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Unaric Voice – CTI, Microsoft Teams Phone & Telephony for Salesforce | 3CX

Native Microsoft Teams Phone integration for Salesforce & Salesforce Voice

Overview

Handle and automatically log Microsoft Teams Phone calls without leaving Salesforce. Also works with Salesforce Voice (Service Cloud Voice), with live transcription. Teams stays your phone system, with no extra calling platform.

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See How Unaric Voice – CTI, Microsoft Teams Phone & Telephony for Salesforce | 3CX Works

  • AUTOMATIC CALL LOGGING, EVEN WITH SALESFORCE CLOSED Inbound, outbound and missed Teams Phone calls log to the matching Salesforce record automatically, including calls answered in the Teams mobile app, Teams desktop or on a desk phone..

  • INBOUND AND OUTBOUND TEAMS CALLS IN SALESFORCE For sales and service teams. Incoming calls open the matching contact, lead or case, with the queue name and caller ID as the call rings. Outbound calls start from the record.

  • TEAMS PHONE IN SALESFORCE VOICE Connect Microsoft Teams Phone to Salesforce Voice (Service Cloud Voice, now Salesforce Partner Contact Center). Your agents get the native Salesforce Voice workspace, with calls running on Teams Phone.

  • WORKS WITH YOUR TEAMS CALLING SETUP Your numbers, PSTN setup, queues and routing rules stay in Teams Admin Center and work as they do today. No second calling platform to run.

  • CALL MEDIA STAYS IN TEAMS Unaric is not in the live audio path and does not store call audio. Call activity is written to Salesforce from your Microsoft tenant via Microsoft Graph.

  • LIVE TRANSCRIPTION IN SALESFORCE VOICE On the Salesforce Voice path, calls are transcribed live in the Salesforce Voice workspace. Salesforce AI features, such as Einstein Work Summaries, can use the transcript where licensed.

  • CALL REPORTING IN SALESFORCE Native Salesforce reports show answered versus missed calls, inbound versus outbound, calls per rep and per queue, and your busiest hours.

  • SANDBOX SETUP ON THE KICKOFF CALL On the kickoff call, you install the Salesforce package and approve two Microsoft apps, and Teams calls work in your Salesforce sandbox. A named engineer then leads testing and the move to production.

  • ALSO WORKS WITH 3CX Use another phone system alongside Teams Phone, such as 3CX? Unaric Voice can connect it to Salesforce too.

Unaric Voice brings Microsoft Teams Phone calling into Salesforce. Teams Phone remains your phone system. Salesforce remains the workspace. Unaric connects them without a separate telephony platform. FAQs Q: Does it work with Salesforce Voice? A: Yes. Connect Teams Phone to Salesforce Voice (Service Cloud Voice, now Salesforce Partner Contact Center) for the full Salesforce Voice workspace, or start with the Unaric client and move when the timing fits. Q: Is this an official Salesforce path? A: Yes. Unaric follows the Salesforce Voice with Partner Telephony model. Q: Can we run Open CTI and Salesforce Voice at the same time? A: Yes, in one Salesforce org, so you can move one team at a time. Q: How does rollout work? A: A named engineer leads it with your team, from the kickoff call through testing, sign-off and the move to production. Roll out one team or business at a time. Q: How is it priced? A: Per user per month, with a 15-user minimum and volume discounts for larger rollouts. See the Pricing tab. Q: Who supports us after rollout? A: Your Customer Success Manager and our Support team, under our SLA.

Categories

Business Needs
Sales
Customer Service
Telephony
Industries
Horizontal Product
Personas
Architect
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.
Agentforce
Agentforce 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 More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Sales Programs
Managed Package

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