UNIVERGE BLUE® Extend CRM Integrations

Key features

• Click-to-call: Click on any contact to make calls using UNIVERGE BLUE CONNECT directly within Salesforce.
• Screen pops: Pull up existing customer records on incoming calls.
• Create records: Create new contacts and leads with just one click.
• Log calls: Quickly and easily take notes and log call details directly within Salesforce while on an active call.
• Combine with UNIVERGE BLUE® ENGAGE Contact Center: Further enhance productivity and customer engagement with additional functionality, available at no extra cost when you subscribe to both CONNECT and ENGAGE Contact Center ADVANCED or COMPLETE services

Benefits

• Increase productivity: Embed UNIVERGE BLUE CONNECT into everyday business applications to automate workflows and maximize employee efficiency.
• Drive customer retention and increase revenue: Combine powerful communication capabilities with relevant customer data to ensure sales and support teams have the right information at the right time.
• Streamline workflows: Save time from switching between applications, eliminate misdials, create contacts and leads with just one click, take notes on active calls, and more.
• Easy to use: UNIVERGE BLUE CONNECT for Salesforce is an easy to use and easy to deploy integration, with no heavy training or implementation costs.

Available for Salesforce Classic and Salesforce Lightning.  

Get The App

Must have active UNIVERGE BLUE CONNECT and Salesforce® Enterprise or Unlimited edition accounts to use this integration while in beta.

CHECK OUT THESE RESOURCES FOR MORE INFORMATION

CONNECT End-User Guide ENGAGE Admin-User Guide