Click-to-call, click-to-text client conversations through MultiLine with automatic logging inside Salesforce CRM unlocks productivity, fosters deeper client relationships and powers communications data insights
Movius, an emerging leader in cloud-based secure mobile communications software, announced it has launched MultiLine for Salesforce on Salesforce AppExchange, empowering sales professionals, financial advisors, insurance agents, wealth and relationship managers and more to automatically capture client communications directly in Salesforce – enriching enterprise communications data by unlocking the power of MultiLine so businesses can analyze and extract insights to better serve customers and support the bottom line.
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MultiLine creates efficient workflows and more productivity to help teams drive better relationships and client engagement – communicating efficiently and compliantly while maintaining full visibility into all conversation data within the CRM. Integration with key systems drives user adoption and effectively supports compliance processes.
The MultiLine Edge: Save time, serve clients, stay compliant
MultiLine powers global enterprises by providing a separate business number on an employee’s existing device for secure calls and texts with optional built-in voice and text recording, without making changes to the handset, SIM or the user’s existing mobile network.
With MultiLine, sales teams and advisors benefit from an unmatched user experience – business conversations that go through the MultiLine app automatically are captured and logged inside Salesforce, with full features of your business line on any desktop browser.
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MultiLine is designed to integrate client communications into your key Salesforce workflows to help improve employee productivity, enhance customer experience, and boost your bottom line:
- A record of all calls and messages is instantly created and logged automatically within the CRM, eliminating manual entry and providing users complete visibility of prospect and client interactions.
- MultiLine users can benefit from calling and texting clients using their MultiLine number directly within Salesforce using click-to-call and click-to-text.
- Productivity features like quick-reply texts and the ability to add notes during or after calls help automate daily tasks.
- The integration supports MultiLine’s compliance features including voice and text recording, lexicon and SMS opt-in.