Chat with us, powered by LiveChat

Client Instant Access announces the new Salesforce Lightning Experience CANDI Sidebar

Client Instant Access has once again jumped ahead of the pack by introducing the CANDI Sidebar for the Lightning Experience. The open CTI allows users to one click dial any phone number in their Lighting Experience pages. Users have the ability to speak with any live answers and have the interaction recorded in Salesforce. Since 80% of calls go to voicemail users can create and drop a pre-recorded message and move on to the next contact. All notes, call times and the message delivered are automatically saved in Salesforce freeing up valuable time for the chance at a live interaction. ... Read More

Client Instant Access announces the new Salesforce Lightning Experience CANDI Sidebar2019-06-17T13:18:18+00:00

Introducing the Candi Sidebar App – How Sweet it is!

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 ... Read More

Introducing the Candi Sidebar App – How Sweet it is!2019-06-17T13:50:11+00:00

Client Instant Access, LLC Sets Its Sights on Candi

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” Tweet this Candi is an update on the “click to dial” concept which directly rivals the industry’s leaders by adding levels of ease, efficiency, and ... Read More

Client Instant Access, LLC Sets Its Sights on Candi2019-06-17T13:52:12+00:00