Even if your data is stored in the cloud – with XPhone Unified Communications, all contact data is available for each individual communication process. Incoming calls are not only directly identified, the exact data required by your employees is also shown – even before they actually pick up the receiver. Thanks to seamless integration, various Salesforce activities can be started directly from XPhone, e.g. setting up a new sales opportunity or lead.
Your employees can also access all Salesforce data on the move, while it is stored on your server securely and above all in compliance with data protection regulations. At the same time, Salesforce contacts are reliably identified on the smartphone.
Please note: The functionality available varies depending on whether you are using Salesforce Classic or Lightning Experience. If you have any questions about the specific functionality, our certified sales partners will be happy to help.