- Click-to-call: Click on any contact to make calls using Intermedia Unite directly within Salesforce.
- Screen pops: Pull up existing customer records on incoming calls.
- Create records: Create new contacts and leads with just one click.
- Log calls: Quickly and easily take notes and log call details directly within Salesforce while on an active call.
- Increase productivity: Embed Intermedia Unite into everyday business applications to automate workflows and maximize employee efficiency.
- Drive customer retention and increase revenue: Combine powerful communication capabilities with relevant customer data to ensure sales and support teams have the right information at the right time.
- Streamline workflows: Save time from switching between applications, eliminate misdials, create contacts and leads with just one click, take notes on active calls, and more.
- Easy to use: Intermedia Unite for Salesforce is an easy to use and easy to deploy integration, with no heavy training or implementation costs.
Salesforce Salescloud, Salesforce Servicecloud, Salesforce Classic and Salesforce Lightning