8x8 for Salesforce

Highlights

• Out-of-the-box integration with minimal setup required.
• Screen-Pop and Contextual Information: Automatically retrieve and present Salesforce records upon initiating or receiving an interaction, offering agents invaluable context, including past call history, to enhance customer interactions.
• Interaction Logging and History: Effortlessly record interactions upon completion, accurately linking them to the appropriate record and capturing vital data such as 'Call Duration,' 'Call Recording,' and 'SMS Transcript'.
• Automated Record Creation: Automatically generate new records when no match is detected, boosting agent efficiency and ensuring a constantly updated customer relationship system.
• Click to Call: Streamline call initiation by simply clicking on a phone number within Salesforce, eliminating the need for manual entry and saving valuable time.
• Embedded experience: Handle interactions directly within the Salesforce interface, streamlining workflows and enabling agents to operate from a single pane of glass.
• Configuration and customization: Configure CRM Integration workflows via a self-service administration portal.