About PHONE APPLI PEOPLE for Salesforce
PHONE APPLI PEOPLE for Salesforce is a communication software from PHONE APPLI that provides voice and video calling capabilities integrated with Salesforce. It includes features such as call management, presence support, secure authentication, and screen sharing to improve collaboration among users. With PHONE APPLI PEOPLE, teams can use real-time communication directly within their Salesforce environment, improving response times and fostering better customer interactions. The software's intuitive interface allows for easy access to functionalities, making it suitable for businesses looking to improve their customer relationship management processes. Key capabilities: call management presence support secure authentication screen sharing video calling Best for: sales and customer support teams that need integrated communication solutions within Salesforce.
PHONE APPLI PEOPLE for Salesforce by PHONE APPLI is a robust business card management solution designed to enhance networking and contact management for Salesforce users. The software facilitates efficient management of contact information, including business cards, through seamless integration with Salesforce. It simplifies the process of digitizing, organizing, and updating contact details, ensuring sales teams and professionals maintain an accurate and accessible database. Key features include automated business card scanning, centralized contact sharing, and streamlined collaboration across teams. PHONE APPLI PEOPLE for Salesforce boasts a clean, user-friendly interface that aligns well with Salesforce's design ethos. Navigation is intuitive, with clear menus and straightforward workflows for importing and managing contact data. A standout feature is the drag-and-drop functionality for organizing contacts, which reduces manual effort. The dashboard provides a clear overview of contact activity and updates, making it easy for users to stay informed. However, new users might require a brief onboarding tutorial to fully utilize advanced features. The software shines in its core functionality—business card digitization and management.
Pros & Cons
- +Improved Efficiency: Saves time and effort by eliminating the need to manually enter business card information into Salesforce.
- +Increased Accuracy: Uses OCR technology to extract data from business cards, reducing the risk of typos and errors.
- +Streamlined Communication: Facilitates communication by displaying caller ID information when receiving calls, even for unsaved contacts.
- +Centralized Data Management: Stores all business card and contact information in a central location within Salesforce, making it easily accessible to all authorized users.
- +Enhanced Sales Activities: Enables easy sharing of customer information within the company, improving sales team collaboration and effectiveness.
- +Improved Internal Communication: Allows for centralized management of employee contact information, streamlining internal communication.
- +Potential for Integration (Optional): Integrates with Team Spirit to display employee work status in real-time within Salesforce.
- −Limited Information on Pricing: The website doesn't explicitly disclose pricing information, requiring users to contact the company for a quote.
- −Dependence on Smartphone App: Relies on a smartphone app to capture business card information, which may not be suitable for all users.
- −OCR Accuracy Limitations: OCR technology may not be perfect, potentially leading to data extraction errors.
- −Subscription Service: Requires an ongoing subscription to access the service, adding recurring costs to your business.
- −Potential Integration Challenges: While Team Spirit integration is mentioned, information on compatibility and potential integration challenges with other business systems is limited.
Features
Key features
- Easy Import
- Take a photo of a business card with your smartphone app and automatically import the contact information into Salesforce.
- Accurate Data Extraction
- The app uses advanced OCR technology to accurately extract name, company, title, phone number, email address, and other relevant details from the image.
- Duplicate Prevention
- The system can identify and merge duplicate contacts, ensuring data accuracy and consistency.
- Customizable Fields
- Map the extracted information to specific fields in Salesforce, allowing for flexible data organization.
- Centralized Repository
- Store all business card information in a centralized location within Salesforce.
- Search and Filter
- Easily search and filter contacts based on various criteria, such as name, company, or industry.
- Activity Tracking
- Log interactions with contacts, such as calls, emails, and meetings, to track relationship progress.
- Data Enrichment
- Automatically enrich contact information with additional data from online sources, such as social media profiles and company websites.
- Caller ID Display
- When receiving a call, the system displays the caller's name and company information, even if the contact is not saved in your phone's contacts.
- Click-to-Call
- Quickly initiate calls to contacts directly from Salesforce records.
- Call Logging
- Automatically log call details, including duration, outcome, and notes, to Salesforce.
- Call Recording
- Record calls for quality assurance, training, or legal purposes.
Additional features
- Business Card Management
- Register business card information in Salesforce by taking a photo with a smartphone app.
- Partner/Lead Integration
- Link scanned business card information to business contacts and leads in Salesforce.
- Display Name When Receiving a Call
- Identify callers even if their information isn't saved on your phone.
- Internal Contacts Function
- Manage employee contact information in Salesforce for streamlined internal communication.
- Team Spirit Integration (Optional)
- View Team Spirit's clock-in status in real time on Salesforce to see employees' working status.
Pricing
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About PHONE APPLI PEOPLE for Salesforce
PHONE APPLI PEOPLE for Salesforce is a communication software from PHONE APPLI that provides voice and video calling capabilities integrated with Salesforce. It includes features such as call management, presence support, secure authentication, and screen sharing to improve collaboration among users. With PHONE APPLI PEOPLE, teams can use real-time communication directly within their Salesforce environment, improving response times and fostering better customer interactions. The software's intuitive interface allows for easy access to functionalities, making it suitable for businesses looking to improve their customer relationship management processes. Key capabilities: call management presence support secure authentication screen sharing video calling Best for: sales and customer support teams that need integrated communication solutions within Salesforce.
PHONE APPLI PEOPLE for Salesforce Details
PHONE APPLI PEOPLE for Salesforce's In-App Market Place
Does PHONE APPLI PEOPLE for Salesforce have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Jpy (¥), Aud (A$), Cad (C$), Chf (chf), Cny (¥), Sek (kr), Nzd (NZ$)
Pros & Cons
- Improved Efficiency: Saves time and effort by eliminating the need to manually enter business card information into Salesforce.
- Increased Accuracy: Uses OCR technology to extract data from business cards, reducing the risk of typos and errors.
- Streamlined Communication: Facilitates communication by displaying caller ID information when receiving calls, even for unsaved contacts.
- Centralized Data Management: Stores all business card and contact information in a central location within Salesforce, making it easily accessible to all authorized users.
- Enhanced Sales Activities: Enables easy sharing of customer information within the company, improving sales team collaboration and effectiveness.
- Improved Internal Communication: Allows for centralized management of employee contact information, streamlining internal communication.
- Potential for Integration (Optional): Integrates with Team Spirit to display employee work status in real-time within Salesforce.
- Limited Information on Pricing: The website doesn't explicitly disclose pricing information, requiring users to contact the company for a quote.
- Dependence on Smartphone App: Relies on a smartphone app to capture business card information, which may not be suitable for all users.
- OCR Accuracy Limitations: OCR technology may not be perfect, potentially leading to data extraction errors.
- Subscription Service: Requires an ongoing subscription to access the service, adding recurring costs to your business.
- Potential Integration Challenges: While Team Spirit integration is mentioned, information on compatibility and potential integration challenges with other business systems is limited.
PHONE APPLI PEOPLE for Salesforce's Support Options
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