Help & Support

Elevate Your Agents with AgentExchange Solutions

Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Visit Salesforce Help

Give Us Feedback

Work The Lead

Overview

TeleDirect is a Live, 24/7/365 Customer Service Outsourced Call Center. TeleDirect’s Work The Lead application is integrated with Salesforce for Inbound and Outbound Campaigns. You can view call scripts and manage leads with a tab in Salesforce.

See How Work The Lead Works

24/7/365 Live Call Center. All calls handled in the USA.
Live Scripting, Toll Free Numbers, Pay As You Go, Inbound & Outbound Campaigns
Multiple User Lead Distribution, Outbound Call Flag for Leads and Contacts

TeleDirect Call Center's Work The Lead application allows users to work with a Live 24/7/365 Call Center within their Salesforce application. Work The Lead can accommodate any campaign including product order taking, lead capture, appointment setting, outbound projects, or emergency on call services. If you are planning a marketing campaign, Work The Lead will provide a 800#, call scripting, and integration with your Salesforce account. You can then receive your leads, contacts or orders through Salesforce and set up distribution to your users. It's easy and cost effective. Work The Lead can assign multiple toll free numbers and distribute leads to multiple users. The data collected by the call center is immediately updated in Contact and Lead records. Users can flag a contact or a lead for an outbound survey. The survey date is set in Work the Lead and on that date, Work The Lead pulls name and number from the Lead and Contact. As the survey completes Work The Lead updates the Salesforce records call by call.