Salesforce Integration

Salesforce CTI – Sales Cloud Agent Desktop

Improve agent productivity and save with salesforce call center for voice and chat

  • COMPLETE INTEGRATION FOR SALESFORCE CRM

Bright Pattern’s Salesforce CTI can pop contact and cases, dial contacts in one click, transfer with screen, and post activity history automatically with Salesforce call center

  • SALESFORCE INTEGRATION ON ANY BROWSER

Simplify deployment with Chrome, Firefox, IE or Safari, no extensions are required with Salesforce contact center

  • ANY PHONE INTEGRATION FOR SALESFORCE CRM

Use supplied optional softphone extension or a PSTN phone (dial in and stay on the line or have system dial the number) all options keep the call going when the browser is restarted, all use the same controls on the web widget

  • SALESFORCE INTEGRATION FOR CHAT AND MESSENGERS (Facebook, WeChat and other popular social messaging apps)

Supports Salesforce Chat, SMS, and Salesforce Messengers including; Salesforce Facebook, WeChat, LINE and Telegram (all priced as an inexpensive option) along with internal chat. Chat and messaging are pushed to desktop using multimedia skills-based distribution. Multiple chat sessions on agent and phone calls override chat

  • SINGLE SIGN-ON SOLUTION FOR SALESFORCE CRM

Logging into Salesforce logs an agent in automatically

  • UNIFIED SUPERVISION

Get real-time stats, call monitoring and grading along with team messaging with the Bright Pattern integration with Salesforce

Salesforce integration Call center software

Dialer Solution for Salesforce

  • AUTOMATED LIST SYNCHRONIZATION

With the Bright Pattern dialer for Salesforce you can use any list of objects from Salesforce to drive your campaign. Filter on any combination of fields

  • PREDICTIVE, PROGRESSIVE OR PREVIEW DIALER FOR SALESFORCE INTEGRATION

Dial in any mode needed for your business with the Bright Pattern dialer for Salesforce

  • AUTOMATED RESULTS PROPAGATION

Create any Salesforce objects based on campaign results with fields pre-filled with results data with our advanced integration with Salesforce

  • MAXIMIZED SUCCESS RATE FOR SALESFORCE SALES

For Salesforce Sales Representatives, RPC, answering machine detection and safe calling hours can increase sales productivity and help close deals

Salesforce Contact Center: IVR, Chat Bots & Automation

  • IDENTIFICATION

Identify callers by phone or case number, prioritize them based on their data in Salesforce

  • SELF-SERVICE AND AUTOMATION

Create cases from after hours voicemails, read case status and close cases over the phone or chat automatically with complete access to Salesforce data

Salesforce integrations Call center software

Service Cloud Agent Desktop CTI Integration

All the features of Sales Cloud Agent Desktop, plus the floating call window:

Salesforce integrations Call center software

Salesforce Contact Center Benefits at a Glance

Productivity

  • Identified account’s information appears as a screen pop and toaster pop-up in Salesforce upon call arrival
  • Single sign-on saves time logging in and reduces password problems
  • Reaching your customer in one click with click-to-call saves time and minimizes mistakes

Customer satisfaction

  • Let customers choose their channel
  • Prioritize customers waiting in queue based on Salesforce data*
  • Minimize the need to repeat information on transfer with Salesforce screen

Cost reduction

  • Single sign-on reduces the effort of maintaining multiple passwords
  • No need to install and maintain integration software on agent computers
  • Customer self-service increases satisfaction and reduces costs*

Why Wait?

We are happy to answer questions and discuss specific workflows and requirements on a live presentation online, or set up a pilot project to trial the solution without paying any license fees

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