Yes it does!
We know how frustrating clicking between apps can be, open this one to take notes, and that one to make a call, but with 8×8 Work for Salesforce, you never need to switch apps again. Ever.
The integration leverages your existing Salesforce investment by enabling 8×8’s powerful communications suite to effortlessly connect with your customers – right from within Salesforce.
You can automate workflows and redundant tasks, streamline work and drastically improve the experience for both your customers and your employees.
What are the benefits?
- Link calls to accounts, contacts, leads, opportunities and more
- Click to dial right from within Salesforce
- Receive screen pops with customer details for incoming and outgoing calls
- See other employees’ presence, chat and make transfers
- Record any conversation
- Create call notes to an account, contact, lead, or opportunity at any time
- Add follow-ups during or after a call
- Review “unworked” calls that need logging
- Search Salesforce for call related activity information and notes for any customer
- Automated call information logged with every call
- Automated attachment of recording links with every call