We got a new look! Enjoy a new, improved, and intuitive user interface and these updated features:
• Schedule a BT Cloud Phone meeting or conference
• Select your desk phone to make calls
• Set your presence
• View contact details and create an account, lead, contact, and opportunity directly from call history
• Call or text directly from the call history tab
• Multi-call and offline call logs
• Active call controls
• View messages- voice, fax and text
Let BT Cloud Phone for Salesforce enhance your CRM experience by automating workflows, increasing call efficiency and improving the quality of customer interactions. The integration lets you make and receive calls directly from your Salesforce account. You can also quickly assign call dispositions, log calls, take notes, schedule meetings and more, without jumping back and forth between applications.
Available for Salesforce Classic or Salesforce Lightning.
Click-to-call: Place calls from within Salesforce by clicking on any phone number, saving time and improving call efficiency.
Instant screen pop-up: Incoming calls trigger screen pops with 360° view of the caller enabling quality interactions.
Call logs: With advanced features such as offline call logging and multi-call log option, agents can address the most important tasks first.
Schedule meetings: Seamlessly schedule a BT Cloud Phone meeting from within your Salesforce account.
Analytics: Get a deeper understanding of your team’s performance by creating customized reports and dashboards.
Access from anywhere: Connect on both Windows® and Mac®, using any popular browser.
Work the way you want: Work in Salesforce Classic or Salesforce Lightning UI.
Integrates with Salesforce app: Click to dial any number in the Salesforce1™ Mobile App to initiate calls using your BT Cloud Phone Mobile app
► Seamless integration with Salesforce
Integrating your BT Cloud Phone solution with everyday applications, such as Salesforce, allows you to automate tedious tasks, make your workflows more efficient, and offer your customers a superior experience.
► Streamlined business communications
BT Cloud Phone for Salesforce reduces the need for agents to switch between multiple devices and applications to access key business functionalities to accomplish their daily tasks.
► Exceptional customer experiences
Access to key customer information and call history allows agents to deliver timely and personalized customer experience.