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Unite for Salesforce

Increase productivity, drive customer retention and increase sales revenue

Overview

Empower your team to save time, increase call efficiency and drive customer retention with the Unite for Salesforce integration.

See How Unite for Salesforce Works

Seamlessly connect powerful voice, communication and collaboration functionalities of Unite with Salesforce to increase productivity, streamline workflows, and drive customer retention.
Click-to-call: Click on any contact to make calls using Intermedia Unite directly within Salesforce. Screen pops: Pull up existing customer records on incoming calls or create new contacts and leads with just one click.
Log calls: Quickly and easily take notes and log call details directly within Salesforce while on an active call. Call Recordings: Access call recordings directly from the call logs. If a call has been recorded, the option to play back the call will.

BENEFITS: • Increase productivity: Embed Unite into everyday business applications to automate business workflows and maximize work efficiency. • Drive customer retention and increase revenue: Combine powerful communication capabilities with relevant customer data to ensure sales and support teams have the right information at the right time. • Streamline workflows: Save time from switching between applications, eliminate misdials, create contacts and leads with just one click, take notes on active calls, and more. • Easy to use: Unite for Salesforce is an easy to use and easy to deploy integration, which no heavy training or implementation costs. Available for Salesforce Classic and Salesforce Lightning.