Integrate Your Existing Phone System into Salesforce
Upland InGenius builds on Salesforce Open CTI to help your contact center increase agent productivity and provide enhanced customer experiences, with features like click-to-dial, screen pop, automated call logging, CRM screen transfer, and expanded call reports. InGenius supports the latest Salesforce innovations, including Salesforce Lightning and Salesforce Omni-Channel integration.
Salesforce CTI Integration
Upland InGenius is a 5-star user-rated application on the Salesforce AppExchange®.
Supported Salesforce Versions
Upland InGenius works with Salesforce Classic and Lightning, in Sales Cloud, Service Cloud, and Financial Services Cloud. It also supports the Force.com platform, Visualforce pages, High Velocity Sales, BMC Remedy, and Singletrack. For each Salesforce variant, InGenius has a distinct user interface designed to fit beautifully within the Salesforce window, giving your contact center agents an unobstructed view of customer information and intuitive call controls directly within the CRM. The solution for Salesforce works with Asterisk, Avaya, Cisco, Genesys, Mitel, and Twilio phone systems.
Deep Salesforce Integration
Advanced InGenius configuration capabilities enable unique contact center-specific workflows between Salesforce and your telephony platform. InGenius can easily integrate with your custom objects out of the box so that call center agents can relate calls to existing records, or create new records on the fly. You have the flexibility to decide how you want computer telephony integration (CTI) to work for your contact center.
How InGenius Works
InGenius integrates directly into Salesforce, adding a small user interface widget that includes caller info, phone controls, and call notes. No desktop installation is needed, so deployment and upgrades are fast and easy. For reliable security, InGenius is hosted inside your firewall, and data is saved in Salesforce, not on an external server.
“So far InGenius has been able to handle everything we’ve needed it to and more. Our company loves the ease of use and reporting functions, while I love the excellent support. They’ve been able to accommodate requests for functionality not available “out of the box” with ease. Always a positive experience.”
Systems Administrator, National Interstate Insurance
The InGenius and Salesforce Relationship
InGenius has been working with Salesforce for years, developing industry-leading telephony integration solutions. When Salesforce started building their breakthrough Open CTI specification, InGenius engineers were involved from the beginning, working closely with the Salesforce team to provide insight and feedback on the development of the technology specification before it was made available to the public. When Open CTI was announced at Dreamforce 2012, Upland InGenius was one of the featured applications. The close relationship with Salesforce means InGenius solutions stay aligned to the Salesforce roadmap, leading the way in computer telephony integration innovation.
InGenius is a Salesforce AppExchange partner and Upland InGenius is a certified app.
Partner Demo System
If you’re a Salesforce employee, consultant, or integration partner, InGenius has a demo environment you can use to showcase the value of Upland InGenius computer telephony integration to customers in your own Salesforce instance.
The system enables you to demonstrate inbound and outbound calls, focusing on the functionality most important to your customer, like click-to-call, call pop, and automated call logging.