Setting up the integration:
JIVE provides setup instructions here. Below is Jive's short video on this integration:
At the end of this post you can also download two pdfs to learn more. "Jive - Your Phone System in the Cloud" provides you with more details on Jive's integrated Unified Communications features, cost, support and phone compatibility. "Jive Cloud for Redtail" goes into a bit more depth about Jive's VOIP features, call management features, reliability, affordability and hardware.
Jive Communications provides enterprise-grade Hosted VoIP and Unified Communications to businesses and institutions. Using Redtail's API, Jive's integration offers:
- Screen Pop - Customer information and note history automatically Pop Up with incoming and out-going calls.
- Log Phone Notes And Call Activities - Make notes during your calls that are automatically added to your Redtail client records. You are able to categorize and set “priority” to call communications.
- Date - incoming and outgoing calls are automatically logged in your notes section of your clients contact page.
- Call Recording - Mitigate customer issues and help train your staff all while enhancing your compliance procedures.
Learn more or schedule a demo here.
Contact Jive for a free demo here.
If you are looking for more Voice Over IP options, click here!