Join Client Instant Access & Omnigage at the Javits Center on Wednesday, December 18 and hear how our Trailblazers are disrupting industries, shaping the future and transforming the world around you!
Explore the path between today’s communications technology and engage with the latest multi-channel innovations, including CTI connectivity, incoming call notifications, SMS and more. Learn how these solutions help create a complete view of your customers, connect to customers using intelligence, and work together- faster than ever before.
Look forward to seeing you there!
Client Instant Access’ Integrated CRM Dialer allows users to utilize click-to-dial technology in order to make many calls quickly. It is an efficient integrated CRM Dialer App that helps users manage their client lists in a comprehensive and organized interface within Salesforce.
Our CRM Dialer can be incorporated with many popular CRM’s, including Salesforce. Using our Salesforce integrated dialer users can have a visible CIA sidebar in all Salesforces pages. Our native CRM Dialer has many features that make it a top choice, and combining it with Salesforce as an Integrated CRM Dialer enhances its power and versatility.
Our Integrated CRM Dialer is a clear leader in multiple industries for its efficiency: with note-taking features and manageable contact lists, users can keep track of their customers and understand their trends more easily. Salesforce productivity apps like our Integrated CRM Dialer enhance the CRM experience by offering a level of customization that other telecommunication companies cannot.
As a provider of choice for 23 years on Wall Street, high call quality has become a standard of Client Instant Access’ operation. With less latency and fewer dropped calls, our secure lines will help you hear your calls clearly so you can work efficiently. The CRM Dialer also has a record-keeping feature that helps organize client calls and hit and miss rates for calls, directly on Salesforce. This will allow your CRM Dialer to keep exact track of workplace efficiency.
The fact that our Integrated CRM Dialer has the versatility to work seamlessly with Salesforce is a vital part of what makes it an invaluable tool to businesses in all industries. Whether you are in the financial, entertainment, legal industries, to name a few, the Integrated CRM Dialer is a necessary tool for time-efficient, productive work.
Client Instant Access has once again jumped ahead of the pack by introducing the CANDI Sidebar for the Lightning Experience. The open CTI allows users to one-click dial any phone number in their Lighting Experience pages. Users have the ability to speak with any live answers and have the interaction recorded in Salesforce. Since 80% of calls go to voicemail users can create and drop a pre-recorded message and move on to the next contact. All notes, call times, and the message delivered are automatically saved in Salesforce freeing up valuable time for the chance at a live interaction. Call records are easily accessible on the contact page. Users see all interactions with contact and can populate follow up call times and other valuable information in the Lightning Experience.
Client Instant Access CANDI Sidebar for the Lightning Experience has saved users hours a day. From law firms, financial institutions to healthcare recruiting CANDI Sidebar for the Lightning Experience has set the standard for communications.
Part 1 in a 4 Part Series
In the coming weeks, we will discuss the strengths and weaknesses associated with various engagement tools that businesses use today including voice, email, SMS, and social media. This debate has been at the center of business communications for years now and has companies wondering how they can make their operations more efficient and stay close to their clients. Client Instant Access has for nearly two decades offered advanced tools and services to allow organizations to deploy voice communications rapidly and efficiently with large groups of people.
There has been a growing battle between SMS, email, and voice in the business world over the past 20 years. As technology becomes more ubiquitous in business, this debate continues. According to Salesforce, on average, business people send and receive 115 emails per day. Although there are a number of benefits to email and electronic engagements, we feel that there are many advantages offered by voice communication.
In another study conducted by Salesforce, they measured the response rate of a phone call versus an email. The phone call marketing ultimately reached a rate of 8.21%, which dwarfed that of the emails, which was 0.3%. Statistics like this suggest voice’s supremacy over text. However, electronic communications can reach a wider audience, but is it as effective?
Using Client Instant Access’s Integrated CRM Dialer, users can click-to-call people on contact lists. The speed of using an automated dialer to contact large numbers of a client allows any organization to realize maximum efficiency and embrace larger numbers of customer engagements.
Blast Voicemail with the CIA has a similar benefit and may reach an audience as quickly as email/SMS. Serving the same function as a blast email, users drop a personally recorded message into everyone in a contact lists’ voicemail. This allows professionals to quickly and personally get in touch with hundreds and potentially thousands of people without having to speak with each individual.
In the coming weeks, we will feature additional articles that examine the pros and cons of voice communications, SMS, email, and social media.
Connecting with clients through Salesforce has never been easier or more efficient
Salesforce is the most ubiquitous customer relationship management software in use today. It enables users to generate leads, to manage data, and to analyze customer activity. But its most basic and important utility is to provide a platform to connect with customers and maximize the impact of the communication. How did Client Instant Access improve on this industry standard?
We made it even easier and more efficient to communicate with customers through Candi, a revolutionary application for Salesforce that provides clients with detailed reporting functions, powerful options, and comprehensive compliance coverage. Client Instant Access saw the challenge clearly: Salesforce users needed an application with an interface and a set of tools to quickly and simply manage their customer base and connect to clients with just one click. Ease of use is perhaps Candi’s most potent attribute.
Using an open CTI, Client Instant Access built a system to integrate with Salesforce Call Center to allow for “one-click” dialing to all Salesforce pages (Accounts, Contacts. Service Tickets, etc.) There is no need for additional list creation. Users have the ability to create and drop a pre-recorded message to a voicemail box. All calls are reported in Salesforce and include important data points such as time of call, length of call, a “live answer” notation, and the name of the message left. Users can write notes after a call and the information is saved in the Salesforce records.
The seamless integration of Candi in the Salesforce sidebar means that the rich functionality that users have come to expect from Client Instant Access remains intact. Candi is among our most intuitive applications and our clients have reported enormous satisfaction with the tools it provides. And because Candi is SOC 2 Certified, it can be used in multiple fields, including health care, finance, law, and education.
Explore the possibilities of the Candi Sidebar application for Salesforce today. For more information, contact Client Instant Access at 973-439-0088 or visit callcia.com