UJET Announces Salesforce Sales Cloud Integration

UJET Announces Salesforce Sales Cloud Integration

UJET has recently announced its integration into the Salesforce Sales Cloud. Beyond its deep Service Cloud integration, this new Salesforce connectivity provides a specialized integration and leverages UJET’s communications platform for the express purpose of supporting sales-focused communication sessions. UJET’s Sales Cloud integration empowers sales teams to automate processes, convert more leads, manage existing customers and associated opportunities, and close more deals and opportunities through a more strategic and efficient sales flow.

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UJET is propelling customer experience into the digital age by empowering support organizations to create intelligent workflows, make data actionable, and create a modern business model where organizations have the tools and technology they need to create an immersive, engaging, and one-of-a-kind experience for their customers. UJET is trusted by customer-centric, innovative enterprises including Google Nest, Instacart, Wag!, Atom Tickets, Getaround, and Grupo Bursatil Mexicano (GBM) to automate contact center processes and provide superior experiences that drive higher customer satisfaction.

Some of the core Sales Cloud features and functionalities that Salesforce users can expect are:

  • Support Standard and Customized Sales and Service Flows – For both outbound and inbound sessions, UJET can look up end user records in separate Sales Cloud objects, e.g. Leads and Contacts, to identify and surface relevant information in real-time. UJET thereby supports the typical sales process where, Leads are converted into Contacts or Accounts. The integration provides flexible configuration, including: look-up object definition, field matching and automatic opportunity tab pop / creation.
  • Data Consolidation – Session data such as media files, transcripts, and more is packaged and attached to either an opportunity, lead, or customer profile, allowing sales reps to get all session metadata and associated assets as an organized summary of every interaction with a lead or customer.
  • Flexible Outbound Calling Capabilities
    • ○      Optimized account record display for agents: option to specify which one or two account object fields should be displayed to agents to enable them to clearly distinguish between multiple account record matches.

      ○      Flexible outbound session management: ability to configure agent controls over outbound sessions, including: the ability to assign the session to a specific open opportunity, a new one, or none at all.

  • Seamless support and interaction between Sales and Service Clouds – UJET natively provides deep and solid integrations into both of these Salesforce clouds, providing consistent communication operations, omnichannel agent tools, and consistent end user interactions.

“As the emphasis and value of creating a great customer experience continues to grow, so does the need for open, seamless communication and collaboration between sales and customer support,” says Joerg Habermeier, Vice President of Product at UJET. “By providing specialized integrations into both Sales and Service Clouds, UJET customers can now fully support their entire customer lifecycle through our comprehensive contact center platform. Leveraging UJET’s modern, omnichannel communications feature set, our customers are able to optimize their end-to-end customer communications with cohesive end user experiences and consistent, effective, and efficient operational configurations along with fully featured adapters for sales reps and support agents alike.”


Anna Birna Turner

Anna is an enterprise technology writer covering Marketing Automation, Customer Relationship Management (CRM), and Enterprise Resource Planning (ERP). Feel free to reach out to her at any time at abturner@solutionsreview.com
Anna Birna Turner