CTI INTEGRATION - Integrate Salesforce with Ozonetel's CloudAgent


Improve your Executive productivity & customer satisfaction with our Salesforce integration

Personalized greetings to callers + Streamlined executive workflows
  • Agent logged-in with the Ozonetel & Salesforce account gets a screen pop with customer information for an incoming call.
  • Agent can access contact details of the caller and provide relevant information – all within a Single window
CTI Integration Salesforce Personalized greetings to callers

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Direct outbound call from CRM –”Click2call”
  • Executives can directly call from CRM
    • - Agents can trigger outbound calls by clicking on the call widget

Update customer database & enhance customer experience
  • While the call is going on executive can update customer information about the caller/lead, which helps in customer follow up.
  • Timely & accurate resolution of customer queries - Agent has access to the advanced call controls (Hold, Mute, Transfer, Conference) and can avail these options to resolve customer queries while on the call.
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Enhance customer experience
  • After the call is over, executive can tag all calls to capture the reason for the call

Manual outbound call
  • Executive can make a manual outbound call also from the Ozonetel iframe directly
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Additional monitoring tools available as part of this integration, for boosting the call center productivity
  • Live "System monitor" to view, monitor, hear your Executives speak on a real-time basis
  • Live dashboards to view & monitor key call center metrics average talk-time, average pick-up time, call connect ratios etc.
  • Supervisors have real time view of call center load to help plan for additional resources to handle peak traffic time
  • Access to over 70 reports to review & improve Executive & call center productivity
Ask for a free demo today to experience our solution!