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8x8 for Salesforce: Cloud Contact Center | Unified Communications | CTI | IVR
Combine 8x8 and Salesforce into one platform
Overview
8x8 for Salesforce seamlessly integrates your 8x8 Contact Center and Work solutions, enhancing communication and productivity within Salesforce.
Out-of-the-box integration with minimal setup required.
Screen-Pop and Contextual Information: Automatically retrieve and present Salesforce records upon initiating or receiving an interaction, offering agents invaluable context, including past call history, to enhance customer interactions.
Interaction Logging and History: Effortlessly record interactions upon completion, accurately linking them to the appropriate record and capturing vital data such as 'Call Duration,' 'Call Recording,' and 'SMS Transcript'.
Automated Record Creation: Automatically generate new records when no match is detected, boosting agent efficiency and ensuring a constantly updated customer relationship system.
Click to Call: Streamline call initiation by simply clicking on a phone number within Salesforce, eliminating the need for manual entry and saving valuable time.
Embedded experience: Handle interactions directly within the Salesforce interface, streamlining workflows and enabling agents to operate from a single pane of glass.
Configuration and customization: Configure CRM Integration workflows via a self-service administration portal.
- Out-of-the-box integration with minimal setup required. - Screen-Pop and Contextual Information: Automatically retrieve and present CRM records upon initiating or receiving an interaction, offering agents invaluable context, including past call history, to enhance customer interactions. - Interaction Logging and History: Effortlessly record interactions upon completion, accurately linking them to the appropriate record and capturing vital data such as 'Call Duration,' 'Call Recording,' and 'SMS Transcript'. - Automated Record Creation: Automatically generate new records when no match is detected, boosting agent efficiency and ensuring a constantly updated customer relationship system. - Click to Call: Streamline call initiation by simply clicking on a phone number within your CRM, eliminating the need for manual entry and saving valuable time. - Embedded experience: Handle interactions directly within the Salesforce interface, streamlining workflows and enabling users to operate from a single pane of glass. - Configuration and customization: Configure CRM Integration workflows via a self-service administration portal.
Categories
- Business Needs
- SalesTelephony
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package