sales communication software improve conversion rates?
Sales communication software improves conversion rates by ensuring prospects receive and respond to follow-up messages through multi-channel delivery and persistent engagement. x-bees specifically boosts conversions by combining sticky communications with AI insights and Salesforce automation, helping sales teams close deals faster while focusing on selling rather than admin work.
How does x-bees help with sales pipeline management?
x-bees helps with sales pipeline management by providing real-time visibility into all Opportunities directly within the communication platform through its Salesforce Insight Boost feature, allowing sales teams to view and update deal stages without leaving their conversations. The platform also uses AI-powered analytics to track conversation progress, identify where deals are stalling and provide actionable insights on next steps to keep prospects moving through the pipeline efficiently.
How does x-bees help prevent leads from going cold in the sales process?
x-bees prevents disappearing prospects by ensuring your follow-up messages get seen while prospects are still hot through SMS, email and mobile push notifications. The platform creates a persistent communication channel where every message is received, eliminating the problem of lost leads. With automatic Salesforce logging and the ability to update Opportunity details directly in x-bees, sales teams can focus on nurturing prospects rather than administrative tasks.
Find Out What AI‑Powered Communications Can Do for Your Business
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