The Best Call Center Software for Salesforce: Customer Activity Sync

Your company has a call center, and it’s time to shop for new call center software. But your company also uses Salesforce, and the new software needs to integrate with Salesforce. Customer Activity Sync is something you should be thinking about.

In this video, I cover what Customer Activity Sync is and how it can benefit your company.

Want my recommendations on the best call center software vendors? Click the button below and ask me today.

About Me

Mike Smith has been helping companies select the best telecom, WAN, security, and cloud services since 1999. He founded AeroCom in 2003, and has been the recipient of numerous business telecommunications industry awards, including being recognized as one of the top 40 business people in tech-heavy Orange County, CA. Follow Mike on YouTube, LinkedIn, Reddit and SpiceWorks.

Transcript

Your company is in the market for a new call center software, but you need the call center software to sync or integrate with Salesforce. Your big Salesforce shop. And you want those two to talk together? Well, one of the things, if that’s the case, one of the things you want to be looking into is customer activity sync within Salesforce. So let’s talk about that. My name is Mike Smith. I’m the president of Aerocom. Let’s put our heads together on this.

My recommendation

But first, if you’d like my recommendation on the best call center software vendors that your company should be quoting that integrate really well with Salesforce, reach out, send me an email or give me a call (714.593.0011). Join the thousands of other I.T. departments who have used me to help. There company make a lot better decision in a fraction of the time. Don’t call the companies directly, don’t Google it. You’re going to get way too high a pricing. You’re not going to see the right options. You might end up with a provider that’s got a really bad reputation. But it said, Contact me. I’ve been a broker for 20 years in this industry. I know the options inside and out based on your your company’s requirements. I’ll tell you which vendors your company should be quoting or introduce you to the best salespeople to work with at that vendor. I’ll get you a great demo, oversee the coding process to make sure your company gets the lowest pricing available that all my customers have access to. And on top of all that, I won’t charge your customer or your company anything for my services. The service providers actually pay me my broker fee so your company doesn’t have to pay me a dime. So there’s no excuse not to at least reach out and get my opinion on this stuff. I’d love to help you. That’s the reason why I do these videos. I love talking about the stuff. As you can see, I’ve got hundreds of videos out there, so send me an email, Give me a call. Let’s talk about it.

What is Customer Activity Sync

Okay. What is customer activity sync for Salesforce? it’s when someone from your company interacts with one of your customers that has a record in Salesforce, like, say they receive a call from or make a call to or interact on email or interact on SMS text messages or talk to them on website chat. Anything goes on like that. And that customer has an account already registered in Salesforce. It records that activity in the Salesforce record. So you can see every single interaction that’s taking place with that customer and what happened on that interaction and it’s all listed right there for you to see. So that’s what it is.

What are the Benefits?

The first benefit is that you’re just going to get more information because we all know agents or salespeople are having to do that logging manually, a lot of it’s not getting done. They’re not going to log every single interaction they had with a customer. They’re not going to log every single text message that got sent, every single email that got sent, every single phone call that took place. They’re just not going to do it. It takes too long. It’s too monotonous. They’re going to skip a lot of those. So you’re going to have less information as opposed to if it’s automatically logged. They don’t have to do anything. It’s automatically logged. So, if someone else is looking at that record, they’re going to see every single interaction that’s taking place automatically. You don’t have to worry about anybody not doing the logging themselves manually. And if you have more information, you’re going to have a better customer experience, so your customers are going to be happy. They’re going to be better taken care of by your company. You’re going to have things like better customer loyalty, you’re going to have increased sales, all kinds of good stuff.

The second main benefit is obvious Your contact center agents are going to be able to take more calls or make more calls. Your salespeople contact center agents if they’re spending less time doing wrap time, like typing in summaries and logging everything and doing a lot of typing. They’re not on the phone. So by doing all those men or doing all that, automatically they’re going to be able to be freed up to be talking to customers more. And when they’re talking to customers more, your company is making more money.

More Salesforce call center software features

 So that’s customer activity. Sync For Salesforce, it’s definitely something that you want to make sure your call center software vendors have. If you want them to be integrating with Salesforce, it obviously something to you want them to demo to see how it takes place. And oh, by the way, not only is it is it logged? Is there an AI call summary involved? Is there a call recording involved? All kinds of good stuff. So make sure it’s demoed for you. But there’s a lot of other good features that you want to also make sure are included with your Salesforce integration. And for that, reach out and contact me. Or if you just like my opinion on the best call center software vendors, your companies should be quoting and why?

Which cloud business phone systems should your company quote?

Reach out, send me an email or give me a call (714.593.0011). I’m a broker for all the major contact center software vendors in the marketplace. I’ve been doing this for over 20 years, so based on your companies requirements, I can definitely tell you which vendors your company should be courting, which ones you should avoid, who have a bad reputation, who integrates the best with Salesforce, all kinds of good stuff. Just join the thousands of other I.T. departments who have used me to help them make a lot better decision in a fraction of the time. And the nice thing is, I don’t charge your company a dime for my services because the service providers pay me so you don’t have to pay me anything. So there’s no excuse not to at least send me an email, give me a call, see what I have to say. So look forward to talking to you. Also, make sure you subscribe to the YouTube channel so you don’t miss any of my future videos that I put out every single week. And go check out our website, Aerocominc.com. Thanks for watching and I’ll catch you on the next on