An IVR or phone menu automatically routes callers to the right recipient. An IVR helps create a professional customer experience while increasing agent efficiency.
Add custom business hours to your different phone numbers based on your unique business needs.
Group your employees by teams based on skills. Choose between simultaneous ring or call cascading.
Better monitor your team’s performance and the quality of your service by recording calls and listening back on them.
Every teammate can be easily reached by dialing their unique 3 or 4 digit extension number.
Easily personalize your greetings and leave of absence messages. Listen to your voicemails from your PC, mobile, deskphone or receive them via email.
Agents can choose between cold transfer or warm transfer. Warm transfer allows them to check in with their colleague before transferring the call.
View a complete record of incoming and outgoing phone calls, including the name of the caller, the number or extension dialed, and the time, date, and duration of the call.
Personalize your greeting and hold music. Easily import a pre-recorded file from your computer and customize your caller experience.
Plug & play provisioning of all devices including desk phones makes deployments a breeze and reduces overall complexity.
Instantly access local phone numbers in 50+ countries, allowing customers to call a familiar number at a local rate. Operate in any country without having to open an office.
Instant provisioning of local and toll free phone numbers in 50+ countries allows companies to easily operate at global scale without having to move offices.
Keep callers on hold until the next teammate is available with advanced call queuing. Select between multiple call distribution systems and leverage advanced options to personalize the on hold experience.
Effortlessly add a third party to an ongoing call with PhoneIQ’s three-way calling feature. Relate the call in Salesforce to any of the participants during or after the call has ended.
Make real-time, data driven, decisions with the Live Supervisor Console, providing deep insight into agent performance and tools that allow managers to listen, monitor and intervene phone calls.
Call monitoring allows managers to easily coach agents and ensure a great customer experience.
Provide agents a list of tasks to complete before moving to the next call, like setting disposition codes, tags, etc.
Gauge your team’s performance using Salesforce based pre built dashboards for Sales & Service teams that keep track of your call center KPI’s.
Add call summary notes and disposition codes to your call logs to ensure relevant customer information is retained inside Salesforce.
Encourage agents to power through their dialing sessions using our advanced call lists with deep Salesforce integration.
Increase call connection rates by as much as 4x using a local caller ID to call prospects and customers. Available in the US and Canada.
Leave prerecorded voicemail messages in your prospects inbox with one click while activity is logged into Salesforce automatically.
Real time contact sync between Salesforce and PhoneIQ ensures contact information is up to date and available when agents need it the most. Choose between bidirectional or unidirectional sync.
Automate repetitive tasks like call logging, case or task creation. Call recordings, notes and other relevant call information is automatically attached to the corresponding Salesforce activity.
Leverage powerful IVR technology that uses Salesforce data to route callers to the right agent based on contact or lead information, cases and opportunities.
Make and take calls, host voice and video meetings, text and much more without ever leaving Salesforce. Leverage powerful call controls to interact with Salesforce while in calls.
Keep track of your call center KPI’s and gauge your team’s performance using Salesforce based pre built dashboards for Sales & Service teams.
Automatically capture all customer interactions in Salesforce like phone calls, voicemails and more. Increase agent productivity and keep track of every activity in your CRM.
Select which Salesforce object record you want to show agents during calls. PhoneIQ allows for maximum flexibility, enabling admins to select between profiles, cases, opportunities, accounts and even object creation forms based on different scenarios like inbound or outbound calls to known or unknown numbers.
Kickstart highly productive dialing sessions by seamlessly importing lead, contact or account call lists directly from Salesforce using Salesforce views. Choose between power and preview dialing mode.
PhoneIQ’s fully integrated CTI enables reps to call directly from their work queue, automatically marking call steps as completed when calls are connected. Reps can also import call steps from their cadences into their power dialer to quickly run through their pending calls in minutes.
Seamlessly initiate outbound phone calls in Salesforce with a click.
Allow your reps to communicate with leads, contacts and accounts using 1-on-1 SMS & MMS messaging for Salesforce. All messages are automatically logged in your CRM and related to the right record.