Bria for Salesforce - Extended Office Solutions

Overview

CounterPath’s first-class in-context communications interface combined with sales automation and CRM capabilities of Salesforce.

Bria allows you to place calls directly from within the context of Salesforce’s platform with your existing PBX/UC services. The call itself or the key communication facts are automatically collected and entered back into Salesforce.

Now, sales people can simplify the process of placing calls. Logging phone calling activity is automated within Salesforce.

Managers and admins, can easily capture or analyze communications as part of an overall performance assessment.

All sales and communications activities are managed within Bria for Salesforce®.

Users can see the following Benefits

integrated calling, screen sharing and instant messaging
auto collection of customer interactions
greater sales and customer satisfaction

Enterprise Benefits

Leverage your PBX or Unified Communications services and extend infrastructure investments
Valuable and actionable insight through key customer interaction metrics
An increase in productivity and sales with streamlined communications
Strengthen relationships with customers and promote collaboration with colleagues
Complete customer profiles with enhanced view of your customer interactions

Please note the Try Now button will take you to the CounterPath website.

Standard Features

Specifically designed for sales and service users in small, medium and enterprise businesses. Clients can enjoy the flexibility of interacting with non-Salesforce users via IM, Calling and Presence. Users can improve sales and customer satisfaction leading to improved business best practices and efficiencies.

High-Quality Voice and Video Calling

Standard telephony features include single click to call, speakerphone, mute and ability to transfer, 3 way calls, forward and hold calls
Set display and sound alerts for incoming calls
Hide your ID for calls
Employ “Do Not Disturb” function for audio and video calls
Missed calls indicator
Support for voicemail with Message Waiting Indicator (MWI)
Auto answer and “Do Not Disturb” functions
Make HD voice and conference calls using SILK HD and Opus voice codecs (among many others)
View, send and receive high-definition HD video (1280 x 720p) using H.264 and VP8 codecs
Detachable, full screen video window

Instant Messaging

SIP SIMPLE and XMPP support
Send instant messages to from your contact list when you see they are online
Start a single or group chat from the Messages window
Set Pop-up notification and sound alerts for incoming IMs
Employ “Do Not Disturb” function for blocking incoming Instant Messages
Company chat rooms of persistent meeting rooms that users can join or be added to

Presence

Set your presence status so contacts know how and when to get a hold of you best
Receive or block notification alerts for contacts’ presence status updates
Establish unique privacy rules for your presence status for individual contacts

Screen Share

Share your presentations or initiate a demo with a click of a button
Schedule private virtual meeting rooms
Sharing sessions are encrypted with advanced security features via HTTPS
Reporting Portal for administrators to view number and names of participants, sessions initiated

Enhanced Contact Management

Manage, sort and filter up to 3,000 contacts with support for contact avatars
Synchronize your contacts with Microsoft Outlook® personal address book (Windows only) or Mac Address Book (Mac only)
Create groups for contacts with the ability to place one contact in several groups
Set a default contact method for each contact
Add a contact during a call

Bria for Salesforce^® Features

In-Call and Post-Call Actions

Easily annotate call records with notes and a customizable Call Result
Send an email, or set a follow-up event
Start a Screen Share session or send a Screen Share invite

“Quick Transfer” a call to:

a “Voice Mail Drop”;
a mobile device to step away from your desk;
pass a call to a “Hot Lead” queue; or
escalate a support call to the “Next Tier” of support.

Activity Rollups

Key rollup data of activities are provided to Salesforce users, contacts, accounts, opportunities and cases to enable:

prompt analysis of important metrics, such as “Time to Respond”;
events, such as the Last Call Result, to workflow-related activities; and
a detailed snapshot of Bria-related activities at the object record level.

Salesforce Sidebar and Sales/Service Console Support

Bria for Salesforce works seamlessly with both Lightning and Classic environments and offers integrated calling so you can work the way you like

Reports and Dashboards

Bria for Salesforce comes with dozens of native Salesforce Reports and Dashboard components, which are easily customizable to your specific needs to:

review and analyze customer interaction metrics, key performance indicators;
generate insightful reports to build lead and opportunity strategies; and
forecast productivity as part of overall performance assessment.

Requirements

You must have a VoIP service subscription with a local service provider or ISP in order to make audio or video calls with Bria. Please contact your local service provider to subscribe.