CRM Integration

Pre-built Customer Relationship Management (CRM) integrations empower your agents to personalize omnichannel customer service. With these seamless, bidirectional CRM integrations, you’ll increase agent efficiency and independence by delivering a real-time 360-degree view of the customer.

CRM Integration Features:

  • Personalize interactions with context - Give agents a 360-degree view of the customer, including insights into previous interactions, regardless of channel. Synchronize interaction data and history, give agents insight into the customer's journey, tie back to voice call recordings, save and add comments to customer records
  • Increase agent efficiency and independence - A consolidated agent interface seamlessly integrates into the CRM system by streamlining omnichannel contact handling and shortening agent ramp-up and interaction handling times. Integrate contact center control, provide agents a consolidated interface, simplify omnichannel interaction handling
  • Deploy and maintain with ease - deploy an integrated solution in hours, not days or weeks. Download and apply updates or upgrades when it suits your schedule. Pre-built integrations that are ready to deploy for Salesforce, Oracle, Zendesk, Microsoft Dynamics, and more. Eliminate costs of custom integrations, quick access to newly developed functionality.
  • Automate interaction handling - Skills-based routing engine ensures every contact is automatically delivered to the best available agent, based on agent skills, agent skill level, customer profile, and contact center data. Leverage customer data to optimize interactions, ensure routing to best qualified agent, self-service, automated workflows integrated with your CRM.


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