Click-to-Dial Contact Lookup Queue Profiling Journaling Call Popping Unity completely unifies all customer contact, including calls, emails and web chats at a user level within Salesforce. Salesforce Integraon Unity Applicaon Suite UNITY SALESFORCE INTEGRATION Collate Your Contacts With Unity & Salesforce Unity seamlessly integrates with Salesforce to facilitate contact lookup and “popping” for inbound and outbound calls, searching for CRM contacts within Unity and click to dial both from within Unity and the CRM plaorm. Unity CRM Connector will pop the record in Salesforce, either automacally or when the user clicks the call noficaon. Outbound calls can be made from within Salesforce direct, or through Unity Contact Search. Contact Search Perform a contact search and Unity will not only check all directories, but it will also dynamically search your Salesforce contacts. Automac Call Pop The user can easily view the contact in the Salesforce and Unity can also be configured to automacally pop the CRM on answer. Unity Salesforce Integraon www.kakaposystems.com
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Collate Your Contacts With Unity & SalesforceUnity’s Salesforce integration completely unifies all customer contact, including calls, emails and chats at a user level within Salesforce.
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Unity completely unifies all customer contact, including calls, emails and web chats at a user level within Salesforce.
Salesforce IntegrationUnity Application Suite
UNITY SALESFORCE INTEGRATIONCollate Your Contacts With Unity & SalesforceUnity seamlessly integrates with Salesforce to facilitate contact lookup and “popping” for inbound and outbound calls, searching for CRM contacts within Unity and click to dial both from within Unity and the CRM platform.
Unity CRM Connector will pop the record in Salesforce, either automatically or when the user clicks the call notification. Outbound calls can be made from within Salesforce direct, or through Unity Contact Search.
Contact SearchPerform a contact search and Unity will not only check all directories, but it will also dynamically search your Salesforce contacts.
Automatic Call PopThe user can easily view the contact in the Salesforce and Unity can also be configured to automatically pop the CRM on answer.
Add Call Log EntryEasily configure Unity to automatically add a call log entry for any calls. Users can then add further notes manually, which will then be stored in Salesforce.
PresenceSet your presence to alert colleagues to your current availability. Predefine routing, such as diverting calls to your mobile if you are out of the office.
Click To Dialo Click To Dial From Within Salesforce*
o Turn Web Chats Into Calls Instantlyo Flexibility For Ad-hoc Dialling
Multi-Channel Integrationo Web Chat & Email Profilingo View Previous CC Conversationso Screen Popping On All Media
Automatic Call Journalingo Log All Calls & Web Chats & Emailso Manually Edit Automatic Log Entrieso View Full Transcripts in Salesforce
Prioritising Queued Callso Prioritise Contacts & Leadso Transfer Salesforce Users to VIP Queueo Intelligently manage Important Calls