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Corporate Trading Company Gains Insight into Call Activity and Streamlines Operations with Broadview Networks’ OfficeSuite® Connector for Salesforce®

EDITORS NOTE: The review of Broadview Networks hosted phone system below is from a customer in a highly regulated industry. The customer has asked us to withhold the name of the organization and individuals for security and compliance issues.

A corporate trading company based on the east coast who specializes in the acquisition of obsolete and non-performing assets in exchange for media and other professional services.

This company had no active tracking method in place for their new business development team, making it difficult to measure and evaluate productivity and performance.

“We had the call records, but it didn’t provide any depth into what employees were actually doing because it was just phone numbers. It didn’t tell you the company they were calling or disclose if it was a personal call or a business call.”

In addition to being ineffective for managers to evaluate employee performance and activity, it was also very inefficient for employees to do their jobs.

“It was a very inefficient, cumbersome, time-consuming and manual process for our employees to dial the phone each time and put notes into Salesforce®.”

They needed to find a more effective method to track outbound call activity and performance of their team.

The solution for this company’s managers and employees was Broadview Networks’ OfficeSuite® Connector. OfficeSuite® Connector connected all of their communication data right to Salesforce®.

“It made so much sense to have everything linked through Salesforce® in terms of tracking and accuracy. Our employees were previously just telling us how many calls they were making each day, which was lunacy. There was no way to prove it without cross-referencing the records.”

Now, they can gain valuable insight into their team like never before.

“The insight I can now get into our sales process is invaluable when you marry it to the reporting out of Broadview. I now know how long each employee spends on the phone and everything they are doing. It’s a great way to direct their efforts and make them more productive and efficient.”

With OfficeSuite® Connector the call data and Salesforce® application are seamlessly integrated.

“Now with OfficeSuite® Connector, it’s much cleaner, it’s like it’s one environment. Our new business development team makes calls and they are automatically logged into Salesforce®. It’s a tremendous boost in terms of productivity, efficiency and accuracy.”

The data that OfficeSuite® Connector provides is key to knowing what is truly going on within their sales organization.

“I love the fact that you can get real insight into what your team is doing on a daily, hourly and weekly basis. It gives you an incredible amount of information, it’s really powerful.”

Not only has OfficeSuite® Connector been invaluable to the managers, its features make employees’ day-to-day tasks so much easier.

“The ability to have our employees make phone calls without even picking up the phone, just by a simple click and the phone dials and it tracks the call, it’s incredible. I honestly don’t think we can live without it at this point.”
Russ Fordyce

About Russ Fordyce

Russ is the Managing Director of Marketing at Broadview Networks where he works to help consultants and business owners better understand and put technology to use so they can transform how their employees get work done and improve results.

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