NV Connect Salesforce
Bring Salesforce to Your Contact
Center or UC Workplace with
NV Connect Salesforce
Enable agents to make use of essential Salesforce CRM functionalities without having to switch from ACD workspace with NV Connect Salesforce. NV Connect Salesforce brings essential Salesforce functionalities including ScreenPop and Auto Interaction Logging into a compact widget within the ACD workspace, eliminating the need for screen toggling and saving agents’ time and effort on each interaction.
NV Connect Salesforce: A Must-Have
for Contact Centers
Single Pane of Glass View
Eliminate the need for screen toggling and bring in efficient workflows to the fold by bringing NV Connect Salesforce directly within the ACD or UC interface, providing agents with quick access to everything they need in one place.
Access to All Essential ACD Features
Don’t compromise on essential ACD features such as AI Agent Assist, analytics, and more with NV Connect Salesforce that eliminates the need for toggling to Salesforce CRM for customer information.
Increased Agent Efficiency
Enable agents to handle queries faster, delivering personalized service, and increasing first call resolutions by taking away the need for screen toggling between Salesforce CRM and ACD workspace.
Auto Screen Pop and Interaction Logging
NV Connect Salesforce can be configured to automatically pop up every time an agent connects with a customer and can also automatically log interactions from Email, Web Chat, Phone, social media etc.
NV Connect Salesforce vs. Other Solutions
NV Connect Salesforce
- Agent uses CCAAS/UCAAS workspace as the unified omnichannel workspace
- Full Access to All CCAAS/UCAAS features including Digital Channels, AI tools like Agent Assist, Interaction History , call controls, and all required Salesforce data
- Complete control over User Experience and Screen Real estate for the CCAAS/UCCAAS workspace
- Access to other apps and real-time statistics within the CCAAS/UCAAS workspace
- Option of Individual Salesforce Logins or a single backend login for all agents, potential saving on Salesforce License
- Agent spends maximum time within the CCAAS/ UCCAS workspace
Other Salesforce CTI Connector
- Agent uses Salesforce as the primary application with embedded call controls
- Agents work within Salesforce window, using Salesforce AI and features but limiting their access to essential ACD features.
- Limited Real estate within Salesforce for the embedded Call controls and other CCAAS / UCAAS features
- External apps, real-time statistics and reports are not available within Salesforce
- Every User requires Salesforce License and separate CTI connector installation and
license - Agent spends maximum time within Salesforce
Equipped to Streamline Tasks
and Save Time
Configurable Screen Pop
Configure NV Connect Salesforce to ScreenPop the information you want and when you want.
Global Search
Search contacts or accounts directly within NV Connect Salesforce and get quick access to all required information.
Automatic Task Creation
NV Connect Salesforce automatically logs calls after each interaction as soon as the call ends.
Create and Edit cases
Create cases or edit cases as per your need without having to switch to Salesforce.
Create/Edit Contacts or Accounts
Directly create or edit contacts or accounts from NV Connect Salesforce interface itself.
Cloud based
Experience more flexibility and reliability, increased performance and efficiency at lower cost.
Display Cases, Tasks and Opportunities
Access cases, tasks, and opportunities for each contact or account within NV Connect Salesforce.
Why Consider NV Connect
for Salesforce?
Improves Agent Efficiency
Streamlines Operations
Saves Time
Enables Optimized Performance
Ready for happier customers?
Schedule a demo today to learn how you can close more sales, retain more customers and get more referrals
