1 / 8

CTI-Salesforce-Integration-360degreecloud

CTI Integration Salesforce through 360DegreeCloud unlocks a world of possibilities for businesses seeking to elevate their customer service and streamline their operations. https://360degreecloud.com

360cloud
Download Presentation

CTI-Salesforce-Integration-360degreecloud

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Introduction to CTI Integration with Salesforce Integrating Computer Telephony Integration - CTI Integration Salesforce enables businesses to streamline their customer communication and sales processes. This powerful integration connects your phone system directly with your Salesforce platform, unlocking a suite of powerful features to enhance productivity and customer engagement. by 360degreecloud Salesforce

  2. Benefits of CTI Integration for Salesforce 1 2 Increased Efficiency Improved Customer Experience Automatically log call details, access customer information, and update records - all from a single interface. Provide personalized, context-aware service by having customer details at your fingertips. 3 Enhanced Reporting Gain deeper insights into your sales and support activities with robust call analytics and reporting.

  3. Key Features of CTI Integration Click-to-Call Screen Pops Call Logging Easily initiate calls directly from Salesforce records with just a click. Automatically display customer information when a call is received. Seamlessly log call details, notes, and outcomes within Salesforce. CTI Integration Salesforce through 360DegreeCloud unlocks a world of possibilities for businesses seeking to elevate their customer service and streamline their operations.

  4. Seamless Call Management in Salesforce 1 Inbound Calls Automatically route and distribute incoming calls to the right sales or support team members. 2 Outbound Calls Easily initiate outbound calls to customers, leads, or contacts directly from Salesforce. 3 Call Control Manage call functions like hold, transfer, and conference directly within the Salesforce interface.

  5. Improved Customer Engagement with CTI Personalized Interactions Streamlined Workflows Provide a more personalized customer experience by having immediate access to customer history and context. Eliminate the need to switch between systems, allowing agents to focus on the customer rather than the technology. Improved First Call Resolution Enhanced Reporting Empower agents to quickly address customer queries and concerns, leading to higher satisfaction and loyalty. Gain valuable insights into customer interactions and agent performance to drive continuous improvement.

  6. Integrating CTI with Salesforce Telephony Connect Systems Configure Settings Enable Features Test and Deploy Activate key CTI functionalities like click-to-call, screen pops, and call logging. Thoroughly test the integration and roll it out to your sales and support teams. Integrate your existing phone system or cloud-based telephony provider with Salesforce. Customize CTI Salesforce Integration settings to align with your business workflows and user preferences.

  7. Enhancing Productivity with CTI Salesforce Integration Automated Scheduling Robust Reporting Improved Customer Service Streamlined Workflows Generate in-depth reports on call activity and agent performance. Schedule follow-up calls and tasks directly from call logs. Deliver faster, more personalized support to your customers. Eliminate manual data entry and reduce administrative overhead.

  8. Conclusion and Next Steps By integrating CTI with Salesforce, businesses can unlock a suite of powerful features that drive increased efficiency, improved customer engagement, and enhanced sales and support productivity. Take the next step towards transforming your customer communication and sales processes with this powerful integration. For More Info Visit My Site - https://360degreecloud.com

More Related