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CTI Software & TAPI with Salesforce
More effective work. Improved customer service.

As well as important standard features such as a presence display, chat for easy collaboration between employees and hotkey dialing, the focus is on a personal customer contact. Background information about the customer is made available and the contact history as well as memos are displayed or recorded.

 

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All advantages at a glance
No more barriers

No more barriers

View the ProCall call window with the desired customer information without interrupting the active application on the PC

Fast information access

Fast information access

Call up customer data in Salesforce with a click of the mouse from the ProCall call window, journal or contact search.

Call immediately

Call immediately

Dial from the Salesforce contact data

Use contacts

Use contacts

Transfer of contact data from Salesforce to Outlook contacts

Simple editing

Simple editing

Transfer memos from the estos call window to the telephone activity of Salesforce CRM

Separate replicator

Separate replicator

Replication and preparation of the Salesforce contact and master data with MetaDirectory.

Intelligent search

Intelligent search

Web-based contact search via the central MetaDirectory with extended display of the most important customer master data from Salesforce CRM.

Individualization

Individualization

Individual adaptations on request

Rely on support 

If required, we offer you professional technical support with our "ERP/CRM Integration". This package includes, among other things, a list of concrete requirements and a check for feasibility. The setup of the MetaDirectory import replicator is also part of the service, as is the display of five user-defined fields.

Are you considering making use of this package and want to get more information?

Contact us

Are you interested in a Salesforce integration with estos?
Then contact us. We are happy to help. 

Contact us

 

Do you want to first find out more information about Salesforce?

Salesforce website