| Supported Languages |
Supported Countries |
Price |
| English |
US |
Varies |
Enhance the customer experience and increase user productivity with the C1 Salesforce integration
Access customer information quickly and efficiently with C1's Salesforce integration. Automatically display contacts, opportunities and other objects using a phone number, email address, or name. C1 also stores specific call information to Salesforce records, and provides you with the ability to click on a phone number in a Salesforce record to make an outbound call.
Features
- Click-to-Dial: Enable users to dial phone numbers directly from Salesforce records (e.g., Leads, Contacts, Cases), eliminating manual dialing errors and speeding up call handling.
- Screen Pop-Ups: Automatically display customer information on incoming calls and provide real-time insights into customer history, previous interactions, and open cases or opportunities.
- Call Logging & Auto-Recording: Logs call details (date, time, duration, call notes) automatically as a Salesforce activity for a complete history of every interaction.
- Softphone Integration: Make and receive calls, place calls on hold, conference and transfer calls right from within Salesforce using the C1 Fabric in app experience.
- Call Disposition & Notes: Record call dispositions as well as any user notes for each call within Salesforce, to help track customer interactions and follow-ups.
Prerequisites
Security and Compliance
