The team at Perigeon Software has developed a robust application that integrates Salesforce CTI with IVR. This app is designed to boost agent productivity, automate workflow processes, monitor team performance, and lower communication expenses.
US Based IVR Company is the leading virtual phone system that assists in increasing agent productivity, automating workflows, tracking team performance, and reducing communication costs.
Client seeks an application within the Salesforce ecosystem that enables its users to communicate effortlessly with end customers directly from Salesforce. This app should automatically log all call activities, text messages, call recordings, and voicemails under “Contacts and Deals” for a seamless user experience.
Streamlining the invoicing process was a priority for the client, who encountered difficulties manually transferring data from Salesforce to Xero for invoice creation. They sought an automated solution to seamlessly transfer data and generate invoices.
To streamline the invoicing process, we propose implementing Breadwinner, a robust integration solution designed specifically for synchronizing data between Salesforce and Xero
Make Calls from SalesforceUse Salesforce’s Click-to-Dial feature to reach out faster and start talking right away. Track any assignment modifications made using IVR directly in Salesforce.
Track All Your Call Activities on SalesforceWith Salesforce connectivity, you can monitor all of your call actions straight from Salesforce or the IVR dashboard. All call logs, messages, and other activities are automatically tracked and recorded in the contact’s activity section. This eliminates the need to switch between different windows.
Access Call Recording and VoicemailEliminate the headache of looking for certain recordings or voicemails. Access them all directly from Salesforce and simplify your work.
IVR instantly displays a customer’s Salesforce contact history and information when a call is connected. Agents can use this information to personalize interactions and provide optimal service.
IVR instantly displays a customer’s Salesforce contact history and information when a call is connected. Agents can use this information to personalize interactions and provide optimal service.
IVR instantly displays a customer’s Salesforce contact history and information when a call is connected. Agents can use this information to personalize interactions and provide optimal service.
IVR instantly displays a customer’s Salesforce contact history and information when a call is connected. Agents can use this information to personalize interactions and provide optimal service.
