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.
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.
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 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!