MultiLine for Salesforce Lightningmoviuscorp.com/wp-content/...Salesforce-Lightning-.pdf ·...
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Enhanced User Experience Users can make and receive calls and texts and access core business phone functions without ever having to leave Salesforce so they can spend more time closing deals and less time navigating tabs. Optimize your CRM experience, streamline workflows, and increase productivity with seamless integration between your MultiLine solution and Salesforce. Automatic logging inside Salesforce CRM unlocks productivity, fosters deeper client relationships and powers communications data insights. With MultiLine for Salesforce, sales teams, wealth managers, and financial advisors benefit from an unmatched user experience – all business conversations through the MultiLine app are automatically captured and logged inside the Salesforce CRM. Solution Brief | MultiLine for Salesforce Highlights Auto-Data Capture A record of all calls and messages from MultiLine is instantly captured and logged automatically within the CRM, eliminating manual entry and providing users complete visibility into client interactions. Productivity and Compliance Automate daily tasks with quick- reply texts and the ability to add notes during or after calls. Supports MultiLine’s compliance features including voice and text recording, lexicon and SMS opt-in. © 2020 Movius Corp. All rights reserved. For more information, visit www.moviuscorp.com.
Transcript of MultiLine for Salesforce Lightningmoviuscorp.com/wp-content/...Salesforce-Lightning-.pdf ·...
Enhanced User Experience Users can make and receivecalls and texts and access corebusiness phone functionswithout ever having to leaveSalesforce so they can spendmore time closing deals andless time navigating tabs.
Optimize your CRM experience, streamline workflows, and increase productivity with seamlessintegration between your MultiLine solution and Salesforce. Automatic logging inside SalesforceCRM unlocks productivity, fosters deeper client relationships and powers communications datainsights.
With MultiLine for Salesforce, sales teams, wealth managers, and financial advisors benefit froman unmatched user experience – all business conversations through the MultiLine app areautomatically captured and logged inside the Salesforce CRM.
Solution Brief | MultiLine for Salesforce
MultiLine for Salesforce
Sales Cloud
Highlights
Auto-Data Capture A record of all calls andmessages from MultiLine isinstantly captured and loggedautomatically within the CRM,eliminating manual entry andproviding users completevisibility into client interactions.
Productivity and ComplianceAutomate daily tasks with quick-reply texts and the ability to addnotes during or after calls.Supports MultiLine’s compliancefeatures including voice and textrecording, lexicon and SMS opt-in.
© 2020 Movius Corp. All rights reserved.For more information, visit www.moviuscorp.com.
Call and text directly in CRMAll numbers become clickable. Simply clickon the contact number and you have theoption to call or text using the built-inMultiLine widget.
Quick-reply texts and Out-of-Office Easily customize and add quick-reply texts. Set up your MultiLine to have an out-of-office reply.
Auto-data captureAll calls and messages from MultiLineautomatically get logged and captured inCRM.
Capture call notes Add notes directly in the call window.After saving, you will notice that the calllog details are automatically filled andnoted in the activity timeline.
How it works
MultiLine for Salesforce is designed to effortlessly integrate clientcommunications into your key Salesforce workflows to help improveemployee productivity, enhance customer experience, and boostyour bottom line. Currently supports Salesforce Sales Cloud and Salesforce Lightning Experience.
© 2020 Movius Corp. All rights reserved.For more information, visit www.moviuscorp.com.
Solution Brief | MultiLine for Salesforce
