Unaric Voice: Microsoft Teams Phone & Telephony for Salesforce Voice
Native Microsoft Teams Phone for Salesforce Voice, with live transcription
Overview
Handle and automatically log Microsoft Teams Phone calls in Salesforce Voice (Service Cloud Voice), with live transcription. Calls answered on Teams mobile are logged too. Teams stays your phone system, with no second phone system to run.
See How Unaric Voice: Microsoft Teams Phone & Telephony for Salesforce Voice Works
MICROSOFT TEAMS PHONE IN SALESFORCE VOICE Reps answer and make Teams Phone calls in the native Salesforce Voice workspace, with nothing new to learn. Unaric is listed by Salesforce for Partner Contact Center, the new name for Salesforce Voice.
AUTOMATIC CALL LOGGING, EVEN WITH SALESFORCE CLOSED Calls answered in Salesforce are logged live. Calls answered on Teams desktop, Teams mobile or a desk phone are logged in Salesforce after a slight delay. Reps do not have to log calls by hand.
LIVE CALL TRANSCRIPTION IN SALESFORCE Calls answered in Salesforce are transcribed live while reps talk. Admins can set transcription to start on answer, so no one has to remember to switch it on. Captions run in more than 30 languages.
AI WRAP-UP WITH WORK SUMMARIES With the Agentforce for Service add-on, or Einstein for Service on older licenses, Salesforce Work Summaries fills in the call summary, issue and resolution from the transcript. Reps save instead of typing notes.
CONSULTED TRANSFERS WITH THE TRANSCRIPT Transfer a call to a Teams colleague by name or to an outside number. With transcription on, a consulted colleague sees the transcript before taking the call, so the customer does not repeat themselves.
CALL REPORTING IN SALESFORCE Each call is a standard Voice Call record with direction, status, the linked record and start, answer and end times. Report on inbound versus outbound calls and how long callers waited with standard Salesforce reports.
INSTALLED IN YOUR SANDBOX IN ONE SESSION On the kickoff call, your admins install the package, approve Unaric's apps and connect your Salesforce org. Your team then tests with a named Unaric engineer, and go-live follows your testing.
WORKS WITH SALESFORCE SALES ENGAGEMENT Full interoperability with Sales Engagement: reps click to dial from cadences and call campaigns, and calls go out on Teams Phone. The call is logged on the lead, and the cadence moves to its next step.
TEAMS STAYS YOUR PHONE SYSTEM Numbers, PSTN setup, call queues and routing stay in Teams Admin Center. No second phone system to buy or run. Call audio stays in Teams, and Unaric does not receive or store call audio or transcripts.
Unaric Voice connects Microsoft Teams Phone to Salesforce Voice. Teams Phone remains your phone system. Salesforce remains the workspace. Unaric connects them without requiring a separate telephony platform. FAQs Q: Is Unaric Voice an official Salesforce path? A: Yes. Unaric uses Salesforce's Partner Telephony model for Salesforce Voice, which Salesforce also calls Service Cloud Voice and, most recently, Partner Contact Center. Unaric is listed by Salesforce for Partner Contact Center. Q: What do we need for Unaric Voice? A: Microsoft Teams Phone licenses, a Salesforce Voice User (Partner Telephony) license per user, and Microsoft administrator approval of the Unaric apps. Q: Is Salesforce Voice only for service teams? A: No. Sales teams use Unaric Voice in Salesforce Voice too, including click to dial from Sales Engagement cadences. Q: How does a Unaric Voice rollout work? A: A named Unaric engineer leads it with your team, from the kickoff call through testing, sign-off and the move to production. Q: How is Unaric Voice priced and supported? A: Per user per month, with a 15-user minimum and volume discounts, under the Unaric SLA. See the Pricing and Support tabs.
Categories
- Business Needs
- SalesCustomer ServiceTelephony
- Industries
- Horizontal Product
- Personas
- ArchitectSales Representative / ManagerService Agent / Supervisor
- 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.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Sales ProgramsSupports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSales ProgramsManaged Package
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudService CloudPlatform Cloud
- Compatible Salesforce ProductsThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudFinancial Services Cloud
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
- Supported Languages
- ArabicDutchEnglishFinnishFrenchGermanDanishItalianJapaneseKoreanPortugueseRussianSimplified ChineseSpanishSwedishThaiTraditional Chinese
