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Integration with Salesforce.com to store call details including (voicemail, SMS, FAX etc), lookup contacts, add leads and notes.
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Store Call Details.
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Salesforce CTI integration provides an ability to store in Salesforce all vital information about calls made or received to/from CRM contacts. The kind of information which can be stored is configurable and includes
- calls history (date and time when the call was made/received and call duration)
- call recordings with download link
- Voicemails with download link
- Incoming FAXes with download link
- SMS/Text messages sent and received
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Contacts Lookup, Capture Leads and Add Notes
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Anveo IVR Call Flow includes a set of call controls designed to work with Salesforce.com. IVR Call Flow can interact with Salesforce and lookup caller details (first name, last name, address etc), can provide different call handling and routing for CRM contacts vs new callers, capture Leads to CRM and insert Notes to CRM contacts.
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