Unified Agent Edition
Fully integrated solution for companies using Salesforce.com and looking to unify business communication.
Premise Only: $6995 One-time Price
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- Integrated Call History and Recordings
- All calls to CRM customers are automatically attached to individual contact or opportunities inside your CRM. Record a call, and have that recording automatically attached to the appropriate CRM record.
- Improved Screen Pops
- Get customer information before you need it. By the time you answer an incoming call, UAE will auto-launch all matching CRM records.
- Deal Size Alert
- Without launching your web browser, you can easily know who’s calling before you answer. See their company name, and the size ($) of the opportunity.
- Lead Management Reporting
- Don’t lose business with aging leads. Pre-configured reports can instantly tell you how well your business is responding to new leads or identify leads being neglected.
- Account Owner Routing
- Customers/prospects are routed to their account owner every time. No more holding and transferring sales or support calls to the proper agent.
- Click to Call
- Call any number listed in your CRM with a simple click of the mouse. PBXtra will automatically dial, connect the call, and log that call in the CRM system.
