It’s all right there. Every call, every time.
Better Customer Service
Since all of your client’s account history is saved in Salesforce, wouldn’t it be useful to have that information at your fingertips the moment when a client calls?
Just think of all the different ways there are to personalize each client interaction when you don’t have to hunt for information.
Instead of saying, “Hello, how can I help you?”, you can instantly see all of the caller’s important information on a screen- popup and provide something truly personalized like: “Hello, Mr. Vance, thanks for calling in today. I see you recently spoke with us about purchasing a new refrigerator. Would you like more information on our top models, or is there something else I can help you with?”
See the difference? Coming to every conversation armed with all the information available means your sales team can spend less time discovering, and more time actually selling.
Easier Data Management
When you manage all your call data directly through Salesforce, it’s more convenient and accurate than ever to track leads, marketing campaign results, regional patterns, and everything else on your account.
Do you want to know how varied strategies are serving your needs? Simply assign a different phone number or extension to each campaign or geographic area you’re targeting, and your phone system will feed your call info directly into Salesforce.
That’s all your tracking and engagement data in one place instead of needing to be manually looked up and categorized.
Increased Performance Analytics
One of the primary benefits of a modern phone system like FluentStream’s is that we give you access to infinitely more analytics and reporting than old analog lines. Depending on what’s important to your business, you can monitor:
- Calls/Missed calls totals
- Calls per agent
- Average call times
- Performance trends throughout the day/week/month
- How well each agent is performing over time
Now, integrate all that reporting power directly into your Salesforce account, and you have the most efficient way possible to track your team’s performance and identify coaching opportunities.
Not All Phone Systems are Created Equal
Integrating Salesforce with your phones is obviously quite powerful, and that’s why it’s not possible with just any system. You need cloud-hosted communications with the reliability and expertise to meet your company’s unique needs.
However you use Salesforce, FluentStream’s integration can connect your account with your phone system so that data from every call is captured and every customer gets the best experience possible.
To learn more about the benefits of plugging your phone system directly into Salesforce, contact us at [email protected] or by calling 303-462-5683
and selecting Option 1.