Truly

I'm Throwing My Desk Phone Away!!!

Kommentare: I threw away my desk phone! I get much needed real estate on my desk! the ease of use is a key factor as well.

Vorteile:

For me, the integration of Truly into my daily workflow has been awesome to this point in the process. I am a new user of the product, but it has already had a big impact on the way I work. I work in a mobile environment and being able to move around and still receive calls on my laptop and my mobile phone is a huge plus. I am able to connect with my clients and prospects in real time, not having to juggle voicemails. I like being able to take notes in the product as I am on a call and syncing them to Salesforce.

Nachteile:

At this point, the only con I have is that I would like to be able to access the dialer through an icon in my menu bar. I keep the Truly app open on my desktop at all times, but I often need to go digging for it when I need it especially when I am not making a call from Salesforce. Also, when I dial a number the caller ID incorrectly identifies who I am calling. I suspect that it is due to the phone number being linked to an ID that is set by the organization I am calling a not directly to the person I am calling. Its a minor issue and is fixed when I sync back to Salesforce.

Really easy to use

Vorteile:

It was incredibly easy to use. The interface was very intuitive. You could probably teach yourself how to use all of the features without any training by just playing around with it for a little. The mobile version also works very well.

Nachteile:

I don't like that on the desktop, it takes up practically a whole screen. It would be nice if there was an option to minimize it to a smaller box on the screen. Considering how basic (functionality wise) Truly is, there is no need for it to take up so much space. Would be ideal if it integrated onto the SF platform so that it was just a box within it.

Truly is very attractive and user-friendly, but it's always having issues.

Kommentare: Sync unknown numbers with existing profiles in Salesforce, easy access to call recordings and customer service on-the-go.

Vorteile:

It's user-friendly, attractive, and concise. Also, I really enjoy that we are able to sync our unknown numbers to existing clients on Salesforce.

Nachteile:

Truly is always acting up and whenever new updates are released, there are a lot of issues and bugs that don't allow users to make calls or hear our callers.

Smile and Dial

Kommentare: Work phones and power dials were the main use case. Can't complain, we just switched our entire sales tech stack.

Vorteile:

The capabilities with SF.com syncing and the ease of connecting to a cell. Its not as expensive as others, but gets the job done.

Nachteile:

Overall it gets the job done. Its a soft phone that works with SF. Can't complain too much about it!

Phones without the phone provider - Decent Data as a call service software

Vorteile:

The ability to triage phone calls is great, but the best part of this software is the visual clarity we have on who/what/where/when phone calls are happening. Tracking calls, seeing who has called and how phone calls have gone is really the best feature hands down. We lose a lot of information when tracking calls prior being a small start-up, but with Truly we'll be able to expand really well with our phones.

Nachteile:

Ramping up with the program has been pretty difficult. Switching from our old software into Truly has been hard and Truly doesn't make it easy, especially setting up with Zendesk. Hopefully once we learn more about Truly we'll feel better, but the worst part about the software is the voicemail notifications that came to my email. Totally unnecessary and I couldn't find a way to turn this off.