Deltapath CRM Connector for Salesforce.com is a desktop solution that integrates Deltapath frSIP Unified Communications Platform, the frSIP Switchboard with Salesforce.com. Deltapath CRM Connector for Salesforce.com offers easy-to-use call control and productivity features that help increase productivity and improve customer service and business intelligence.
The Deltapath Unified Communications family of voice, video, and IP communications products and applications helps organizations communicate more effectively – enabling them to streamline business processes, reach the right resource the first time, and reduce costs and maximize revenue.
Deltapath CRM Connector for Salesforce.com delivers a new way to handle the day-to-day communications with customers and vendors. As a fully integrated unified communications and customer relationship management (CRM) solution, the connector is easy to use and can increase
productivity when used consistently. Deltapath CRM Connector for Salesforce.com offers the following features:
1. The user will be able to see a Contact + Account + Opportunities + Cases when answering an incoming call on frSIP Switchboard. The connector will perform caller ID lookup on salesforce.com and display the related party information.
2. Information tracking related to inbound and outbound calls, with the information inserted automatically into the Salesforce.com application call history
3. Log an incoming or outgoing call to salesforce.com with discussion summary.
4. Allow user to search cases, opportunities, contacts, and accounts residing on salesforce.com from within frSIP Switchboard and perform click to dial.
5. Automatically display assigned sales tasks in frSIP Switchboard and frSIP Mobile upon login, allowing your workforce to call your customers with a tap of a finger.