Make and Receive Microsoft Teams Phone Calls in Salesforce
Seamlessly make and answer Microsoft Teams calls directly within Salesforce, keeping all communication centralized and accessible.
Outbound Calling Made Easy
Use click-to-dial from contact, lead, account, campaign member, or activity records.
Agents can also dial manually via the built-in keypad from nearly any external application. Unaric Voice supports dialing from physical phones, automatically logging the interaction inside Salesforce.
Every call is tracked, timestamped, and linked to the appropriate record for full context and reporting.
Answer Inbound Teams Calls
Inbound Teams calls ring inside the Unaric Voice for Microsoft Teams SoftPhone when users are logged into Salesforce. Once answered, the SoftPhone automatically displays the matching Salesforce record for the caller - based on phone number - enabling agents to greet contacts with full context. All inbound calls are logged and stored against customer records.
Automatic Record Matching
Unaric Voice automatically identifies inbound callers by matching the phone number to existing records in Salesforce.
Whether it's a lead, contact, or account, the system instantly surfaces the relevant information inside the SoftPhone.
If there's a single match, it’s displayed immediately. If multiple records are associated with the number, a selection list is shown for the agent to confirm. This real-time context ensures agents are never flying blind when the phone rings.
Works with Existing Teams Setup
There’s no need to change your Microsoft Teams environment. Unaric Voice for Microsoft Teams uses your existing Teams Phone System license, numbers, and call routing configuration.
It works with both Microsoft Calling Plans and Direct Routing. This makes deployment simple and scalable - connecting Teams and Salesforce without disrupting your current telephony operations.
See Unaric Voice for Microsoft Teams in action
Input your details and one of our product experts will be in touch to arrange a demo. Your demo will include:
An overview of the core features and overall benefits.
A deeper dive into the challenges you’re facing now, and how Unaric Voice for Microsoft Teams can help.
A follow up email with helpful details and documentation to help you make an informed decision.
