Allegiance Capital - Mitel MiVoice Office and Salesforce Integration
Today’s economic environment has dramatically increased the many challenges facing today’s successful businesses. Only with the best products, the best customer service, and the best business support technologies, can today’s companies hope to survive and prosper. Being aware of these challenges, it was imperative that Allegiance Capital find a way to significantly improve communications with their valued customers and new sales prospects. Allegiance elected to investigate an approach known as Customer Relationship Management(CRM) software that could provide the sophisticated “hi-tech” capabilities needed to step up to the highest levels of customer service interaction and support.
Allegiance contacted CompTel Communications to evaluate their communications environment and to help them select the best solution. The selected CRM product was Salesforce.com, which could be fully integrated with Allegiance’s Mitel MiVoice Office (formerly Mitel 5000) Communications System. Using the integration interface software Unified Communicator Express for Salesforce.com provided and installed by CompTel, an Allegiance representative can now fully schedule, track and manage customer communications utilizing the web-based Salesforce.com application to fully interact with the company’s communication system. Salesforce.com can now be used to select and dial all desired phone numbers, and automatically keep track of customer and sales prospect calls and results. No more misdialed numbers, with less time and effort consumed by the customer representative.