Intermedia Unite for Salesforce

Key features:

• 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.

Benefits:

• 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.

Available for:

Salesforce Salescloud, Salesforce Servicecloud, Salesforce Classic and Salesforce Lightning