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Salesforce

We offer both a native Salesforce application as well as API integration. Salesforce is the number one customer relationship management (CRM) platform. It is an integrated CRM platform that gives all your departments—including marketing, sales, commerce, and service—a single, shared view of every customer.

Have questions? Ready to integrate? Schedule a meeting to get started.

 

Considerations

  • Is speed-to-lead critical to your Salesforce or contact center organization?
  • Are you concerned about agents calling leads and going rogue in Salesforce without following required DNC and TCPA regulations?
  • Are you struggling with how to implement a system-wide TCPA and DNC compliance program?
  • Are you worried about the rising class of professional TCPA litigators sneaking into your lead flow, manipulating your agents, and generating TCPA or DNC complaints and lawsuits?
  • Are you tired of worries about TCPA and DNC compliance across your enterprise keeping you up at night?

Get your sales team compliant with our Salesforce TCPA and DNC compliance solution today so you can focus on making compliant contacts and closing deals.

Thanks to our native Salesforce app, having your TCPA and compliance governance directly integrated into Salesforce leads can enable your Salesforce agents to more quickly reach new leads and stay updated with your overall compliance policy without burdensome development.

Features

  • Automatically add Litigator and DNC callable status information on new leads directly in Salesforce.
  • Set curbs on calling times and state holidays to minimize exposure to TCPA risks.
  • Refresh contact status on leads and contacts in real-time before Salesforce pages are rendered.
  • Supports multiple phone numbers per record with automatic synchronization to your compliance account for real-time auditing and safe harbor.
  • Set up custom, back end, inventory scrubs to ensure your Genesys, Five9, Twilio, or other contact center platform running on Salesforce has up-to-date, compliant calling or SMS campaigns.

Schedule a meeting with us today and see how easy it is to protect your company from TCPA trolls, maintain DNC compliance across remote sales teams, and leverage a trusted, cloud-based compliance provider that has over 20 years of experience.