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Telavox | Flow

Streamline your work environment and switch less between applications.

Overview

Telavox for Salesforce increases your agents efficiency by integrating Telavox services directly into Salesforce. Allow your agents to focus on the conversation and not the tools; get the information and automation you need inside Salesforce.

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  • Excellent customer experience Telavox for Salesforce displays essential customer information before an interaction even begins, enabling a personalised and well informed customer interaction.

  • Focus on the conversation With Telavox for Salesforce, agents no longer need to switch between applications during an interaction to use the features required to provide an excellent customer experience.

  • Efficient and empowered agents Telavox for Salesforce removes most of the mundane and error prone manual data entry required to keep data consistent and conversations coherent over time, offering a more efficient work day with less frustration.

* Receive or make calls (including click to dial) inside Salesforce without needing to install a separate app. * Create a contact, lead or account for a previously unknown caller based on incoming caller information with ease * Complete softphone capabilities such as call transfer, mute, put on hold and more inside Salesforce. * Log call activities during the call. * Contact popup with related information displayed for both incoming and outgoing calls. * Navigate to contact and related information with a single click. * See colleagues´ line (presence) and profile status. * Manage availability and queue membership. * View live queue statistics, monitor current queue calls and view queue call history. * View call history and listen to recorded calls and voicemails. * Other integrations, such as bankId, queue caller id, custom URL-pop on answer and more work seamlessly inside Salesforce. Requirements * Read and write access is needed for the following standard objects: Account, Case, Contact, Lead, Task.

Categories

Business Needs
Agent Productivity
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