Once UltaTel for Salesforce has been activated, it will appear inside your Salesforce account.
That means you will be able to call leads and customers from within Salesforce, using the dial pad or simply clicking the contact phone icon to dial out—saving time per dial and eliminating misdials.
Your UltaTel system rings one of your devices based on your assigned routing rules, so you can answer the call while using the app.
UltaTel for Salesforce has intelligent call and record matching.
When a call comes in, UltaTel automatically brings up the matching Salesforce contact.
If the record is not available, a notification panel
gives you the option of adding a new record.
UltaTel for Salesforce allows you to log notes after the call.
You can also view call reports and track accurate call duration.