MultiLine for Salesforce
Problem Statement
Many of our clients (enterprises) use Salesforce CRM tool. In Salesforce, they can log the call and SMS activities with the customers. Whereas, they use MultiLine app for the calling and texting, but its again two device, two interface which they need to interact with.
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To improve the experience and productivity of Sales and to helping them sell faster, smarter and in the environment that they are familiar with - they wanted an easy solution to eliminate the big manual step of logging the calls and text which helps in saving time and also reduces any possible human error.
What is MultiLine CRM Connector?
MultiLine Connector offers seamless merging your MultiLine application into Salesforce CRM. With this integration, you can:
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Communicate to your customers within Salesforce.
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Make or Receive calls and exchange text messages with your customers using your MultiLine number.
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Automatically track all communications with your customer thus eliminating the need to manually log calls and texts.
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All the voice and text communication from the MultiLine app can automatically be logged in the Salesforce CRM and also, MultiLine number can be used directly from Salesforce to contact the customers.
Understanding competitors
Key Features
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Inbound/Outbound calling
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Visual Voicemail
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Click to Text
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Click to Call
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Automatic Call Logging
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Alert Notifications
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Notes
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Automatic Reply
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Quick Text Templates
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Reporting
Visuals
My role was Product designer and worked with Mrinalini Bangal & Prity Mehta.
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Support from,
Sales, Architect and Engineering teams.