Customer Lookup & Screen-Pop
2Ring can use any information provided by the caller (E.g. MemberID) or available about the call (e.g. ANI – caller’s phone number) to lookup matching accounts (contacts, or leads) and then let the agent decide what should happen next, or even automatically take the agent to the caller’s profile in Salesforce® and even pre-create a new interaction history activity record, prefill fields under a new case, a new opportunity, or prefill some fields for the agent to create a new contact in Salesforce.
Customer Identity’s Transfer
If multiple agents take part in a call, the identity of the customer can be passed along the call to the other agent so that it is not necessary to identify the customer again.
Call Control in Salesforce
2Ring soft phone client provides agents with details about incoming call. Agents can review CallVariables, perform all call related actions right there on the Salesforce® screen, and even select their wrap-up code. Access to an external address-books with click2dial capabilities is a must for consults and transfers. On top of that, it is possible to also display a list of speed-dial buttons for frequently used transfers.
Click2Dial from Salesforce
Agents can click on a phone number in Salesforce® to dial it out or to edit the number before it gets dialed out. Automation options are available for outbound calls as well – for calls dialed out using an automated dialer (campaigns)*, and also for manual dials by agents. Placing an outbound call triggers a creation of an activity item on the contact. Outbound calls are usually tracked in Salesforce
* Dialer-invoked outbound calls are like inbound calls with the small difference that the customer’s identity is already known. This means that a single match is always expected, and the agents are usually not required to verify the caller.
Activity Tracking / Interaction History / Prefill Fields
Eliminate double entry of data. Once a caller is identified, let 2Ring pre-create a new interaction history activity record, automatically prefill certain fields under a new case/opportunity or prefill some fields for the agent to create a new contact/account in Salesforce®.
Some remote systems can invoke workflow events directly from their own native screens. The workflow events are then handled by the workflow engine running in the Dialog Gadget. These are the most complex scenarios that can orchestrate and simplify work between multiple systems. To give you a sample scenario, an agent is working on an account in ServiceNow®. Clicking the ‘Request Consultation’ button in the ServiceNow application triggers an event handled in 2Ring Dialog Gadget. The workflow engine then creates a new Task in the Salesforce® application requesting a consultation for the customer.
Use Native Cisco Finesse Tools
Agents are still able to access any of the native gadgets in Cisco Finesse® – to have a full visibility for their personal interaction history, state history, and many other contact center metrics. Learn more about what Cisco Finesse can do for your agents and supervisors here.
Integrate Salesforce with CUCM
Automation is also available for back-office workers who are not Cisco® Contact Center agents, click here to learn more about our Salesforce® integration for CUCM (Cisco CallManager) via 2Ring Phone Services.