Salesforce CRM Computer Telephony Integration (CTI)

Streamlined User-Interface for Enhanced Efficiency

Manage all client details and communication from a single streamlined platform, removing inefficient toggling between separate systems and screens.

Automated Call Logging

Eliminate manual agent tasks and data entry errors with automatic logging of all customer engagements directly into Salesforce CRM. Capture call recordings, screen recordings, time/date, call dispositions, notes, and more.

Intelligent Call Routing

Route customers to the most qualified individual or enable them to self-service their own needs with advanced IVR and Skills-Based routing tools integrated with your CRM data to deliver an intelligent customer experience.

Embedded Click-to-Call

Simplify direct client outreaches and drive efficiency by removing manual dialing with a convenient click-to-call button for every active Salesforce CRM phone number with 3CLogic’s embedded CTI.

Salesforce CRM Screenpop

Deliver fast and informed assistance to agents with automated screen-pop of relevant Salesforce CRM Lead, Case, or Contact records to optimize first call resolutions and offer a more personalized CX.

Flexible Auto-Dialer Options

Improve the success of any sales or marketing initiative using 3CLogic’s advanced dialing solutions and local presence, to increase contact rates while auto-populating agent screens with relevant Salesforce records.

Customizable Results Codes and Triggers

Nurture leads through the sales funnel by auto-updating lifecycle stages and statuses after each interaction. Trigger Salesforce CRM workflows and scheduled follow-ups based on customizable disposition codes.

Integration Benefits

• Streamline Lead Management
• Enhance Marketing Initiatives
• Improve Conversion Rates
• Drive Sales
• Lower Cost Per Lead
• Enhance User Efficiency
• Leverage Employee Skills
• Automate Manual Processes
• Improve Analytical Insights