Dreamforce 2019


Dreamforce 2019, the annual Salesforce conference, is almost upon us! Always held in San Francisco, this year the conference will be from November 19-22. Our Upland InGenius team is hard at work to make this year’s show our best one yet. Here’s what we’ll be up to:

The booth

You’ll find us in the Campground Expo in Booth 1313. This is in the Service section of the hall. Our smiling faces will be there to connect with those new to computer telephony integration (CTI) and current customers alike.

CTI is a software solution that integrates phone systems into CRMs so contact centers, sales teams, or anyone else who spends lots of time on the phone, can focus on doing their work and not on small tasks like dialing out or searching for a customer’s info. In addition to our standard features like screen pop, automated call logging, and screen transfer, there are a few new integrations we’ll be demoing.

Salesforce High Velocity Sales

Salesforce High Velocity Sales creates a work queue in Salesforce that’s designed to speed up the sales process for inside sales, sales development, and business development teams. InGenius brings voice into this mix, so users can click-to-dial, easily add call notes, and use call logging templates to make sure every phone call is correctly categorized. Watch our video to learn more:

Salesforce Financial Services Cloud

The financial industry places a lot of value on building both good relationships and trust with customers. InGenius Connector Enterprise now connects with Salesforce Financial Services Cloud, bringing client data to the advisor’s screen before a call is answered with screen pop, and improving overall call efficiency with features like configurable wrap-up codes and pop-to-Lightning Flow. Read our Financial Services product brief for more details.

New Salesforce CTI integration

Our latest CTI integration brings Twilio call data and phone functions into Salesforce, with InGenius hosted in Salesforce natively. Users will benefit from a single-pane of glass view that eliminates the need to switch between applications. This solution also allows companies to easily integrate multiple phone systems into one InGenius instance. Visit us in booth 1313 to see our Twilio integration in action.

Dreamforce speaking sessions

We’re excited to have 3 speaking slots at Dreamforce this year. We hope you can join us for at least one of them to hear what’s new with CTI, how InGenius helps both Sales and Customer Advocacy Teams, and how to achieve digital transformation in service centers.

Revolutionizing Salesforce phone integration and the future of CTI

Wednesday November 20 at 9:00am | Moscone South, Theater 1

InGenius is revolutionizing CTI with advanced features for Omni-Channel in contact centers and a new CRM-embedded solution. Explore innovations like voice authentication with Iluma Shield, integration for Twilio, support for Salesforce Financial Services Cloud and High Velocity Sales.

View in Agenda Builder.

How Southern Glazer’s Wine & Spirits wins at customer advocacy and inside sales

Wednesday November 20 at 3:00pm | Moscone West, Room 2000

Southern Glazer’s Wine & Spirits needed a CTI solution that could handle a complex mix of different Salesforce solutions, telephony systems, and locations. Learn now InGenius Connector Enterprise helped their sales and customer advocacy teams rapidly achieve improved productivity, call tracking, and customer satisfaction.

View in Agenda Builder.

Achieving digital transformation for global service centers with InGenius CTI

Thursday November 21 at 2:00pm | Moscone South, Theater 4

Leading Fortune 500 companies require digital transformation for their global support teams that won’t disrupt their day to day business. Hear how InGenius Connector Enterprise helps high-volume call centers increase the value of Salesforce Service Cloud by enabling CTI with blended agents, custom data logging, automatic case creation and dashboards.

View in Agenda Builder.

Customer Revenue Optimization (CRO)

Our sister organization Upland Altify, will also be in San Francisco, hosting the CRO Summit. Request an invitation to learn more about why Customer Revenue Optimization (CRO) is so important for sales teams.

Meet with our team

If you’re curious and want to learn more about CTI or want to take the opportunity to meet our team in person, stop by booth 1313 or book a meeting with our team. See you at Dreamforce!


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