Dialpad supercharges InfoTrack’s contact center in the cloud

When businesses move their contact centers to the cloud, they need to know their agents will be able to continue providing excellent service to their customers at all times. At the start of the COVID-19 pandemic, as businesses began moving to a work-from-home and work-from-anywhere style, it became all the more necessary to ensure a swift and smooth transition.

InfoTrack, a legal software solution company, made the transition in the summer of 2020. To better provide important services like court filings, process serving, and litigation support for its customers remotely, they had to move to the cloud. Until that point, the company had used on-premises business phone systems, which the IT team kept up and running. But when InfoTrack needed to modernize, it turned to Dialpad.

Why Dialpad?

InfoTrack needed a solution that could let its agents and specialists handle email, chat support, and telephone support. With employees switching to work from home, it was important that the new contact center solution could enable all of that from anywhere, regardless of what devices the agents used.

“With Dialpad, we were able to do that, because it’s in the cloud, therefore everyone can take the phone calls for all of our customers wherever they are,” said Fernan Elacio Kalaw, Director of Customer Support at InfoTrack. “That’s the biggest change that happened for InfoTrack.”

Dialpad was able to get InfoTrack set up quickly, so the agents could continue working and assisting customers without any problems. Dialpad also integrates with Salesforce, so it was easy to integrate InfoTrack’s existing CRM solution of choice with Dialpad's cloud-based contact center platform. Not only was the transition seamless, InfoTrack’s team quickly found there were multiple benefits to their new contact center solution.

Built-in analytics, right in the dashboard

After switching to Dialpad, the first thing Kalaw noticed was the ease of use. The real-time dashboard, contact center analytics, and historical data gathered all the relevant information in a clear and coherent form, providing a solid overview of the contact center's operations.

For instance, the heatmaps feature was particularly helpful for Kalaw and his team, showing a clear chart of when call volumes peak throughout the day:

With it, InfoTrack could easily do a staffing analysis to determine when they needed more agents on call, without even needing a formal call center workforce management application.

Dialpad Ai: What they didn't know they needed

But maybe the biggest benefit was the power of Dialpad's artificial intelligence. Both admins and agents alike gained new insights and assistance to help with training, agent performance, and overall customer satisfaction.

Dialpad Ai came built into Dialpad Ai Contact Center, and allowed InfoTrack supervisors to perform their own quality management. It automatically creates transcripts in real time, which supervisors can scan—as the calls are happening:

The transcripts are included in Call Summaries, along with highlights and action items, and emailed automatically to supervisors after calls end to help them discover teachable moments—without needing to listen through entire calls.

On the agent side, Dialpad Ai helps keep agents answer tricky questions with Real-Time Assist cards, which supervisors can customize with tailored notes on specific topics and set to trigger automatically when certain keywords are spoken on calls:

Happy dialing

Thanks to Dialpad, InfoTrack’s contact center team became better equipped, informed, and empowered to assist customers, no matter where the agents are working from.

Although the pandemic necessitated a sudden shift to a remote working environment, InfoTrack made that transition easily with Dialpad. Not only did InfoTrack’s contact center team manage to move to the cloud quickly, with minimal setup, but Dialpad’s platform has also enabled them to work more efficiently and provide even better service.