Features at a Glance

Video & Voice

One-to-One Video & Calls

Make and receive video and audio calls originated from within Salesforce accessing names and phone numbers, to place outgoing calls and to identify inbound callers.

Video & Voice Conference Calls (w Conf Groups)

Make and receive video and audio conference calls originated from within Salesforce accessing names and phone numbers. Add or remove conference participants during the call and Mute or Hold individual participants, including the host, or all participants at once. Record conference calls via Audio Call Recording and use Conf Groups to display in advance all participant names and phone numbers for any conference call.

Comprehensive Record Keeping for Video & Audio Calls

Market leading comprehensive record keeping and workflow which enables users to efficiently and effectively capture and utilize information on communications with leads, prospects and clients. As a native to Salesforce application, CloudCaller.io is built within Salesforce and is designed to optimize access by users through Salesforce record keeping capabilities.

Click to Call

Click to Call from any phone number field in any Salesforce object and increase SDR calling efficiency by 20% over manual dialing.

Display ID’s

On outbound calling a user can display a local presence number, an alternative number in any area code selected by the user or any number selected by the user to mask their direct line.

Voicemail Drop

Tired of the time it takes to leave voice messages and, after multiple calls, do voice messages start sounding tired? Voicemail drop lets users re-capture time by selecting a message to deliver in the background while disconnecting from one call and moving onto the next call while the best recorded message remains fresh from the first call in the morning to the last call of the day. Make more calls in less time while delivering the best messages every time and updating the Salesforce Activity History in the background using Voicemail Drop!

Call Recording Options

Administratively enabled for individuals or groups allowing on-demand or forced audio call recording with optional disclaimer messages. Call recording can extend to one-on-one calls, conference calls and calls from CloudCaller.io Mobile. All recordings are accessible via links within Salesforce and stored in a highly secure manner. Comprehensive management of call recordings is provided, so users can easily name, identify, store, search for, retrieve, download, and delete recordings.

Hold, Mute, Transfer

These standard communications systems functions are available for both one-on-one and conference calls.

Call Forwarding and Omni-Ring

Forward inbound calls to an external number or direct Omni-Ring to simultaneously ring in CloudCaller.io and one or more external devices of your choosing so you can answer whether at your desk or away.

Mobile Apps

One-to-one calls

Make and receive video and audio calls originated within Salesforce accessing names and phone numbers, to place outgoing calls and to identify inbound callers.

Click to Call

Click to Call from any phone number field in any Salesforce object and increase SDR calling efficiency by 20% over manual dialing.

Speech to text for call notes

Dramatically simplify the process of putting call notes into Salesforce, whether you’re on the go or sitting still, your dictated speech call notes are converted into written call notes which are recorded in the relevant Salesforce record.

Call Recording

Administratively enabled for on-demand audio call recording with optional disclaimer messages. All recordings are accessible via links within Salesforce and stored in a highly secure manner. Comprehensive management of call recordings is provided in CloudCaller.io Web, so users can easily name, identify, store, search for, retrieve, download, and delete recordings.

SMS

Capitalize on higher response rates and faster interaction with Leads and Contacts using CloudCaller.io’s built in SMS. Simply send and receive SMS from within Salesforce viewing active conversations with highlighted notifications for newly received texts and messages captured in the corresponding Activity History.

Display ID

On outbound calling a user can display a local presence number, an alternative number in any area code selected by the user or any number selected by the user to mask their direct line.

Voicemails

Receive and play voicemails, with email notifications of new voicemail messages.

Call Logging

Logs calls into Salesforce records, Activity Histories, Reports, and Dashboards as a native application running entirely on Salesforce providing high levels of security relative to important prospect and customer data without time delays common to external call management applications using emails, batch updates, and APIs to exchange data from their platform to your Salesforce org.

Messaging

Send and Receive messaging

Capitalize on higher response rates and faster interaction with Prospects, Leads and Clients using CloudCaller.io’s built in SMS. Simply send and receive SMS from within Salesforce viewing active conversations with highlighted notifications for newly received texts and messages captured in the corresponding Activity History.

Messaging logging as activity history

Logs messages into Salesforce records, Activity Histories, Reports, and Dashboards as a native application running entirely on Salesforce providing high levels of security relative to important prospect and customer data without time delays common to external messaging management applications which must instead use emails, batch updates, and APIs to exchange data from their platform to your Salesforce org.

Full messaging Conversations

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RT messaging Notifications

Don’t lose track of new incoming SMS messages. Whether you are on your desktop or on your mobile, you will get a real time notification whenever a message is received, so you can act on it as quickly as needed.

Messaging with Salesforce Email Templates

Leveraging standard Salesforce templates simplify message creation and eliminates exchanging data with other externally hosted applications.

Messaging + Salesforce Campaigns

Use existing native functions in Salesforce to broadcast individual messages to each recipient listed in a Salesforce campaign.

Unattended messaging with Process Builder

Leverage Flows for Unattended SMS. Working with Process Builder, define standard business flows to automatically send SMS based on changes within your Salesforce platform.

Messaging uses same number as voice

You send messages from the same phone number, and from the same screen as you use to place video or audio phone calls, thereby saving time and effort in not having to move from one phone line to another, or from one screen to another.

Salesforce & Twilio

Provides for Social Distancing

CloudCaller.io can be installed, implemented, and supported remotely, and all users can access the application for communications with others from the privacy of their home office, on an in-person basis or in some combination thereof. For more see a recent case study.

Lightning & Classic Ready

Stay with Classic until you catch the Lightning bug! CloudCaller.io is ready for you. No migration, no learning curve. Use the same code. With the same UI and Lightning styles

Enterprise grade security and hosting

CloudCaller.io is built on the best of enterprise grade security built into Salesforce and Twilio to provide you with the most secure Unified Communication System in the marketplace for video, voice and text messaging, all with robust hosting in the Cloud by Salesforce and Twilio to handle any and all on going activity as well as surges in customer usage.

Comprehensive recording keeping

Salesforce is the leading CRM in use today worldwide, in large part due to its market leading comprehensive record keeping and initiative work flow which enables users to efficiently and effectively capture and utilize information on communications with leads, prospects and clients. As a native to Salesforce application, CloudCaller.io is built within Salesforce and is designed to optimize access by users through Salesforce record keeping strengths.

Call logging

Logs video and audio calls and text messages into Salesforce records, Activity Histories, Reports, and Dashboards as a native application running entirely on Salesforce providing high levels of security relative to important prospect and customer data without instead of having the time delays common to external call and messaging management applications using emails, batch updates, and APIs to exchange data from their platform to your Salesforce org.

Salesforce record matching

Built-in search functionality that matches Salesforce records (i.e. contacts, accounts, leads) for outbound calls. Matches the phone number for inbound calls to identify the corresponding Salesforce record. For calls underway, if a Salesforce record was matched, the user can get to that record with a simple click.

Send call notes to all CRM standard and custom objects

Provides in-call and post-call access to update Subject and Comments while providing customizable picklists for both the Subject and Call Result fields to improve data consistency for reporting and analysis, with call notes posted to all Salesforce standard and custom CRM objects.

Automatic Lead creation for incoming messaging from Unknown numbers

Any time an incoming message is received from an unknown number, CloudCaller automatically creates a lead in Salesforce to facilitate the user following up those messages using standard Salesforce functionality.

Global communication network

CloudCaller.io’s high quality connectivity is built on Twilio’s market leading global communications platform with crystal clear quality in calls, and with ongoing technology advancements benefitting CloudCaller.io users in the form of automatically providing users with new features, functionality, and performance improvements in communications technology. Twilio pricing is highly competitive, and is usage based; you only pay for what you use.