Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
PhoneIQ, the leading Phone System and Call Center platform for companies using Salesforce.
We provide our customers with a unified suite for communications that brings together telephony, power dialing, SMS, inbound call handling, and much more into one easy-to-use system that runs on Salesforce.
Description
Effortlessly arrange and dispatch your Salesforce reports with ease. You can send reports in a user-friendly Excel format to any email address, including those of non-Salesforce users, eliminating the need for tedious email forwarding or copying and pasting data. There are no limitations on the objects or fields you can utilize, and all Salesforce sharing rules along with your user’s field-level security will be honored. Report Sender has been one of the most sought-after features by Salesforce users, allowing for hassle-free report scheduling. Enjoy dedicated customer support and a five-star rating on Salesforce AppExchange, with compatibility for Lightning. However, there are some challenges associated with Salesforce reporting, such as the labor-intensive and repetitive manual tasks involved. Joining Salesforce data can pose difficulties for those without development skills. Additionally, many individuals, both within and outside of your organization, may wish to access Salesforce reports, yet reports can only be generated and sent to users with Salesforce accounts. Users are restricted to sending a maximum of 200 reports each month, and reports are still dispatched even when there are no data records available, which can lead to confusion. To address these issues, consider utilizing solutions that streamline the reporting process and enhance accessibility.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Salesforce Agentforce Health
Salesforce Agentforce Service
Integrations
Salesforce
Salesforce Agentforce Health
Salesforce Agentforce Service
Pricing Details
$25 per user per month
Free Trial
Free Version
Pricing Details
$100 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
PhoneIQ
Founded
2018
Country
United States
Website
www.phoneiq.co
Vendor Details
Company Name
CloudAnswers
Founded
2009
Country
United States
Website
www.cloudanswers.com
Product Features
Auto Dialer
Call Center Management
Call Recording
Call Reporting
Call Scripting
Lead Management
Power Dialer
Predictive Dialer
Preview Dialer
Progressive Dialer
Surveys
Business Phone Systems
Call Logging
Call Monitoring
Call Recording
Call Routing
Employee Directory
IVR / Voice Recognition
Mobile Access
Virtual Call Center
Web Conferencing
Call Center
Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
IVR / Voice Recognition
Inbound Call Center
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics
Cloud PBX
Call Recording
Call Routing
IVR / Voice Recognition
Ring Groups
SIP Trunking
Virtual Extensions
Web Conferencing
Product Features
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports