PhoneAppli for Salesforce
Integrate all communication tools such as phone, email,
and chat including business card management for Salesforce accounts.
Internal/External Web Phonebook
Internal/External Web Phonebook
Provide easy and secure access to centrally managed contacts from your smartphone or PC, then start communication from there.
Incoming Call Display
Display incoming number
Display incoming number by syncing with Salesforce!
Incoming number will be displayed as long as the number is in PhoneAppli even it's not on device.
Business Card Management System closely coordinating with SalesCloud
Business Card Management tightly integrated with SalesCloud
Business Card Management leveraging smartphone and scanner
Automate contacts registration from business cards to Lead/Accounts on SalesCloud.
Capturing Business Card
Capture business card instantly
Business card information can immediately be shared after capturing picture from smartphone.
Flexible setting such as company-wide sharing, within department, or just for individual
OCR function is provided by default, manual input service is by option.
Realization of integration with communication tools
Tightly integrated with various communication tools
Integrated with advanced communication tools to perform productive work style.
PhoneAppli can be used as a communication portal with market leading communication tools such as Cisco WebEx and Skype Business.
|Initial Registration Fee||Call for details||On first time contract only|
|User License||$5/month 1 user||Starts from 5 user|
|Business card input service||Contact for details||※Option|
|Initial Setting Support||Contact for details||※Option|
|Business card reading function||OCR
|Automatic reading by OCR||No sheet limitation|
|Input by Operator||Contact for details|
|Contact for details|
|Subject for Handwritten Memo|
|Business card management function||Share function||Add exchanger, exchanger history, network map|
|Folder function||Shared folder||Company/department-wide setting of disclosure range function|
|Personal folder||Automatic sort function by name, domain|
|Business card reading method||Smartphone||Salesforce company app||iPhone/Android compatible|
|Scanner||Capture from commercial scanner (Snapsnap recommended)
Scanner available for customer
|Scanner equipment available for customer|
|Offer reading software (PACA) on Windows PC free of charge|
|Salesforce integration function||Integration mode||Auto-integration||Automatic integration based on rules|
|Manual integration||Refer data, and manually integrate one by one|
|Lead integration||Standard/Custom item integration||Lead source adding function|
|Accounts/Contacts||Standard/Custom item integration||Record type selecting function|
|Personal account correspondent|
|Campaign integratoin||Synced Lead/Accounts integration||Possible automation of Pardot mail delivery|
|User management function||Internal contacts||Management of user information based on organization tree structure||Intergation with every type of communication tool|
|Organization chart||Automatic generation of organization chart||Update, concurrent tasks of user information based on role|
|Smartphone contacts function||iPhone||Display call based on PA Sync for Salesforce free app||Display Lead/Accounts/Internal/External contacts|
|Android||Manage call history based on PA Sync for Salesforce free app||Display Lead/Accounts/Internal/External contacts
Manage phone call information history
|Various integration function||Office365 integration||Automatic integration Office365 organization/user information||Possible to set integration organization/user optionally|
|TeamSpirit integration||Integrate TeamSpirit attendance daily time record information with internal contacts||※Standard function
(Requires the contracts of both services)
|UPWARD integration||Integrate PhoneAppli business card information with UPWARD map diagram|
Possible direct integration that also includes for Pardot
Onformation of the registered business card can be integrate to Pardot if marketing automation tool Pardot is used.
Mail from Pardot can be transmitted within the day the business cards are exchanged.
Integration with other application
Integration with Salesforce partner service centralizing ong PhoneAppli contacts is being enriched.
Integration with communication tools is also realized
Integration with necessary communication tools in the work style reform is aslo being realized.
With the functions such as world share's no.1 web meeting Cisco Webex video meeting and each company telephone integration, PhoneAppli can be used as an internal communication portal.
Case StudyPromoting "Work Style Reform"
Achieved next level of productivitytoBe Marketing Co.
The business card sorting work that took about 20hours a month has become 0 (zero) hours. As a result, overtime hours is reduced significantly, and has able to put effort in other tasks.