Project Overview
MetaDesign Solutions partnered with Knowlarity to develop a custom Salesforce solution, integrating its cloud-based IVR system with Salesforce CRM. The solution enabled real-time customer data retrieval and automated outbound calls through Salesforce’s platform.
Solution Scope and Services
MetaDesign Solutions integrated Knowlarity’s IVR system with Salesforce CRM using APIs for real-time data exchange. The solution automatically displayed customer data during calls and enabled automated outbound calling lists from Salesforce.
Custom Workflow Automation with Salesforce APEX
Salesforce APEX enabled custom workflows matching customer records with incoming phone numbers for real-time retrieval of client data, enhancing both customer experience and sales team productivity.
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Enhanced UX with Lightning Components
Salesforce Lightning Components provided an intuitive and responsive interface, optimizing the experience for sales teams managing calls, customer data, and automated calling lists.
Real-Time API Integration
Integrating Knowlarity’s API with Salesforce ensured seamless communication between the two platforms, providing real-time access to customer records and automated outbound call management.
