Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Genesys Cloud CTI for Sales and Marketing
Automatic name, address, and phone number capture
Overview
Bring the power of the Salesforce Sales Cloud offering to the phone using the Genesys 100% cloud solution, requiring no installation of hardware or software
Customized CTI 'screen-pop' functionality for your sales agents leveraging SFDC or external database information as needed
Easy to deploy and manage and includes full call management controls
When customers call you, automatically capture the information your agents need and create a lead in Salesforce
With Genesys Cloud CTI for Sales/Marketing, incoming calls are automatically tied to prior sales history such as annual spend or to marketing history such as web browsing, whitepaper downloads, or webinar attendance. The Lead, or a custom Object, view is screen-popped to the sales agent so they have the context to create and a superior customer experience. Key Benefits: • Gets your most valuable customers to the top of the list and into the hands of your best agents • Enables prioritization of ‘hot’ leads to increase close rates • Automatically captures inbound caller information and instantly create leads Stores all call details in SFDC records including: date, time, duration, disposition codes, follow-up actions • Easy configuration and remote administration
Categories
- Business Needs
- Productivity
- FeaturesEditable CodeThis product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
- Editable Code