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Connect is a dialing system integrated with Salesforce. The system provides agents with configurable lists of customers and the customers' details, and can dial the customer without manual input from the agent.

Connect collates customer data—contacts, leads, and so on—stored in Salesforce that you can then use to generate Dial Lists. You can sort and filter customer data in numerous ways, enabling you to prioritize customers, leads, or areas of business.

When you have created a Dial List, assign the list to one or more agents. When an assigned agent requests their next call, Connect assigns the next available Dial Entry to that agent. Connect then calls the customer that the Dial Entry relates to—automatically or when the agent clicks the Dial button—on behalf of the agent.

New features in Connect

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