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comitFS CAS Dialler
Trader telephony integration made simple.
Overview
The CAS Dialler application allows users to make and receive calls using trader voice systems such as, IPC & BT, as well as, enterprise voice users, such as, Cisco or Microsoft Teams. A key feature is call history and audit logs of client interactions.
Outbound dialling, hyperlinks, names and number
Inbound call recognition and name display
Full audit call history for all client interactions on voice
The CAS Dialler is the only application that will connect seamlessly to BT, IPC, Cisco and Microsoft Teams, to expose rich telephony capabilities within the trading floors. This includes the ability to make calls from Salesforce contacts, answer inbound calls which are linked to client accounts, enables you to display all previous connections with the client prior to answering the call. Call control features such as, conference transfer, hold and retrieve and shared line capabilities will be provided. Audit logs automatically captures all voice interactions with clients. This rich call history is critical for traders who service their customers based on gold, silver and bronze categorisation.
Categories
- Business Needs
- CollaborationTelephonyIntegration
- Industries
- Financial Services
- Personas
- Business UserSales Representative / Manager
- 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.
- No LimitsLightning ReadyManaged Package