As the world's number one cloud-based CRM, it's unsurprising how many businesses choose Salesforce to improve their customer experience – and with InGenius telephony integration for the Salesforce CRM, this goal can be achieved better than ever before.
Since the early days of Salesforce’s Open CTI specification, InGenius has worked in close partnership with the brand to develop an industry-leading CTI solution that been tested and finely tuned to deliver effective results every time.
With this in mind, it’s hard to imagine how any other CTI solution can come close to increasing productivity within Salesforce-driven contact centre environments – but what exactly does it offer?
How does it look?
Subtle yet effective, InGenius seamlessly integrates into the Salesforce window via a small user interface that gives instant access to a number of features including caller info, various call controls and call notes.
What can it do?
Working with both Salesforce Classic and Salesforce Lightning, InGenius provides deep Salesforce integration that gives users an unobstructed view of customer information and innovative call controls directly from their CRM window, allowing them to work more efficiently and maximise CX on a number of levels.
With a click-to-dial feature, agents can quickly initiate calls at the tap of a finger by simply clicking on the number listed on their screen for a much more efficient dialling process that ensures minimal time is wasted manually entering numbers into the dial pad.
Moreover, with InGenius for Salesforce screen pop feature, all caller information including notes from previous interactions and personal information stored inside the CRM is given to the agent as soon as they receive an incoming call.
Adding to this, the automated call logging feature can maximise the value of Salesforce by ensuring that all information is added to the customer’s account automatically, thus saving the agent's time and removing the risk of errors made by agents when manually entering the information.
Furthermore, with the CRM screen transfer feature, agents can hand over calls much more rapidly, enabling the next agent in line to quickly familiarise themselves with the customer's issues and take over the call without forcing the customer to wait for them to catch up.