Salesforce CRM CTI, WhatsApp Salesforce Integration by UMS Tech Labs

Why Salesforce CTI?

Own a Salesforce CRM? Do you still have to call and SMS the customers manually and then update the same in the CRM? What if you get these features in the CRM itself? The Salesforce CTI enables you all this on the click of a button.

Business Communication IFTTT Flows for Salesforce CTI

IF you receive an inbound call from the customer in Salesforce CTI THEN a popup notification is shown in the CRM and the CRM/Google Apps Integration captures the call data into the Google Sheet/CRM & create a new lead in case of new caller

IF an agent clicks on click to call button in the Salesforce CTI THEN the CRM dialler triggers the call automatically from the agent’s phone and the CRM/Google Apps Integration captures call data in the Google Sheet/CRM.

IF an agent clicks on click to SMS button in the Salesforce CTI THEN SMS is sent to the customer and CRM/Google Apps Integration captures SMS data in the Google Sheet/CRM.

IF an agent clicks on click to WhatsApp button in the Salesforce CRM THEN WhatsApp is sent to the customer and CRM/Google Apps Integration captures data in the Google Sheet/CRM.

Benefits

Best CRM Phone Integration

Salesforce Telephony provides best CRM Telephony Integration for managing your customer information and the communications with them.

Auto creation of leads/ tickets on incoming calls

The CRM Phone Integration enables your agent to create a new lead/ticket or update an existing one on an incoming call to the company.

All notifications at one place

Get all the notifications from both the platforms at one place. Notifications in the form of popup or email.

Create a new lead on website enquiry

A new lead will be created into the Salesforce CRM when a customer fills the enquiry form on your website

Call and SMS history

All calls and SMS history is maintained and can be stored in the CRM

Trigger Custom SMS

The CRM SMS integration trigger Customized SMSes on creation of new leads through call or an external website enquiry form

Clear, Transparent, Pay for your customized solution pricing

Salient Features

Simple to use with Google Sheets

Simultaneous and Real-time

Cloud-based

Analytics

Training & Performance Monitoring

Support

Ability to work on dumb phones

Increased Efficiency / Productivity

Simple pay for Solution pricing

Scalable

Integrable with any system

Secure

End-uses doesn't need active Internet connection

Automation

Global

Aggregate

Reliable

Customizable

Salesforce CRM CTI