RYE BROOK, N.Y.--(BUSINESS WIRE)--Broadview Networks®, a leading cloud-based provider of communications and information technology services, has integrated OfficeSuite®, its award-winning, cloud-based business phone system, with Salesforce.com®, the leading customer relationship management (CRM) program for businesses of all sizes. Salesforce gives businesses the tools they need to immediately improve customer relationships while increasing employee productivity. OfficeSuite® gives businesses the tools to unify communications and provides features for a mobile workforce, allowing businesses to function at optimum efficiency. With this newly integrated OfficeSuite® and Salesforce offering, users can take advantage of the power of both of these dynamic platforms.
Organizations can connect Salesforce to OfficeSuite® and incoming calls will immediately show screen pop-ups displaying information such as the caller’s name, title, company, phone number, email address and notes from past conversations. Call logs are automatically displayed in Salesforce, and employees have the ability to add notes to each interaction for future reference. By enriching the customer data and providing employees with vital caller information, any organization can improve its customer relationship and experience. Managers also have the ability to track employee activity and create detailed reports. This application is ideal for mobile employees to link the data in their Salesforce database with the power of a cloud-based communications system.
“The OfficeSuite Salesforce Connector from Broadview has saved our team a tremendous amount of time,” said Seth Sarelson, Chief Operating Officer of RevTrax, a marketing technology company that drives and measures in-store sales through secure, personalized digital coupons and offers. “The automation tools have allowed us to become more productive, and it was very simple to set up.”
As a completely cloud-based solution, this upgrade provides Broadview customers with the flexibility to connect to Salesforce using their OfficeSuite® desk phone, PC softphone, and mobile devices via Android™ and iPhone® softphone applications. This new offering is available to current and new OfficeSuite® customers. The setup process is quick and easy, with no local software to download and no installation charges. The seamless integration encourages sales teams to use Salesforce to its full potential, maximizing the results of every customer and prospect interaction.
OfficeSuite® Salesforce CRM Connector provides:
- Instant screen pop-ups with vital caller information, allowing employees to better assist customers and prospects.
- Click-to-dial capability from within Salesforce.com, which reduces misdial occurrences and improves accuracy.
- Selective matching for incoming calls, with multiple records to save employees time and increase their productivity.
- The ability to add notes to each interaction, which improves the level of service provided to the customer.
- The ability to log calls with timestamps and create reports based on incoming and outgoing phone calls, for full visibility into an organization’s operations.
“Our goal with this offering is to help companies more easily and efficiently communicate with their customers, partners and employees,” said Ken Shulman, Broadview’s Chief Technology Officer and Chief Information Officer. “While our initial development was for our own sales teams, the Salesforce CRM Connector provides the power to deliver features that are valuable to anyone who is a user of Broadview’s OfficeSuite and Salesforce’s CRM product. So it was a natural evolution to offer the product to customers who want to take advantage of the integrated solution. We strive to continually deliver the latest cloud technology to those same customers in an easy-to-use format that will deliver measurable and rapid results.”
See how OfficeSuite® integrates with Salesforce.com.
View a free live demonstration.
About Broadview Networks® www.broadviewnet.com®
Broadview Networks is a network-based business communications provider serving customers with local and long-distance voice and data communications, premises-based and patented hosted VoIP systems, data services and a full suite of managed and professional services. It also provides an innovative portfolio of bundled, hosted IP phone and cloud computing services designed to meet the unique application requirements of diverse workforce groups. Its customers benefit from award-winning customer service, including a Web-based account management tool and a primary point-of-contact for real-time, personal customer care.
