Computer

Telephony Integra2on
With Salesforce

Confidential. 2009-2010 Knowlarity Communications (P) Ltd. Please destroy if you are not the intended recipient
Never Loose Business Leads . Project Big Company Image

Your business has a problem!

Do your Salesforce CRM & phone talk with each other ?

Your customer care phone number and email address are points of customer contact

Your CRM automa2cally tracks customer interac2ons on 2ckets, emails and web but
cant not track customer care number/sales numbers.

How do you make sure that there is a single point in your CRM that can track every
interac<on with your customer?

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Salesforce.COM with Knowlarity telephony solves it

Helps make your CRM sync with your phone

Knowlarity and Salesforce have partnered to provide complete telephony
integra2on with your Salesforce CRM
Our solu2on makes it possible to capture all customer interac2on made over
the phone right inside your Salesforce CRM
Helps you to:
Improve customer experience
Increase your sales agent produc2vity
Have a unied view of the customer interac2ons in one single place
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Knowlarity telephony solves multiple problems

BeNer marke2ng ROI with lead tracking on telephone

Super intelligent call rou2ng for beNer sales eec2veness

Recording and measurement of every outbound sales

call in Salesforce.com

Collec2ng informa2on from eld agents over telephone

into Salesforce.com

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Improve marketing ROI with lead tracking

How do you track leads from dierent sources ?

Which source results in beCer ROI ?

Dierent phone number for each lead source. Each tracked seperately

Customer calls
9811-xxx-xxx

Customer

Auto update lead

informa2on source in
Salesforce

9822-yyy-yyy

Capture recording of the call, time, duration in the salesforce.com CRM. Track your marketing $.

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Route incoming calls for better sales effectiveness

Customer calls

Customer

Your Companys
Toll Free / Mobile
Number

CRM Data Helps improve Customer

Experience : Greet your customer with
a customized welcome message
Automa<c Rou<ng to Agents : If an
exis2ng customer calls, it will be
routed to the assigned agent in CRM

Agent 1

Automate customer queries : Use

CRM data to answer queries where
human interven2on is not required
and free agent bandwidth for complex
customer queries

Increase Produc<vity : When agent

receives a call, a small pop up help him
to gather customer informa2on
quickly

Agent 2

Helps improve customer experience and increase

produc<vity

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Track and measure outbound sales calls

Call Conversation is
logged as activity
with recording

1
Clicks the
phone no

Agent

Call connected with

customer

Customer

Make your sales calls from Salesforce.com. Just click and will sequen2ally trigger outgoing calls to customers
Automated triggering of the outgoing call once the rst call is over.
Automated update of recording, 2me and dura2on of the call in Salesforce.com

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Capture data over telephone from field agents

Makes an outbound
call to agent

Agent enters the required

data via key press

Data is updated in
Salesforce

Knowlaritys
Server

Field Agent

DTMF Input

Update Data

Outbound call op2on: Make an automated call to the eld agent and informa2on received is logged into
the CRM

Inbound call op2on: Send an automated SMS to the eld agent. The agent calls back. The informa2on
received is logged into the CRM

Solves the problem of old informa2on about customer, sales stages etc. in the CRM

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About us

About
Knowlarity

Investors

Knowlarity is a pioneer of cloud telephony conceived in India and now globally domiciled in
Singapore. We create state-of-the-art telephony solutions for SMEs and Enterprises enabling them
to get more out of their marketing, sales and customer service initiatives.
We were incorporated in Aug 2009 and in short span of 5 years have grown from a garage startup
to a 350+ people company with revenue ranging in several million dollars serving over 8,000 SMEs
and Enterprises.

Knowlarity is backed by Sequoia Capital, one of the most pres2gious Venture Capital rm in the world.
Sequoia has invested Rs 34 Crores in Knowlarity. It has previously made investments in companies like
Google, Apple, Yahoo, Youtube, Linkedin and Justdial.

Awards and
Customers

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Management Team

Ambarish worked as Strategy Consultant with McKinsey & Company, USA for Fortune 50 clients in
Banking, Insurance and IT industry. Earlier, he was a Systems Engineer in US, Germany and Australia and
Co-founded Viplav Communica2ons, a poli2cal consul2ng company in India.
Ambarish is passionate about using technology for business transforma2on.

Ambarish received MBA from Carnegie Mellon University, USA in 2007 and B.Tech. in Computer Science
from IIT Kanpur in 2000
Ambarish Gupta, CEO

Bipul Parua, CTO

Bipul has deep experience in technology with hands on experience as architect, engineer and technical
manager. He worked for 8 years in mul2ple startups in silicon valley - Cloudshield Technologies, Andiamo
Systems, Server Engines - on cubng edge technologies in storage, networks and large scale systems.

Bipul returned to India two years back and has been working with Juniper Networks as Engineering
Manager. Bipul received his B.Tech. in Computer Science from IIT Kanpur in 1999

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Thank You

Aishwarya Sirohi
aishwarya@beta.knowlarity.com
(65) 9772 0057

Knowlarity Communica2ons | www.knowlarity.com

The Co, 75 High Street
Singapore 179435

Confidential. 2009-2010 Knowlarity Communications (P) Ltd. Please destroy if you are not the intended recipient