Salesforce CTI integration provides agents with advanced call management features, including call forwarding, call transfers, and automated dialing. These capabilities allow agents to handle calls directly from their computers, thereby increasing efficiency and reducing response times.
The Deltapath for Salesforce CTI learns agents and regular users’ extensions so they can control their phones within Salesforce.
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.
With Deltapath Talk, all inbound and outbound calls are automatically logged within Salesforce. This call logging feature ensures accurate record-keeping, facilitates performance analysis, and aids in compliance.
Agents make outgoing phone calls using the dial pad or by accessing the phonebook and clicking to dial in Salesforce.
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.
Choosing the right CTI solution is crucial for maximizing the benefits of Salesforce integration. Deltapath Talk stands out as one of the best CTI for Salesforce, offering seamless integration, user-friendly interfaces, and robust features tailored to meet diverse business needs. Its compatibility with Salesforce ensures that businesses can leverage existing CRM data to enhance customer interactions and drive sales performance.
Implementing Salesforce CTI integration involves a strategic approach to ensure alignment with business objectives. Deltapath Talk offers a scalable solution that adapts to the evolving needs of your organization. By integrating telephony with Salesforce, businesses can automate call routing, provide agents with real-time customer information, and enhance overall operational efficiency.
The moment the phone rings, agents also gain a holistic view of the customer:
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.
Deltapath Talk redefines Salesforce telephony by providing a unified platform that enhances communication, improves customer service, and drives business growth. Its comprehensive features and seamless integration make it an indispensable tool for businesses seeking to optimize their Salesforce environment.
Contact us today to learn more about how Deltapath Talk can transform your Salesforce experience through advanced CTI integration.
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