Natterbox is a voice solution that's embedded and managed inside Salesforce, helping Salesforce-first companies to personalize their caller journeys for improved customer experience and boost productivity for their sales and service teams. Natterbox enables users to create and manage a business phone system and contact center globally, inside the Salesforce CRM. It comes with key CTI and contact center features including IVR, ACD, click-to-dial, call…
When signing up with Natterbox, our first goal was to replace the landline phone system as Covid hit and people moved to remote work. Second goal was to have a system that would integrate with Salesforce and provide an interface that would be easy to work with and learn for all …
It is an awesome tool for companies that have a hybrid or even fully remote setup and where the integration with Salesforce is needed. The solution completely replaces old phone systems and adds another layer of data to Salesforce, to give an even better view of the interaction with clients, adding automatically events/activities which can in turn be used to reporting purposes.
We use the Natterbox CTI interface, seating on top of and integrated with Salesforce. The interface is minimalist, popping up as the calls arrive and bringing the Caller's details if they exist in Salesforce. The user then have the possibility to open the Caller's record and visualise the details and add notes, or make the notes in the pop-up window which will end up in the contact's record activity. Very easy to use. The routing queue interface is also very user friendly with drag and drop items that make it visually easy to read and understand.
When signing up with Natterbox, our first goal was to replace the landline phone system as Covid hit and people moved to remote work. Second goal was to have a system that would integrate with Salesforce and provide an interface that would be easy to work with and learn for all levels of tech expertise. Those two goals were only achieved by Natterbox, by far.
It doesn't matter where anyone is physically located now, everyone can have their calls delivered to their mobile or laptop and answer them.
We now have internally the capacity to manage our call queues.
We now have a lot of data to report on, either grouping the calls by Campaign on Salesforce, or grouping them by Inbound or Outbound calls, or by User, or by Team.