Salesforce

CRMUD Voice Phone SystemUD Voice Contact Center

Place and receive calls, view customer records, add contacts, and automatically log calls directly from Salesforce.

With UD Voice Phone System

Place and receive calls, view customer records, add contacts, and automatically log calls directly from Salesforce.

Key Features

• Click-to-call Click on any contact to make calls using UD Voice directly within Salesforce.
• Screen pops Pull up existing customer records on incoming calls.
• Create records Create new contacts and leads with just one click.
• Log calls Take notes and log call details directly within Salesforce while on an active call.

Benefits

• Increase productivity Embed UD Voice into everyday business applications to automate workflows and maximize employee efficiency.
• Drive customer retention and increase revenue Combine communication capabilities with relevant customer data so sales and support teams have the right information at the right time.
• Streamline workflows Avoid switching between applications, eliminate misdials, create contacts and leads in one click, take notes on active calls, and more.
• Easy to use UD Voice for Salesforce is simple to use and deploy, with no heavy training or implementation costs.

• Available for Salesforce Sales Cloud, Service Cloud, Classic and Lightning.
• Requires active UD Voice and Salesforce accounts.

With UD Voice Contact Center

Log call details, view customer records, record calls, prioritize inquiries and more directly from Salesforce.

Key Features

• Log call details Easily annotate and capture key details from a call; save the call outcome/classification to the customer's account.
• Screen pops Pull up existing customer records from incoming calls.
• Record calls Capture audio and screen recordings of interactions with customers and automatically store them in their account record within Salesforce.
• Case lookups Access case status for clients or build a call flow that lets them self-serve.
• Prioritize inquiries For customers with open cases, sort incoming inquiries into queues based on the status of their case.

Benefits

• Improve customer journey Access relevant customer data at the right time to deliver a more personalized experience to each customer.
• Increase productivity Embed Contact Center functionality into everyday business applications to streamline workflows and maximize agent efficiency.
• Easy to use Integrations are simple to use and deploy, with no heavy training or implementation costs required.

Our on-shore team handles setup and supports it long after go-live.

How it works