Are You A Salesforce Customer?

Add Computer Telephony Integration (CTI) to make and receive calls on Salesforce.com.

Eliminate your challenges. Experience

Telephone Service within Salesforce

As a unified communications company, it is our business to unify technologies to produce robust engagement to give you a competitive advantage, drive customer experience, and improve employee success. Deltapath for Salesforce Computer Telephony Integration (CTI) helps do all these things by improving call handling. First, the Deltapath for Salesforce CTI learns agents’ extensions so they can control their phones within Salesforce.

Answer Incoming Calls From The Salesforce Screen

Agents conveniently answer incoming calls right on their dashboard. Plus, with caller ID, agents can personalize their greeting, triggering the beginning of a great customer experience.

Place a call on hold, hang up the phone, and transfer calls right from your Salesforce screen.

360° View Of Your Customers

The moment the phone rings, agents also gain a holistic view of the customer:

  • Account information
  • Opportunities
  • Open Cases

 

Crucial information at the agent’s fingertips before the phone is answered ensures agents are productive and deliver excellent customer service. Customers never have to repeat their stories to every agent they speak to because agents have open cases on their screens.  With potential sales opportunities on the screen, it is also easier for agents to guide their phone conversations in the right direction and covert opportunities to sales faster and more efficiently.

Make Outgoing Calls From Salesforce.com

With Deltapath for Salesforce Computer Telephony Integration, agents can make outgoing phone calls using the dial pad or by accessing the phonebook and clicking to dial right from Salesforce.com.

Call History

Call history allows agents to view all calls in one convenient place, including incoming, outgoing, and missed calls. Agents can use the valuable data stored in call history, such as the date and time of each call to prioritize their callback list. For example, calling back a customer is easy in the call history screen. Just click to call.   

Contact Deltapath for assistance today!

hONG KONG
ANYWHERE NUMBER

Make and Receive Calls To/From
Hong Kong No Matter Where You Are