Hi, I’m Anthony Uliano, the CEO and founder of AMC Technology. Today, I want to cover a topic that many of our customers are interested in: processing leads more efficiently for outbound agents.

Many companies use CRM systems to manage outbound teams, and in numerous industries, reaching out to leads quickly leads to better results, like higher revenue and more conversions. This is where DaVinci comes in—it helps manage outbound leads efficiently with features like click-to-dial and automatic call logging.

But there’s a secret weapon to increase “speed-to-lead”: using our DaVinci app for Omni-Channel. The DaVinci app integrates with Salesforce Omni-Channel to streamline outbound activities even further.

In today’s demo, we’ll walk you through a typical scenario using DaVinci and then show you how enabling Omni-Channel transforms the outbound process.

Let’s start with the outbound process without our DaVinci Omni-Channel app. In Salesforce, I’ll navigate to a record to dial. Using DaVinci’s click-to-dial, I can select a phone number from a list of contacts or accounts, which prompts the DaVinci agent to make the outbound call. This process is already fast and avoids manual dialing, but we can make it even faster with our Omni-Channel app.

Now, let’s add the DaVinci app for Omni-Channel to the agent’s profile. In Creator Studio, I’ll navigate to the app, add it to the agent’s profile, and once the agent logs back into Salesforce, they’ll have Omni-Channel enabled.

Now let’s see the Omni-Channel experience in action. First, the agent sets their status to “ready” in the DaVinci agent. Salesforce Omni-Channel instantly begins routing leads, notifying the agent when a lead is queued for them. With a single click, the agent can accept the lead and start dialing. This setup streamlines the process, enabling the agent to interact with the lead immediately, add call notes, and perform other actions, all while significantly reducing the time needed to initiate outbound calls.

I hope this video provides a quick look into how using the DaVinci app for Omni-Channel, combined with Salesforce Omni-Channel, can greatly improve your speed-to-lead efforts for outbound campaigns.