Use Cases
Use Cases
Agents Gain Context in Less Time Per Interaction
Use Case SummaryAs soon as an agent receives a call, the connection allows for Salesforce user profiles to automatically appear allowing agents to have an instant view of the customer's record. This allows agents to gain context for the conversation quickly and reduces the call handle time.
Business Benefits- Reduced AHT
- Lower Telecom Costs
Efficient Inbound Record Maintenance & Updating
Use Case SummaryOur Salesforce Connector workflow automatically searches inbound phone numbers to check if they match your Salesforce records. Agents have the ability to either associate the phone number with a current customer record (if available) or select to create a new record on the same screen.
Business Benefits- Reduce Agent Administrative Time
- Increased Agent Productivity
- Increased Agent Availability
Efficient Outbound Campaign Activities
Use Case SummaryRun outbound campaigns with ease directly through Salesforce with all call results automatically tracked. Additionally, custom call details can be tracked by a simple change of the settings. Agents also see customer records automatically per call to log any additional details with ease.
Business Benefits- Reduces Agent Pre-Campaign Setup
- Accurate & Increased Outbound Campaign Data
- Increased Number of Campaign Calls & Productivity
- Increased Leads