CRM Integration


What Is It?

Contactual provides CRM Integration with leading on-demand software packages - Salesforce.com and NetSuite. Additionally, Contactual is integrated with an award-winning help desk automation solution by Unipress Software, Footprints.

Whether you are already using an on-demand CRM or a help desk automation package, or are thinking about purchasing one, Contactual will seamlessly integrate with it and provide single sign-on, screep pop and outbound dialing functionalities.

What Are the Main Benefits?

  • Prioritize customers and prospects based on the data stored in your CRM system, such as geography, account level, VIP level, and more.
  • Increase agent productivity with integrated one-click dialing out of the CRM application: just click on the phone number and the call is made through the Contactual system
  • Save agent time and reduce customer frustration by leveraging Contactual's screen pop functionality that "pops" the caller's account to the agent as soon as the call comes in

How It Looks

CRM Integration