Application overview Unified Communications for

Key features Screen pops on incoming calls Click to dial from any page Unified messaging with Google apps/Salesforce.com Requirements Esnatech UC application version 7.0 service pack 6 or 2.0 service pack 6 Unified Communications desktop license Salesforce.com CTI script license for the Esnatech UC server UC client manager installed on the desktop

Key features

Screen pops on incoming calls

Click to dial from any page

Unified messaging with Google apps/Salesforce.com

Requirements

Esnatech UC application version 7.0 service pack 6 or 2.0 service pack 6

Unified Communications desktop license

Salesforce.com CTI script license for the Esnatech UC server

UC client manager installed on the desktop

Esnatech UC server logs into hosted application on users behalf as 3 rd party application UC server Logs into SF.com using API to find matching records to incoming caller id UC server pops up default browser with matching /Account/ contact or new contact based on Caller ID Architecture LAN Esnatech UC server PBX LAN Phone network Caller User is logged into UC server via desktop software Desktop software is logged into Saleforce.com via API and security token CO

Architecture

Setup Install Esnatech UC Salesforce Script on the desktop Put in Salesforce credentials with Security token

Setup

Install Esnatech UC Salesforce Script on the desktop

Put in Salesforce credentials with Security token

Setup Configure UC client software to use Salesforce script:

Setup

Configure UC client software to use Salesforce script:

Incoming Call control and pop up Call Comes in UC pops call control UC logs into SF.com to find record Pops up browser with matching record

Incoming Call control and pop up

Call Comes in UC pops call control

UC logs into SF.com to find record

Pops up browser with matching record

On call provides dialog box to toggle between records and calls

On call provides dialog box to toggle between records and calls

Dialing from Salesforce.com

Dialing from Salesforce.com

Integrating Unified messaging with Salesforce.com You can quickly associate voice messages, faxes, and Conversations with records in Salesforce.com

Integrating Unified messaging with Salesforce.com

You can quickly associate voice messages, faxes, and Conversations with records in Salesforce.com

Value of UC with cloud computing No software to install in salesforce.com Bundled with UC desktop licensing Works across all browsers Does not require user to be logged into salesforce.com to operate Fixed cost with no monthly charges Links any phone system or mobile device to Salesforce.com Intelligent lookups: Uses caller ID on incoming call find matching contact On duplicate contacts it pops up account record On no record it can auto create new

Value of UC with cloud computing

No software to install in salesforce.com

Bundled with UC desktop licensing

Works across all browsers

Does not require user to be logged into salesforce.com to operate

Fixed cost with no monthly charges

Links any phone system or mobile device to Salesforce.com

Intelligent lookups:

Uses caller ID on incoming call find matching contact

On duplicate contacts it pops up account record

On no record it can auto create new

Application overview Unified Communications for