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CRM integration helps agents personalize calls using CTI screen pops and more. Identify callers by unique attributes, like phone number, and display information, such as the caller’s name, on the agent’s screen before the call connects. Out-of-box integration for Salesforce.com. Also integrates with most custom CRMs.Request Quote
Once our system identifies a caller, we’ll put their information on the agent’s screen using CTI screen pops. This reduces call handle times and creates a personalized call experience.
We identify callers through a unique identifier, like phone number or account number, and then quickly route them to the right agent. For example, if your caller is located in the Western U.S., we can route them to an agent who services that geographic region.
We have out-of-the-box, tight integrations with Salesforce.com so you can be up and running quickly with minimal effort. If you’re using an in-house or custom-built CRM, we can likely integrate with it, too.
Our “always there, never in the way” agent interface makes it easy for agents to get key information quickly without tedious, time-consuming screen switching. It reduces call handle time by uncluttering the desktop, speeding up outbound dialing, and providing automatic call data sharing between the phone and the CRM systems.