Legal firms in the UK tend to use iManage for their legal document workflows and case management. MS Teams offer a deep integration with iManage and one of our large customers is looking to move message and video to Teams because of this integration
We currently use a lead software Lead Docket and Filevine is our case management software. It would be great if we can call from LD or FV and it be documented in the software for accountability.
Sales Force Customer Data Pop Screen when answering parked call on Custom Park Lines
Many calls come in from the queues, but a lot are also parked on custom park lines. the Sales Force adaptor doesn't allow for those parked calls to screen pop in SF with the customer information making extra steps for the agents, all calls should ...
Setting up Zapier between our CRM and Ringcentral, I noticed it showed Voicemail: Available but not shown. I wonder if there would be a way to have the transcription to be available in order to write a note or log a call in our CRM with that text....
Pass Caller ID (ANI) & Phone # Dialed (DNIS) data through CTI integration.
Pass the Caller ID (ANI) & Phone # Dialed (DNIS) data through CTI integration. Specifically with Salesforce CTI integration & call logging, other RC data is passed into Salesforce task fields like call duration, call direction, call result...