Leverage Salesforce call routing to automatically connect callers to the right rep based on Salesforce data like: Lead, Contact, Account or Opportunity Owners.
Provide reps with instant visibility into who is calling, why, via which line and all past customer interactions. Leverage powerful screen pop technology to quickly navigate to customer records, opportunities and more.
Add call comments or tags on the fly using the PhoneIQ CTI. Assign calls to new or existing opportunities, accounts and cases or create followup tasks with a couple of clicks. Everything will be automatically synced and logged into Salesforce, no manual data entry required.
Increase connection rates with automated and preview dialing.
Automatically select the best local number when calling prospects to increase answer rates
Setup automatic call recording and listen to conversations for coaching & training purposes.
Manually select the best phone number displayed as caller ID for each call.
Click on phone numbers in Salesforce to automatically dial it in PhoneIQ.
Connect callers automatically to the best agent based on Salesforce data.
Track call outcome in real time and scale sales success across your team predictively.
Make and take phone calls on the go from your PC or mobile device.