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Integration with Salesforce
Seamless Workflow for Complex Businesses
Transferring client records or production numbers between multiple systems is not only time-consuming, it leaves you prone to data inaccuracies that can jeopardize customer relationships and business operations. CorvisaCloud CRM Integration creates seamless data and work flows by integrating your CorvisaCloud ACD softphone and related voice communications data directly into Salesforce. By joining these two essential business processes, CorvisaCloud allows you to develop a “single source of truth” to maintain the highest level of data integrity with maximum efficiency.
See how CRM Integration can make an immediate impact in your key business operations: CUSTOMER SERVICE SALES & MARKETING
The best customer experience starts with your agents. Help agents become more efficient by making customer information easy to access and update from the same system they’re using to process calls. Detailed Salesforce tracking and reporting allows you to manage more tightly to SLAs and customer requests. Log prospect and client information while making calls from Salesforce, plus trigger reminders and notifications to follow up with leads or customers at specific times. Allow agents to rapidly work through targeted call lists and track them against Salesforce campaigns without ever leaving the system.
Increase visibility for managers into support performance and sales pipelines. CRM Integration eliminates the time and hassle of manually merging reports from multiple software platforms to give managers consistent, automated reports on combined communications and production data.
Reduce risk by minimizing error-prone data transfers and establishing an automated process to ensure data integrity. CRM Integration also improves productivity for all staff, reducing the human capital required to perform repetitive tasks.
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