Input Call Notes in Salesforce
Capture key insights and context during the call directly in the SoftPhone, with notes saved to the activity log.
Take Notes in Real Time
Unaric Voice for Microsoft Teams allows users to take notes during an active call using the built-in notes field within the CTI SoftPhone interface.
Whether you're confirming details, gathering requirements, or noting objections, you can enter call notes without switching tabs or waiting until after the conversation.
These notes are saved directly to the Salesforce activity record, giving your team instant access to accurate, time-stamped call context.
Reduce Post-Call Work
By enabling note-taking during the call, Unaric Voice for Microsoft Teams minimizes after-call work.
When the call ends, users can quickly add a call result or next steps without needing to retype everything they just discussed.
Notes captured during the call are preserved, ensuring nothing is lost during wrap-up and follow-up is timely and informed.
Visible Across the Team
Once saved, call notes become part of the Salesforce task record and are accessible to anyone with the right permissions.
This ensures that team members handling follow-ups, escalations, or account management have full visibility into what was discussed. Notes provide the necessary context to continue conversations smoothly and professionally - even across departments.
Customizable and Reportable
Because notes are stored within the Salesforce activity object, they can be surfaced in dashboards, reports, or workflows.
Admins can configure fields or automate actions based on keywords or presence of specific notes. This turns note-taking into more than just documentation - it becomes a driver of process automation and performance insight.
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.
