Call Log Automation With Phonami

April 7, 2015
Published in Solution Spotlight

phonami salesforce screengrab Phonami Call Data Manager is a tool designed to boost productivity by automating the call logging process.

Features/Functions

The solution positions users to manage inbound and outbound call activity data within their CRM system. The solution is also designed to prevent duplicated and incomplete data by displaying call information within the user's CRM.

Phonami's call log automation provides information, including whether the call was inbound or outbound, date, time, call duration, tags and any notes. The information syncs with the user's CRM system, allowing users to focus on other business activities.

Other features include:

Call data mapped to custom fields, improving the visibility of deal patterns; and
Reporting Dashboards for Salesforce and Salesforce 1, including real-time updates for Salesforce objects such as Opportunities and Cases.

Compatibility

Phonami Call Data Manager is Salesforce compatible, and is also compatible with gUnify users. The solution can integrate with several applications including Clio, Zendesk and Gmail.

Pricing

$3.99 per user, per month.

Competitive Positioning

Insights gained from Phonami Call Data Manager can help marketing, sales and customer success teams identify what is working in their business initiatives. Users can analyze which sales reps are receiving the most inbound calls to identify which reps are building stronger relationships.

Measuring call length helps users identify which reps have the strongest messaging. Users also can track the number of calls required to reach a contact to see which prospects are more likely to buy.