AgentExchange

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?

8x8 for Salesforce: Cloud Contact Center | Unified Communications | CTI | IVR

Combine 8x8 and Salesforce into one platform

Overview

  • Out-of-the-box integration with minimal setup required.

  • Screen-Pop and Contextual Information: Automatically retrieve and present Salesforce records upon initiating or receiving an interaction, offering agents invaluable context, including past call history, to enhance customer interactions.

  • Interaction Logging and History: Effortlessly record interactions upon completion, accurately linking them to the appropriate record and capturing vital data such as 'Call Duration,' 'Call Recording,' and 'SMS Transcript'.

  • Automated Record Creation: Automatically generate new records when no match is detected, boosting agent efficiency and ensuring a constantly updated customer relationship system.

  • Click to Call: Streamline call initiation by simply clicking on a phone number within Salesforce, eliminating the need for manual entry and saving valuable time.

  • Embedded experience: Handle interactions directly within the Salesforce interface, streamlining workflows and enabling agents to operate from a single pane of glass.

  • Configuration and customization: Configure CRM Integration workflows via a self-service administration portal.

- Out-of-the-box integration with minimal setup required. - Screen-Pop and Contextual Information: Automatically retrieve and present CRM records upon initiating or receiving an interaction, offering agents invaluable context, including past call history, to enhance customer interactions. - Interaction Logging and History: Effortlessly record interactions upon completion, accurately linking them to the appropriate record and capturing vital data such as 'Call Duration,' 'Call Recording,' and 'SMS Transcript'. - Automated Record Creation: Automatically generate new records when no match is detected, boosting agent efficiency and ensuring a constantly updated customer relationship system. - Click to Call: Streamline call initiation by simply clicking on a phone number within your CRM, eliminating the need for manual entry and saving valuable time. - Embedded experience: Handle interactions directly within the Salesforce interface, streamlining workflows and enabling users to operate from a single pane of glass. - Configuration and customization: Configure CRM Integration workflows via a self-service administration portal.

Categories

Business Needs
Sales
Telephony
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

More from 8x8, Inc.

  • by 8x8, Inc.
    No Ratings
    Increase efficiency and the value of the information to drive deal closing, partner management and reporting within your company’s sales department, by adding meeting details into your Salesforce accounts, leads, opportunities and contacts.