Case Study: Putnam Investments achieves seamless Salesforce-Cisco integration with AMC Technology

Smooth CRM and CTI Integration that Customers Remember

Putnam Investments, an investment firm headquartered in Boston, Massachusetts, faced challenges integrating its CRM and CTI systems after switching platforms in 2014. After difficulties with another provider, Putnam turned back to AMC Technology to connect Salesforce with its new Cisco phone system using Contact Canvas.

AMC Technology implemented the integration quickly, getting Putnam’s agents back to work within a week. The solution streamlined click-to-dial, transfers, conferencing, and security options, while improving call center efficiency and customer response times. Putnam reported that “the product install was easy and it just worked,” and its Senior IT Manager said AMC’s support helped meet an aggressive schedule and restored business confidence.

Putnam Investments