MegaPath Connector works with popular CRMs—like Salesforce, Oracle, Zendesk and more—to improve the way you communicate, support, and sell.
MegaPath Connector plug-in enables our Hosted Voice customers to add information into CRMs via their voice service, making each call more efficient. With our floating user interface (UI) you can add caller information, click-to-dial, log calls, and see advanced analytics.
We pull all of your latest customer emails that are located in your CRM system. You instantly know what the last customer conversation was and can begin where you left off.
We pull all of your latest phone calls, both inbound and outbound. We also tell who on your team answered the call. So you will know exactly who talked to the customer or lead last and what they discussed.
We let you take notes and we also display them for you in the activities slider. See what the last note was. Even if it wasn't a phone call you will know the latest details about the contact.
When you need to CC a team member you can just type in @ and the users name (e.g. @matt). The call notes and call record will be emailed to the team member. This ensures important info still gets in the CRM instead of only being sent in an email to a colleague.
We have natural language processing. Type something like “Followup next week” and MegaPath Connector will create a CRM task to remind you to follow up with this person at the specified time!
For both the @mentions and the Task Followup features we display a green indicator on the right hand corner to let you know what processes will fire after the call is over.
We rank your agents in different categories. Highest outbound calls, highest inbound calls, etc.
On the analytics screen you can get a full view of your call history.
See a rich visualization of your call data.