Smart Caller ID in Salesforce
Instantly identify incoming callers using Salesforce records, surfacing names and profiles for immediate context.
Automatic Caller Recognition
Unaric Voice for Microsoft Teams instantly identifies incoming callers by matching phone numbers to existing Salesforce records.
Whether the contact is a lead, opportunity, or account, caller names are displayed the moment the call connects.
For known contacts, their full profile is surfaced directly within the Unaric Voice add-in - no more guesswork or switching tabs to find out who’s on the line. This helps reduce call prep time and enhances customer engagement from the very first "hello."
Integrated with Salesforce
Smart Caller ID pulls real-time contact information directly from Salesforce, ensuring agents always have the latest customer details at hand. For recognized contacts, call modals show not only the name but also call queue information and related account data.
If the number is unknown or not yet matched in Salesforce, Unaric Voice for Microsoft Teams flags it as “External” or “Anonymous,” prompting teams to create or update records post-call. This leads to better data hygiene and richer contact history over time.
Unified Across Devices
Smart Caller ID works consistently on both desktop and mobile (iOS and Android). When receiving a call, the Unaric Voice for Microsoft Teams modal displays the caller name (when available) in tandem with the Microsoft Teams pop-up.
For calls answered on mobile, the call details still sync with Salesforce and are preserved in the call history, ensuring no gaps in data across devices. Whether at your desk or on the move, Smart Caller ID keeps you informed and in control.
Surface Call History with Names
Unaric Voice for Microsoft Teams doesn’t just identify callers in real-time - it also enhances your call history.
All known numbers are stored with the contact name from Salesforce, replacing bare phone numbers with meaningful identifiers. For unknown numbers, the history logs label them as “External” or “Anonymous” as appropriate.
You can filter, search, and redial easily, with names always front and center. This smart organization helps teams track conversations more effectively and follow up faster.
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.
