Phone Appli for Salesforce
Integrated internal and external contacts in one place for secure access
Overview
Enables employees to access to phone directory/internal contacts as well as customers info/external contacts from Smartphone and PC. Enterprise can put together scattered contacts and biz cards info in one place with security to enhance its productivity
Where are your "contacts info"? The company often struggles to keep contacts info available for employee timely and effectively. With Phone Appli, both internal and external contacts will be stored in one place within Salesforce
Can you access all contacts from Smartphone? Once all contacts are securely stored, all employees can access to it from Smartphone and PC, which increase productivity especially people in the field. Granular access control can be configured from portal
Is your business cards utilized and shared? By market leading OCR technology, each business card can be easily upload to Phone Appli and Salesforce, so that everyone can access to it. Now a dead business card on the desk will have a life!
*** Main Function *** <External Contacts> - Shared folder: Share contact information by company, department, or customized settings - Personal folder: Folders accessible only to individuals, multiple creation possible - Business cards scan with mobile device - Business cards data input: Data input by automatic reading system by OCR - Business cards data input service: Data input by operator (paid option) - CRM integration: Linkage with customer information in CRM such as Sales Cloud. <Internal Contacts> - Phone directory: List view for quick communication with others via phone or email. Choice of best communication tool with checking the employee status. - Chat: Besides Salesforce Chatter, possible to link with Microsoft Skype for Business and Cisco Jabber. - Bulk email: Send email to multiple people with individually set To, CC and BCC from contacts. <Company Organization> - List view: Automatic generation of organization chart with employee face photos. Support multiple concurrent job roles. *** Safe and Secure *** Phone Appli is tightly integrated with Salesforce application. Because contacts are not stored on smartphone, no worry about security issues.
Categories
- Business Needs
- Customer Service
- 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.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyManaged PackageSalesforce Mobile