Features:Unaric Voice for Microsoft Teams

Microsoft Teams Phone Integration for Salesforce

Make and Receive Teams Calls On Salesforce

Manage inbound and outbound calls directly inside Salesforce.

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Smart Caller ID

See who's calling and automatically surface relevant Salesforce record details.

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Teams Mobile Add-In

Teams add-in supports mobile and logging calls, including the Salesforce phone directory in Micorsoft Teams.

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Automatic Call Logging

Generate detailed call records automatically, including durations and call metadata.

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Automatic Record Creation

Create cases, leads, or contacts automatically during inbound calls for seamless workflows.

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Send SMS

Send outbound SMS manually or via automated workflows.

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Click-to-Dial

Call any phone number in Salesforce with a single click, regardless of format.

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Manual Dialing On Keypad

Enter phone numbers directly in the built-in SoftPhone from any Salesforce window.

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Call Recording

Link call recordings from Microsoft Teams or Call Cabinet to Salesforce.

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High Velocity Call Handling

Support high-velocity sales and customer service motions with integrated outbound tools.

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Smart Assignment

Automatically assign calls to the right records in Salesforce without manual effort.

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Advanced Search

Search in the Office 365 directory, Salesforce user lists and queues.

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Power Dialer

Automate call campaigns with workflows, reminders, and detailed reports.

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Call Wrap-Up

Set call outcomes with picklists, multi-language options, and wrap-up timers.

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Custom Call Records

Use custom record types and page layouts for call activities.

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Listen In / Join Call

Supervisors can listen in and join phone calls as required.

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Input Call Notes

Capture notes during calls with configurable fields and required input options.

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Log Calls During Absence

Log inbound calls to direct extension numbers when a user is logged out of Salesforce.

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Missed & Unanswered Logging

Track missed and busy calls automatically, with optional email notifications to agents.

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Log Lost Calls in a Queue

Log caller details when a caller terminates a call while waiting in a queue.

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Select Phone Lines

Select a phone line or queue for outbound calls.

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Live Agent Dashboard and Wallboard

View details about call performance, presence states and ongoing Microsoft Teams calls in one place.

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Presence State

See who's available, who's on a call and who is engaged to optimize call operations.

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Multi-Language Support

Use the SoftPhone in 11 languages with multilingual help.

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Prebuilt Reports

Access ready-to-use Salesforce dashboards powered by call activity data.

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If you’re interested in learning more about Unaric and our applications, please get in touch.

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