trixbox Pro Unified Agent Edition: Seamless Salesforce integration

Combining the features of your phone and CRM system can be a powerful tool in improving the effectiveness and efficiencies of your sales or service organization. By linking trixbox Pro with your Salesforce.com CRM system, you not only empower agents with important caller information and productivity improvements, but you empower managers with greater visibility into their entire organisation.

trixbox Pro Unified Agent Edition (UAE) provides seamless out-of-box integration with Salesforce.com, and whether you manage a sales or customer service organization, trixbox Pro UAE is guaranteed to improve productivity for agents, increase agent accountability, and give managers new insight into their organizations.

Want to know who your reps are calling? Want to know how many times your reps have called your customers or for how long they spoke? With trixbox Pro Unified Agent Edition, now you can!

Increase Productivity

trixbox Pro Unified Agent Edition (UAE) features such as Deal-Size ($) Alert, Improved Screen Pops, Click to Call, and integrated call recording increase agent productivity so they spend less time researching and more time closing.

Increase Agent Accountability

Because call logging is automated with Fonality trixbox Pro Unified Agent Edition, managers have clear visibility into their agents’ activities. Managers can easily view an agent’s calls back and forth with contacts, call back times, and recordings to determine how effective an agent is. With this integrated call and opportunity data, the possibilities are endless.

Management & Reporting Features

With integrated call and contact information stored in the CRM, managers now have access to better reporting and can manage their agents more effectively. trixbox Pro UAE gives managers the ability to view average call-back time, average days to conversion, average calls to conversion and more, all by agent, team, and account! Management

Increase Sales Activity

If you manage a sales team or organization, because trixbox Pro UAE is seamlessly integrated with Salesforce.com, agents are able to dial out directly from contact records and their call activity is automatically tracked and recorded. This provides dramatic productivity improvements over manual dialing and activity reporting, and because their activity is automatically logged you are given accurate assessments of agent and organizational sales activity, increasing overall agent accountability.

Improve Customer Service

Running a customer service department or organization means your main concerns are managing your customer calls efficiently and increasing overall customer satisfaction. With trixbox Pro UAE, by the time an agent even answers a service call they are provided relevant customer information which enables agents to handle calls with greater efficiency and in turn leads to improved customer satisfaction. And as a manager, with automated activity logging and advanced reporting options, you are given even greater visibility into your service organization allowing you to make intelligent business decision all meant to continually improve quality of service.