Mitel Salesforce Integration

Overview

• Cloud Softphone based on Salesforce OpenCTI
• Browser-based, no desktop software
• Compatible with Windows, Mac, Linux
• Improve workflow by associating Salesforce records with a call, add comments to user records then transfer call or conference with another agent
• Customize Salesforce screen layout for preferences and workflow
• Enjoy call control features embedded within Salesforce application
• Monitor and adjust workgroup agent status
• Leverage rich reports that merge call activities with customer data
• Call recording controls embedded in Softphone (Pause/Resume and Save/No Save recording)
• Call recording playback with a single click at Salesforce Call Connection record

Target Customers
Any Salesforce Professional, Enterprise or Unlimited Edition customer.

• Handle all communications functions from a single application
• Use the convergence of voice and data to enhance productivity, shorten response times, improve operations and increase customer loyalty
• Manage time more effectively by centralizing operational procedures
• Collaborate with other agents by associating and sending call notes in real time
• Specify personal settings and customize screen page layouts