Real-Time Note Taking by GirikCTI on Salesforce

Capture Every Detail, Effortlessly

The Real-Time Note Taking feature by GirikCTI is designed to enhance your call experience by enabling agents to record important information during live calls. With seamless integration into Salesforce, this feature ensures that no detail is ever lost, providing a complete and accurate record of every interaction.

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Key Features
Real-Time Note Taking
Live Input

Agents can take notes while on a call, capturing critical details as they happen

Distraction-Free Workflow

The intuitive interface allows agents to focus on the conversation while jotting down key points.

Seamless Salesforce Integration
Automatic Mapping

Notes are instantly mapped to the relevant Salesforce records, including leads, accounts, or cases, once saved.

Secure Storage

All notes are stored securely within Salesforce, ensuring data accuracy and availability.

Enhanced Productivity
Quick Access

Retrieve past notes directly from Salesforce, streamlining follow-ups and customer engagements.

Error-Free Documentation

Eliminate the risk of forgetting key details by recording them in real-time.

Benefits
Improved Information Retention

Never lose valuable customer insights by capturing them during the conversation.

Streamlined Workflows

Save time by avoiding manual note mapping and data entry post-call.

Enhanced Customer Relationships

With complete and accurate records, agents can personalize follow-ups and provide exceptional service.

Compliance and Security

Maintain a reliable and secure record of all call notes within Salesforce.

Who Can Benefit?

The Real-Time Note Taking feature is ideal for:

Sales teams documenting critical insights during prospect calls
Support teams managing customer queries and issues.
Account managers ensuring all client interactions are properly recorded.
Ready to Capture Every Conversation?
Empower your team with GirikCTI’s Real-Time Note Taking feature on Salesforce. Schedule a demo today and see how this simple yet powerful tool can elevate your customer interactions and operational efficiency!
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Frequently Asked Questions
GirikCTI is a Salesforce-native AI-powered CTI (Computer Telephony Integration) solution that enhances call management and customer interactions. It integrates seamlessly with Salesforce, providing real-time insights, automated workflows, and streamlined communication for sales and support teams.
GirikCTI simplifies call management, improves agent productivity, and enhances customer engagement. It automates routine tasks, provides real-time call insights, and ensures a seamless experience across Salesforce applications, helping businesses close deals faster and resolve queries efficiently.
Yes, GirikCTI offers live monitoring features such as:
  • Barge: Join ongoing calls to provide assistance or feedback.
  • Whisper: Guide agents during calls without the customer hearing.
  • Monitor: Listen to live calls for quality assurance and training.
Yes, GirikCTI enables you to create and manage agents directly within Salesforce, streamlining user setup and ensuring alignment with your Salesforce environment.
Absolutely! GirikCTI supports round-robin call assignment, ensuring balanced workloads and efficient call distribution among your agents.
Yes, GirikCTI includes bulk calling automation with a built-in mass dialer. This feature allows you to upload call lists, schedule mass calls, and track progress in real time, making it ideal for campaigns and outreach.
Yes, GirikCTI is fully integrated with Salesforce and supports both standard and custom objects, ensuring compatibility with your existing setup and workflows.
Absolutely. GirikCTI manages both inbound and outbound calls, offering advanced features like click-to-dial, call logging, and real-time reporting to optimize your communication processes.
Yes, GirikCTI leverages AI to provide features like sentiment analysis, real-time call suggestions, and automated action triggers, helping agents deliver personalized and effective responses.
GirikCTI focuses on voice communication but integrates seamlessly with other GirikSMS solutions for SMS, WhatsApp, and WebChat, offering a unified communication experience.
Yes, GirikCTI ensures enterprise-grade security with encrypted data transfer, Salesforce-native compliance, and no third-party data sharing, keeping your customer information safe.
GirikCTI offers flexible pricing based on user count or organizational needs. Both monthly and yearly plans are available, with discounts for annual subscriptions. Contact us for specific pricing details tailored to your business.
Yes, GirikCTI is highly customizable. It allows you to define workflows, automate actions, and integrate with Salesforce objects to suit your unique business processes.
Getting started is easy! Reach out to our team for a demo, and we’ll guide you through installation, setup, and onboarding to ensure a seamless integration with your Salesforce environment.
Yes, we provide comprehensive support and training to ensure your team can fully utilize GirikCTI's features. Our support team is available 24*5 to assist with any queries or technical issues.
For more information, feel free to contact us at sales@girikon.com or schedule a demo today!
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