Make and Receive Teams Calls On Salesforce
Manage inbound and outbound calls directly inside Salesforce.
Smart Caller ID
See who's calling and automatically surface relevant Salesforce record details.
Teams Mobile Add-In
Teams add-in supports mobile and logging calls, including the Salesforce phone directory in Micorsoft Teams.
Automatic Call Logging
Generate detailed call records automatically, including durations and call metadata.
Automatic Record Creation
Create cases, leads, or contacts automatically during inbound calls for seamless workflows.
Send SMS
Send outbound SMS manually or via automated workflows.
Click-to-Dial
Call any phone number in Salesforce with a single click, regardless of format.
Manual Dialing On Keypad
Enter phone numbers directly in the built-in SoftPhone from any Salesforce window.
Pop-Out SoftPhone
Use the SoftPhone on separate Salesforce screens for easy access.
Click On Email to Dial
Make internal calls with a single click on an email address in Salesforce.
Call Recording
Link call recordings from Microsoft Teams or Call Cabinet to Salesforce.
High Velocity Call Handling
Support high-velocity sales and customer service motions with integrated outbound tools.
Smart Assignment
Automatically assign calls to the right records in Salesforce without manual effort.
Advanced Search
Search in the Office 365 directory, Salesforce user lists and queues.
Power Dialer
Automate call campaigns with workflows, reminders, and detailed reports.
Call Wrap-Up
Set call outcomes with picklists, multi-language options, and wrap-up timers.
Custom Call Records
Use custom record types and page layouts for call activities.
Listen In / Join Call
Supervisors can listen in and join phone calls as required.
Input Call Notes
Capture notes during calls with configurable fields and required input options.
Log Calls During Absence
Log inbound calls to direct extension numbers when a user is logged out of Salesforce.
Missed & Unanswered Logging
Track missed and busy calls automatically, with optional email notifications to agents.
Log Lost Calls in a Queue
Log caller details when a caller terminates a call while waiting in a queue.
Select Phone Lines
Select a phone line or queue for outbound calls.
Live Agent Dashboard and Wallboard
View details about call performance, presence states and ongoing Microsoft Teams calls in one place.
Presence State
See who's available, who's on a call and who is engaged to optimize call operations.
Multi-Language Support
Use the SoftPhone in 11 languages with multilingual help.
Prebuilt Reports
Access ready-to-use Salesforce dashboards powered by call activity data.
Would you like to speak to one of our team?
If you’re interested in learning more about Unaric and our applications, please get in touch.
