Improve your business processes through Recordia’s Salesforce connector

by Aisling Moriarty mayo 28, 2020
Improve your business processes through Recordia's Salesforce connector

Recordia’s connector for Salesforce CRM increases productivity and efficiency of all sales and marketing teams. Salesforce is known for revolutionizing the CRM industry. Due to the innovative use of cloud computing, Salesforce CRM is more accessible for most companies, allowing the integration of many third-party functionalities, such as the integration of call recording through Recordia Connector for Salesforce.

Recordia is a disruptive interaction recorder, capable of capturing, encrypting, recording and exploiting data in the cloud, with the highest level of security available. Recordia is a global service provider that records calls and other interactions, such as video, SMS, fax, chats and face-to-face meetings. Recordia integrates with Salesforce and enables users to get a 360º view of their agents’ performance, as well as receive information for sales, operations and marketing departments.

The Recordia-Salesforce integration is simple and easy to use. Once you’re signed in to your Salesforce CRM account, you’ll find your saved calls under «Tasks.» You can click on the call you want to review and see the call details panel with all the information and the «call recording» link where you will be redirected to the Recordia platform and asked to log in. There, you can play, download, transcribe or view the details of the call.

The need to call customers grows daily, and as the business grows, so does the need to communicate better, faster and more efficiently than ever. The Recordia Connector for Salesforce helps sales, management and marketing teams stay focused on the customer, quickly and easily getting valuable information about the customers with whom conversations have been generated.

Recordia for Saleforce CRM

Recordia is a disruptive interaction recorder, capable of capturing, encrypting, recording and exploiting data in the cloud, with the highest level of security available. Recordia is a global service provider that records calls and other interactions, such as video, SMS, fax, chats and face-to-face meetings. Recordia integrates with Salesforce and enables users to get a 360º view of their agents’ performance, as well as receive information for sales, operations and marketing departments.

Benefits of Call Recording in Salesforce with Recordia

Listen to any sales conversation

Never wonder again why a particular sales call generated new business or not. Recordia captures 100% of sales call recordings in Salesforce CRM, giving you complete visibility into every conversation.

A Powerful Call Training Tool

Many of the world’s most successful sales organizations use call recordings for training. With Recordia, you can annotate call recordings with practical feedback. You can also set up a template to collect sales calls that help reps learn from revenue-generating calls.

Recordia simplifies legal call recording compliance

Call recording laws vary from country to country, and Recordia enables central management of your team’s calls to help you stay compliant with existing regulations such as MiFID II and the General Data Protection Regulation (GDPR).

Best Call Recording Tool for Salesforce CRM

Call recordings sync effortlessly with Salesforce CRM, automatically saving recordings against call logs. Just click a button and Recordia will capture 100% of inbound and outbound sales calls in your Salesforce CRM.

The World’s Most Flexible Voice Recording Solution for Sales Teams

Recordia’s Call Recording Tool can be configured to work with any phone system, including your desk phone, cell phone, or Smart Dialer for Salesforce CRM. No matter what devices your sales team uses, Recordia ensures that all calls are logged in Salesforce CRM.

Automatically transcribe all sales calls

Would you rather read the call transcripts instead of listening to them? No problem! Recordia provides complete transcripts of all calls directly into Salesforce CRM, offering another way to gain visibility into every conversation your sales reps have with potential customers.

Identify important calls with Keyword Spotting

Recordia has the function of Keyword Spotting to be able to identify and categorize calls according to the keywords that are defined. For example, identify all calls in which the word or phrase «unsubscribe» or «cancel the service» was used, as well as those calls that mention the names of the competition or that use rude words.

Although Keyword Spotting is used to identify and tag calls based on their content and the keywords that are defined, this function of Recordia has the ability to start a workflow from the moment a call is tagged. For example, all calls tagged as ‘unsubscribe’ could start a workflow so that those calls go directly through an email to a supervisor so they can understand why customers are unsubscribing.

With Keyword Spotting, you can quickly identify within all calls which are positive, negative or neutral, among other categories that can be defined using «keywords» as an identifier.

Learn more about our call recording solution for Salesforce.

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