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Convoso for Salesforce CTI Adaptor

Seamless Dialing. Stronger Conversations. Built-in Compliance.

Overview

The Convoso for Salesforce CTI Adaptor is a cloud-based integration that lets contact center agents seamlessly handle inbound and outbound calls directly within Salesforce, unifying the customer interaction and agent tools into a single experience.

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  • Single-Pane Agent Experience Reduces context switching and training time by keeping agents in Salesforce.

  • Improved Efficiency & Customer Experience Screen pops, automated call logging, and call routing reduce handling times and promote speed-to-lead and first call conversion.

  • Outbound Dialing and Campaigns Supports predictive, power, and preview dialing - integrated with Salesforce campaigns.

  • Automated Data Synchronization and Analytics Automatically synchronizes campaign details and call results, or dispositions, into Salesforce objects such as contacts, leads and opportunities.

  • Compliance Create and manage campaigns with automated federal, state, and internal Do‑Not‑Call (DNC) scrubbing that ensures phone lists comply with regulatory requirements

Convoso for Salesforce is a compliant, predictive dialer for revenue teams using a CTI Adaptor that provides a cloud-based integration that lets contact center agents quickly and easily process both inbound and outbound calls from the Convoso platform directly within Salesforce, eliminating the need for additional telephony software and browser windows. The Convoso Adaptor embeds the agent's softphone directly into the Salesforce console enabling click-to-dial, screen pops, and call control (answer, hold, transfer).

Categories

Business Needs
Sales
Customer Service
IT & Administration
Industries
Engineering, Construction, & Real Estate
Financial Services
Healthcare & Life Sciences
Personas
Administrator
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package