Through CloudCaller.io Mobile users can dictate voice-to-text call notes which, along with the relevant call metric data, is written to the corresponding Salesforce record’s Activity History.
From any phone number field in any Salesforce object increases SDR calling efficiency by 20% over manual dialing.
Inbound calls display name and links to a matching record or provides a list of “Multiple Matches” names, or indicates “Unknown” providing options to add a new Lead, Contact, or Account record, or associate the call with an existing record.
Logs calls into Salesforce records, Activity Histories, Reports, and Dashboards as a native application running entirely on Salesforce providing high levels of security relative to important prospect and customer data without time delays common to external call management applications using emails, batch updates, and APIs to exchange data from their platform to your Salesforce org.
For outbound calling allows a user to show a local presence or to mask their direct line and show an alternate number (i.e. shared team or main office number).
IVR built in allowing inbound call routing to Salesforce individual users or groups, or an external number based on the phone number called or caller responses to the interactive IVR menu options.
Forward inbound calls to an external number or direct Omni-ring to simultaneously ring in CloudCaller.io and one or more external devices of your choosing so you can answer whether at your desk or away.
Alerts users of new voicemails providing access to listen via an email and link.
Administratively enabled for individuals or groups allowing on-demand audio call recording with optional disclaimer messages. Call recording can also extend from one-on-one calls into Call Transfers as well as Conference Calls. All recordings are accessible via links from within Salesforce while the actual recording files are stored by Twilio to prevent consuming Salesforce storage.
Originated from within Salesforce accessing existing names and phone numbers. Add or remove conference participants during the call and Mute or Hold individual participants, or all participants at once. Optionally record conference calls via Audio Call Recording.
Provides in-call and post-call access to update Subject and Comments while providing customizable picklists for both the Subject and Call Result fields to improve data consistency for reporting and analysis.
This functionality allows users to access their CloudCaller.io softphone and functionality from the application launch page without having to enter the underlying org.
This partnership means ongoing technology advancements benefitting CloudCaller.io users in the form of new features, functionality, and performance.