Features at a Glance
Video & Voice
Make and receive video and audio calls originated from within Salesforce accessing names and phone numbers, to place outgoing calls and to identify inbound callers.
Market leading comprehensive record keeping and workflow which enables users to efficiently and effectively capture and utilize information on communications with leads, prospects and clients. As a native to Salesforce application, CloudCaller.io is built within Salesforce and is designed to optimize access by users through Salesforce record keeping capabilities.
On outbound calling a user can display a local presence number, an alternative number in any area code selected by the user or any number selected by the user to mask their direct line.
Administratively enabled for individuals or groups allowing on-demand or forced audio call recording with optional disclaimer messages. Call recording can extend to one-on-one calls, conference calls and calls from CloudCaller.io Mobile. All recordings are accessible via links within Salesforce and stored in a highly secure manner. Comprehensive management of call recordings is provided, so users can easily name, identify, store, search for, retrieve, download, and delete recordings.
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.
Make and receive video and audio calls originated within Salesforce accessing names and phone numbers, to place outgoing calls and to identify inbound callers.
Dramatically simplify the process of putting call notes into Salesforce, whether you’re on the go or sitting still, your dictated speech call notes are converted into written call notes which are recorded in the relevant Salesforce record.
Capitalize on higher response rates and faster interaction with Leads and Contacts using CloudCaller.io’s built in SMS. Simply send and receive SMS from within Salesforce viewing active conversations with highlighted notifications for newly received texts and messages captured in the corresponding Activity History.
Receive and play voicemails, with email notifications of new voicemail messages.
Capitalize on higher response rates and faster interaction with Prospects, Leads and Clients using CloudCaller.io’s built in SMS. Simply send and receive SMS from within Salesforce viewing active conversations with highlighted notifications for newly received texts and messages captured in the corresponding Activity History.
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Leveraging standard Salesforce templates simplify message creation and eliminates exchanging data with other externally hosted applications.
Leverage Flows for Unattended SMS. Working with Process Builder, define standard business flows to automatically send SMS based on changes within your Salesforce platform.
Salesforce & Twilio
CloudCaller.io can be installed, implemented, and supported remotely, and all users can access the application for communications with others from the privacy of their home office, on an in-person basis or in some combination thereof. For more see a recent case study.
CloudCaller.io is built on the best of enterprise grade security built into Salesforce and Twilio to provide you with the most secure Unified Communication System in the marketplace for video, voice and text messaging, all with robust hosting in the Cloud by Salesforce and Twilio to handle any and all on going activity as well as surges in customer usage.
Logs video and audio calls and text messages 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 instead of having the time delays common to external call and messaging management applications using emails, batch updates, and APIs to exchange data from their platform to your Salesforce org.
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, with call notes posted to all Salesforce standard and custom CRM objects.
CloudCaller.io’s high quality connectivity is built on Twilio’s market leading global communications platform with crystal clear quality in calls, and with ongoing technology advancements benefitting CloudCaller.io users in the form of automatically providing users with new features, functionality, and performance improvements in communications technology. Twilio pricing is highly competitive, and is usage based; you only pay for what you use.