Skip to main content

Cloudagent Call Center Integration with Salesforce

If you are using Salesforce, then you know how important proper communication is for the success of your sales and support teams. It becomes all the more imperative to have a call center system which properly integrates with your CRM to assist you with the right tools.

You have to make sure that the right problem of the customer is addressed and the right points are made in a sale. To do this, access to contextual information is a must. Ozonetel's call center solution, Cloudagent, with its deep integration with Salesforce(Open CTI) now provides your sales and support teams with a full featured call center solution at their fingertips. This is the only solution which provides a full featured call center solution inside Salesforce. There is no need to install anything else. This includes an agent toolbar for call transfer, hold and other advanced features. Supervisors can login to the supervisor console and use barge in facilities and monitor the call center.

This CTI integration provides you with the following features:

1. Screenpops:
Context is everything. When you get a call from a customer/prospective customer, it is very important to know the context so that you can answer better. What was the last call with this customer? Are there any pending requests from this customer?
Cloudagent manages your customer profiles and updates the info after each call. This way, the information is still in one place, your Salesforce and you can access it when needed. Cloudagent does not access any of your data and your data is safe inside Salesforce. 
2. ACD:
Cloudagent provides all the features of a full fledged call center including ACD. You can define skills and other routing logic to manage your callers. You can even set your queue size and hold music. You can create skill groups similar to your groups in your Salesforce. You can create groups related to similar tickets.
3. Call flow(IVR) Control:
Since Cloudagent is integrated with KooKoo, you can use the full power of the cloud telephony platform to build complex IVR system flows to your callers. A visual IVR designer is also included to create drag and drop flows. You can even configure what to do with missed calls or calls that go to voice mail.
4. Call Control:
Your agent is speaking to the customer. Unfortunately, he cannot answer some queries. He needs to get a technical person/manager involved. What to do? With Cloudagent and its call control toolbar,its easy. Just click a button and conference another agent. Or transfer the call to an expert so that you can continue with other calls. Or place the caller on hold while you go get the details. All this and much more can be done with the agent toolbar.

5. Call end triggers:
At the end of the call the agent can have options to add a new contact or update existing contact. He can even set up follow up tasks. All from the same screen which saves a lot of time.


In addition to all this, Cloudagent provides a click to call facility inside Salesforce so that agents can click on a contact phone number from inside the system to initiate a call.
You can try all these features today. 
Ask For a Free Demo 
It takes 5 minutes to get your call center started on Cloudagent. Once setup, it can help your sales teams to close deals faster and your support teams to close tickets faster.

Popular posts from this blog

First Post

In this blog, I will be talking about my experiences in trying to build a cloud telephony platform , KooKoo . Along the way I will also be talking about different design choices I made, good programming practices and the IVR domain in general. For technoratti: NNFJW8EW86C3

Integrating Arborjs with Angular to create a live calls dashboard

Arborjs  is a cool graph visualization library. Angular  is one of the best JavaScript frameworks and we have been using Angular in a lot of our front end development. When you handle millions of calls, proper visualization becomes very important. Without proper visualization, you can get lost in the mountains of data. So we spend a lot of time to come up with good visualizations to represent the data. Since we loved the cool way in which Arbor represented graph data, we could not wait to hook it up with Angular. Because of Angular's two way data binding, when you hook up Angularjs with Arbor.js you can get a dynamically updated visualization of graph data with cool animations. To give back to the community, we have put up the code online at Github . Basically we have created an Angularjs directive for Arborjs. Please feel free to fork the code and add extensions and use it for your own visualizations. The code is self explanatory with comments inline. Best way to get s

Google's approach to business communication

 Google has been making silent moves in the business communication space. Google has mostly lost the instant messaging wars. But it does not want to lose the business communication war. WhatsApp, Instagram, Twitter and Facebook have been making their own moves to enable businesses to reach their customers through their channels. Its all about who has control over the communication channels. Especially communication which leads to business. That's where the money is. Currently, Google is the king of search and most online transactions start with a Google search. FB, Amazon, Apple and others want to change that. They want the search to start on their properties. And they have started making the moves. WhatsApp business allows small businesses to conduct their transactions on WhatsApp. FB and Instagram have long supported small businesses to manage their business on their channels. Apple has also made some nice moves with Apple business chat. They have integrated a whole shopping expe