Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

PhoneIQ, the leading Phone System and Call Center platform for companies using Salesforce. We provide our customers with a unified suite for communications that brings together telephony, power dialing, SMS, inbound call handling, and much more into one easy-to-use system that runs on Salesforce.

Description

Effortlessly arrange and dispatch your Salesforce reports with ease. You can send reports in a user-friendly Excel format to any email address, including those of non-Salesforce users, eliminating the need for tedious email forwarding or copying and pasting data. There are no limitations on the objects or fields you can utilize, and all Salesforce sharing rules along with your user’s field-level security will be honored. Report Sender has been one of the most sought-after features by Salesforce users, allowing for hassle-free report scheduling. Enjoy dedicated customer support and a five-star rating on Salesforce AppExchange, with compatibility for Lightning. However, there are some challenges associated with Salesforce reporting, such as the labor-intensive and repetitive manual tasks involved. Joining Salesforce data can pose difficulties for those without development skills. Additionally, many individuals, both within and outside of your organization, may wish to access Salesforce reports, yet reports can only be generated and sent to users with Salesforce accounts. Users are restricted to sending a maximum of 200 reports each month, and reports are still dispatched even when there are no data records available, which can lead to confusion. To address these issues, consider utilizing solutions that streamline the reporting process and enhance accessibility.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Salesforce Agentforce Health Yes 
Salesforce Agentforce Service Yes 

Integrations

Salesforce Yes 
Salesforce Agentforce Health No 
Salesforce Agentforce Service No 

Pricing Details

$25 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

$100 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

PhoneIQ

Founded

2018

Country

United States

Website

www.phoneiq.co

Vendor Details

Company Name

CloudAnswers

Founded

2009

Country

United States

Website

www.cloudanswers.com

Product Features

Auto Dialer

Call Center Management Yes 
Call Recording Yes 
Call Reporting Yes 
Call Scripting Yes 
Lead Management Yes 
Power Dialer Yes 
Predictive Dialer No 
Preview Dialer Yes 
Progressive Dialer Yes 
Surveys Yes 

Business Phone Systems

Call Logging Yes 
Call Monitoring Yes 
Call Recording Yes 
Call Routing Yes 
Employee Directory Yes 
IVR / Voice Recognition Yes 
Mobile Access Yes 
Virtual Call Center Yes 
Web Conferencing Yes 

Call Center

Blended Call Center Yes 
Call Logging Yes 
Call Recording Yes 
Call Scripting Yes 
Campaign Management Yes 
Database No 
Escalation Management Yes 
IVR / Voice Recognition Yes 
Inbound Call Center Yes 
Manual Dialer Yes 
Outbound Call Center Yes 
Predictive Dialer No 
Progressive Dialer Yes 
Queue Management Yes 
Real-time Chat Yes 
Reporting/Analytics Yes 

Cloud PBX

Call Recording Yes 
Call Routing Yes 
IVR / Voice Recognition Yes 
Ring Groups Yes 
SIP Trunking Yes 
Virtual Extensions Yes 
Web Conferencing Yes 

Product Features

Reporting

Customizable Dashboard No 
Data Source Connectors No 
Drag & Drop Yes 
Drill Down No 
Email Reports No 
Financial Reports Yes 
Forecasting No 
Marketing Reports Yes 
OLAP No 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Alternatives

Alternatives

eCourier Reviews

eCourier

Mirketa
Chargent Reviews

Chargent

AppFrontier
T-Max Predictive Dialer Reviews

T-Max Predictive Dialer

T-Max Dialer & Communications
Proof MRM Reviews

Proof MRM

ProofAnalytics
TeleCMI Reviews

TeleCMI

TeleCMI Technologies