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Introducing the Candi Sidebar App – How Sweet it is!

Introducing the Candi Sidebar App – How Sweet it is!

by | Nov 3, 2016 | Blog, Communications

Connecting with clients through Salesforce has never been easier or more efficient

Salesforce is the most ubiquitous customer relationship management software in use today. It enables users to generate leads, to manage data, and to analyze customer activity. But its most basic and important utility is to provide a platform to connect with customers and maximize the impact of the communication. How did Client Instant Access improve on this industry standard?

We made it even easier and more efficient to communicate with customers through Candi, a revolutionary application for Salesforce that provides clients with detailed reporting functions, powerful options, and comprehensive compliance coverage. Client Instant Access saw the challenge clearly: Salesforce users needed an application with an interface and a set of tools to quickly and simply manage their customer base and connect to clients with just one click. Ease of use is perhaps Candi’s most potent attribute.

Using an open CTI, Client Instant Access built a system to integrate with Salesforce Call Center to allow for “one-click” dialing to all Salesforce pages (Accounts, Contacts. Service Tickets, etc.) There is no need for additional list creation. Users have the ability to create and drop a pre-recorded message to a voicemail box. All calls are reported in Salesforce and include important data points such as time of call, length of call, a “live answer” notation, and the name of the message left. Users can write notes after a call and the information is saved in the Salesforce records.

The seamless integration of Candi in the Salesforce sidebar means that the rich functionality that users have come to expect from Client Instant Access remains intact. Candi is among our most intuitive applications and our clients have reported enormous satisfaction with the tools it provides. And because Candi is SOC 2 Certified, it can be used in multiple fields, including health care, finance, law, and education.

Explore the possibilities of the Candi Sidebar application for Salesforce today. For more information, contact Client Instant Access at 973-439-0088 or visit callcia.com

Client Instant Access, LLC Sets Its Sights on Candi

by | Jun 23, 2016 | News

PARSIPPANY, N.J.–(BUSINESS WIRE)–Client Instant Access, LLC introduces “Candi,” a revolutionary Customer Relationship Management (CRM) App through Salesforce that provides clients with maximum detailed reporting, feature-rich options, and compliance tools directly into the hands of the user with nothing more than a click.

“We knew that we needed a creative and fun way to close out our banner year, and the best way to do this was by putting a unique spin on an industry-standard”

Candi is an update on the “click to dial” concept which directly rivals the industry’s leaders by adding levels of ease, efficiency, and security which are currently absent from the marketplace. CIA plans to unleash this App when they make their debut during the four-day innovation extravaganza, Dreamforce.

CIA continues to be an industry pioneer by maintaining a 24-hour on-site conference calling and customer service support center to directly meet clients’ needs. The ever-growing company offers the quickest and most reliable Blast Voice Messaging, Conference Calling, and CRM Dialer systems available in the marketplace. CIA  SOC 2 Certified, allowing their products to cover markets from education and healthcare, to legal and financial. Co-founder and CEO Joe Vaccarella has over twenty years of telecommunications experience, while the rest of the seasoned senior management team boasts over fifty years of diversified industry experience. Most recently, CIA has partnered with industry juggernauts such as Salesforce, Tier1, ANALEC, NEXJ, and Singletrack.

Founded in 1997, Client Instant Access, LLC is headquartered in Parsippany, N.J. The company’s state-of-the-art services have made them a leader in the telecommunications industry, as well as the choice provider for Wall Street’s top financial institutions. They have achieved this recognition by maintaining multiple carrier-neutral data centers on a global scale, in order to uphold only the highest level of call and connection quality.

CIA will be attending Dreamforce taking place October 13-16, within San Francisco’s Moscone Center at Booth #W641.

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