Use real-time customizable dashboards and wallboards, receive historical insights from within Salesforce reports and while using Einstein, and rely on the widest set of voice and Salesforce digital channels data pushed into Salesforce.
Monitor any conversation, whisper discreetly during it, and easily access automatically logged call recordings.
Dynamically route incoming voice communications and Salesforce digital channels based on anything you know about a customer, including the product they bought, where they are in their contract, or if they have an open support case.
Conversation Analyzer transcribes, tags, and analyzes all customer conversations, which are then automatically logged into Salesforce objects, like contacts, cases, and custom objects.
Automated Call Logging: Effortlessly keep track of your communication history. The integration automates call logging, saving your team valuable time and ensuring accurate records of interactions for future reference.
Call Tagging and Note Taking: Enhance collaboration and information retention with call tagging and note-taking features. Easily tag calls with relevant information and jot down important notes directly within Salesforce, streamlining communication and follow-up processes.
Inbound and Outbound Screen Pops: Make every interaction personalized and efficient with inbound and outbound screen pops. Relevant customer information pops up automatically, empowering your team to provide a tailored experience and fostering meaningful connections.
Click to Dial: Accelerate your outreach efforts with the click-to-dial feature. Seamlessly initiate calls directly from Salesforce, eliminating manual dialing and reducing the chance of errors. Boost efficiency and connect with your contacts effortlessly.
Conversation Analyzer for Compliance: Ensure compliance and best-practice sharing with Conversation Analyzer. Analyze conversations to identify compliance issues and extract valuable insights for continuous improvement. Enhance the quality of customer interactions while maintaining regulatory standards.
Historical Analytics: Delve into historical analytics to identify trends, patterns, and areas for improvement. Leverage the power of past data to refine your sales strategies, forecast accurately, and enhance long-term performance.
Building customer loyalty has always been essential for businesses to succeed. Customer retention strategies are taking center stage. How do you design your contact center to improve Customer Experience (CX)? Learn how