Match incoming and outgoing calls with customer records stored in Salesforce, triggering screen pops with account for personalized greetings and faster service.
Access call controls right from the softphone. Hold, resume and transfer calls from within the Salesforce app – no more toggling from phone to CRM.
Automatically record notes in the softphone for more accurate record- keeping, for later review and use in training customer service representatives.
Automatically log incoming and outgoing calls from each interaction for viewing later in contact history.
Call a customer directly from the Salesforce application by simply clicking on their phone number, saving time and reducing misdials.