Connects Salesforce Platform to a live call center for campaigns, lead capture, appointment setting, orders, and outbound calls.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYCustomer Service
UPDATED ON MARKETPLACE
Work The Lead — screenshot from the Salesforce AppExchange listing

What it does

Work The Lead connects Salesforce Platform with a live call center that handles inbound and outbound campaigns, including product orders, lead capture, appointment setting, and emergency on-call services. It provides call scripting, toll-free numbers, and distribution of leads, contacts, or orders to Salesforce users. Call center data updates Lead and Contact records, and flagged records can be used for scheduled outbound surveys with call-by-call updates.

Key capabilities

from the Salesforce AppExchange listing

Live call center

Provides a live call center operating 24/7/365, with calls handled in the USA.

Campaign call handling

Supports inbound and outbound campaigns for product orders, lead capture, appointment setting, and emergency on-call services.

Toll-free numbers

Provides multiple toll-free numbers and call scripting for campaigns.

Lead distribution

Distributes leads to multiple Salesforce users and delivers leads, contacts, or orders through Salesforce.

Record updates

Updates Salesforce Lead and Contact records with data collected by the call center.

Outbound surveys

Flags Leads or Contacts for outbound surveys and updates their Salesforce records as calls are completed.

Use cases

  • A campaign can collect product orders or leads through a toll-free number and distribute the resulting records to Salesforce users.
  • A contact or lead can be scheduled for an outbound survey using a survey date set in Work The Lead.
  • Emergency on-call services can be handled through the live call center.

How it compares

Work The Lead combines live inbound and outbound campaign handling, toll-free numbers, lead distribution, and call-driven Lead and Contact updates. Cisco Customer Journey Platform Salesforce Edition for Sales and Service Clouds includes call center management, administration, routing, reporting, and integrated customer, call, and agent data, while Virtual Call Centre by CloudSteer describes inbound, outbound, and missed-call management with recordings and automated record creation.

NamePricingDeploymentUpdated
Work The Leadthis pluginPaidCloud
Cisco Customer Journey Platform Salesforce Edition for Sales and Service CloudsPaidCloud
Virtual Call Centre by CloudSteerPaidCloud

In the catalog

340 plugins in Salesforce Platform · Customer Service

Price distribution: 93 free, 41 freemium, 206 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«TeleDirect Call Center's Work The Lead application allows users to work with a Live 24/7/365 Call Center within their Salesforce application. Work The Lead can accommodate any campaign including product order taking, lead capture, appointment setting, outbound projects, or emergency on call services. If you are …»

Official marketplace listing

Publisher
TeleDirect Communications Inc
Updated on marketplace
Facts verified