Standard Features

Bria for Salesforce^® includes features specifically designed for sales and service users in small, medium and enterprise businesses. Users can also enjoy the flexibility of interacting with non-Salesforce users via IM, Calling and Presence. Most importantly, users can improve sales and customer satisfaction while gleaning insight for 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

Bria for Salesforce^® 

1. An existing IP PBX system, unified communications platform or VoIP service
2. Professional, Enterprise or Unlimited Editions of Salesforce
3. Administrative access to Salesforce
4. A configured Bria softphone for Mac or Windows desktop

Resources