Quakker Features
Quakker Features to Instantly Enhance Your Salesforce Workflow Quakker seamlessly integrates with Salesforce, streamlining your calling process and boosting productivity.
- Click-to-Call Directly from Salesforce
Start calls instantly without switching platforms. - Facilitates NIS2 and DORA Compliance
Quakker aids your organization in aligning with the EU’s NIS2 & DORA. - Automatic Call Logging
Every call is saved with details, ensuring no data is lost. - Meeting Notes Auto-Sync
Capture important details effortlessly with automatic activity tracking. - Follow-Up Reminders
Set reminders for future calls to maintain engagement.
- Instant Lead, Account & Contact Creation
Add new records directly from the app. - Smart Number & Contact Search
Quickly find contacts with an intuitive search engine. - Task Assignment to Opportunities
Improve pipeline management by linking calls to deals. - Comprehensive Call History
Access past interactions for better customer insights. - Advanced Call Reporting
Track call duration, frequency, and performance insights.
Customer identification in CRM
When a customer who is in our CRM calls you, the system will recognize him. It will show the consultant the customer card with the entire history of the contact (calls, emails, chat and messages). The consultant will be able to conduct a personalized conversation:
„Good morning, Mr. Smith, it’s nice to hear you again.”
It really works! It reduces the distance between the company and the customer and builds relationships.
Easy Salesforce App Installation
Customers can install the app within 10 minutes (API key and login data). The app is ready and no additional training is required.
We provide full documentation allowing you to configure the customer app on your own, however, our consultants are ready to support you if needed.
Callbacks
A missed call is a loss for your business. Quakker remind consultants to contact clients. Callbacks shift the burden of contact from the customer to the company.
Call Queuing
The client will not be disconnected even if all consultants are busy. You can use this time to present him with the latest promotions or other important information.
Forwarding
From your point of view, the client will always get through to the right person. You just use the user-friendly interface and enjoy the great customer service.
More of Quakker Functionalities
Seamless Integration
Effortlessly make calls from Salesforce using WebRTC technology. No need for addîtîonal software!
Stay Connected
Not only make calls but also receive them, ensuring you’re always in touch with your clients.
User Status Control
Choose your availability – Online, Offline, or Busy, right from the app. Stay in control of your communication.
Unified Search
Instantly find contacts, accounts, or leads by name, Phone number, or even from the record page.
Efficient Tracking
Attach opportunitîes and record calls as activîties. Never miss a detail again.
Top-notch Security
All communications are encrypted with WSS, safeguarding your business conversatîons.
One-Touch Call
Dial directly from a record page with a single click, enhancing your CRM experience.
Quick Notes
Jot down crucial points during or post-call using the in-app quick notes feature.
Instant Additions
Quickly add new records or auto-open existing ones during incoming calls, streamlining your workflow.
Salesforce Standards
How does Quakker work in practice?
Vocabulary
VoIP
Voice over Internet Protocol (VoIP) is a type of technology that allows users to send voice calls via the Internet or other networks using the IP protocol – traditional voice calls are transmitted via terrestrial transmitters.
CTI
Computer Telephony Integration (CTI) allows the integration of the telephone system with a computer enabling efficient management of phone calls directly from the desktop.
With CTl, you gain faster access to customer information, automate customer service processes, and increase productivity, leading to improved customer relations and shorter issue resolution times.
Predictive Dialing
Predictive dialing is a model based on artificial intelligence algorithms. Depending on its class, it performs its functions perfectly or only well. This tool is useful not only in large call centers. It is also used by many small
companies with only a few consultants.
