Features at a Glance
Video & Voice
Make and receive video and audio calls originated from within Salesforce accessing names and phone numbers, to place outgoing calls and to identify inbound callers.
Click to Call from any phone number field in any Salesforce object and increase SDR calling efficiency by 20% over manual dialing.
Tired of the time it takes to leave voice messages and, after multiple calls, do voice messages start sounding tired? Voicemail drop lets users re-capture time by selecting a message to deliver in the background while disconnecting from one call and moving onto the next call while the best recorded message remains fresh from the first call in the morning to the last call of the day. Make more calls in less time while delivering the best messages every time and updating the Salesforce Activity History in the background using Voicemail Drop!
These standard communications systems functions are available for both one-on-one and conference calls.
Make and receive video and audio calls originated within Salesforce accessing names and phone numbers, to place outgoing calls and to identify inbound callers.
Dramatically simplify the process of putting call notes into Salesforce, whether you’re on the go or sitting still, your dictated speech call notes are converted into written call notes which are recorded in the relevant Salesforce record.
Capitalize on higher response rates and faster interaction with Leads and Contacts using CloudCaller.io’s built in SMS. Simply send and receive SMS from within Salesforce viewing active conversations with highlighted notifications for newly received texts and messages captured in the corresponding Activity History.
Receive and play voicemails, with email notifications of new voicemail messages.
Capitalize on higher response rates and faster interaction with Prospects, Leads and Clients using CloudCaller.io’s built in SMS. Simply send and receive SMS from within Salesforce viewing active conversations with highlighted notifications for newly received texts and messages captured in the corresponding Activity History.
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Leveraging standard Salesforce templates simplify message creation and eliminates exchanging data with other externally hosted applications.
Leverage Flows for Unattended SMS. Working with Process Builder, define standard business flows to automatically send SMS based on changes within your Salesforce platform.
Salesforce & Twilio
CloudCaller.io can be installed, implemented, and supported remotely, and all users can access the application for communications with others from the privacy of their home office, on an in-person basis or in some combination thereof. For more see a recent case study.
CloudCaller.io is built on the best of enterprise grade security built into Salesforce and Twilio to provide you with the most secure Unified Communication System in the marketplace for video, voice and text messaging, all with robust hosting in the Cloud by Salesforce and Twilio to handle any and all on going activity as well as surges in customer usage.
Logs video and audio calls and text messages into Salesforce records, Activity Histories, Reports, and Dashboards as a native application running entirely on Salesforce providing high levels of security relative to important prospect and customer data without instead of having the time delays common to external call and messaging management applications using emails, batch updates, and APIs to exchange data from their platform to your Salesforce org.
Provides in-call and post-call access to update Subject and Comments while providing customizable picklists for both the Subject and Call Result fields to improve data consistency for reporting and analysis, with call notes posted to all Salesforce standard and custom CRM objects.
CloudCaller.io’s high quality connectivity is built on Twilio’s market leading global communications platform with crystal clear quality in calls, and with ongoing technology advancements benefitting CloudCaller.io users in the form of automatically providing users with new features, functionality, and performance improvements in communications technology. Twilio pricing is highly competitive, and is usage based; you only pay for what you use.