An overview of Unity Mobile The Salesforce Edition by Kakapo Systems
Introducing...Unity Mobile, Salesforce Edition.
The video introduces our software product Unity Mobile with a focus on the Salesforce Edition, which allows integration of the Salesforce platform with Unity Mobile. This combines the functionality of a cloud UC system with a CRM on a mobile device.
Key highlights include:
• Users can search through Salesforce contacts and leads, add them to favorites, and view key contact information.
• If the email and mobile number fields are populated, users can send messages using their device's native apps.
• Users can identify incoming calls as a Salesforce contact or lead and perform essential actions during the call.
• Unity Mobile displays the CRM icon next to all contacts and leads, helping users identify missed calls and voicemails from Salesforce contacts.
• It also allows automatic journaling of all calls.
In summary Unity Mobile Salesforce edition allows the integrate of CRM Salesforce with Unity Mobile to extend the capabilities of BroadSoft, Unity Desktop and the CRM connector - all in one advanced mobile app.
Discover more: https://www.kakaposystems.com/unity-m...