Screen the UK Telephone Preference Service lists in Salesforce®
Stay compliant with PhoneTools, the quick-to-deploy TPS and CTPS screening solution for businesses making cold calls within the UK
Who are you cold-calling?
Individuals
You are legally required to screen these phone numbers against the Telephone Preference Service (TPS) – the UK central register of individuals who have opted out of receiving live marketing calls.
Companies
Did you know that you’re legally required to screen company phone numbers against the Corporate TPS (CTPS)? It works in the same way as the TPS, but for UK companies and other corporate bodies.
Both
Screen against both the UK TPS and CTPS lists in Salesforce easily with PhoneTools.
Why PhoneTools?
PhoneTools helps Ebury with UK TPS and CTPS compliance
“PhoneTools mitigates the risk of being fined by the ICO (Information Commissioner’s Office), it is really well embedded in our Salesforce organisation and it’s one of the best installs you can find on the AppExchange, it is simple and does what it needs to do.”
– Stuart Reeves, VP Sales Technology @ Ebury
See PhoneTools in action
Discover how PhoneTools can help your team screen phone numbers for TPS and CTPS compliance, protect your brand, and maintain cleaner phone data in Salesforce. Choose your region to book a personalised demo with our team and explore how PhoneTools could fit your organisation’s needs.
Can’t find a suitable time, or prefer to speak by email first? Send us your questions through our Contact form, and our team will get back to you.
Don’t need a demo?
Install PhoneTools directly from the Salesforce AppExchange. Our comprehensive installation walkthrough will guide you through setup so you can begin screening phone numbers for TPS and CTPS compliance in your own Salesforce environment.
Available on the Salesforce AppExchange
AppExchange Reviews for PhoneTools
★★★★★
Time Saver and Great Service
“It does exactly as it says on the tin, without any surprises. Very easy to install, very good and speedy service team, and account manager. Would highly recommend.”
AppExchange
★★★★★
Great Tool & Great Service
“A great tool for our UK Marketing team to keep them compliant with TPS/CTPS. Set up was very straightforward and the ProvenWorks team have been very quick to answer any questions I have had.”
AppExchange
★★★★★
Great App & Service
“It was easily installed and configured in our production environment, although if you do have any issues they are always very friendly and available to answer any questions you may have.”
AppExchange
Key Features
Explore PhoneTools features
Stay compliant with UK data privacy laws
Screen your Salesforce records against the TPS and CTPS lists sourced directly from the DMA with daily refreshes.
Screen your numbers in Salesforce against the TPS and CTPS lists
Save valuable time by screening within Salesforce with no need for users to get distracted by going to external web pages.
Simple to adopt traffic light system
Numbers need to be screened every 28 days to remain compliant with the Information Commissioner’s Office (ICO). PhoneTools lets you instantly view the status of the phone numbers on the record and informs users of when the next screen due date is.
Manual and automated screening
Use the Screen Phone Numbers button or set up automated and batch screenings to suit your schedule.
Harness the power of flows
Queue an immediate screening job to get the screening result in seconds.
Use the screening status for reporting, queues and workflows
Run reports instantly within Salesforce using the Phone Screening status field, and include screening status in your outbound call queue functionality.
Additional JSON output to allow for custom development
Get technical and enhance your use case by leveraging the configurable Phone Screening Results field.
Sensible billing, built for compliance
Each record consumes one lookup per month, which covers all the screening of every number on the record.
Pay for only the records that require screening
Create a formula to only screen records that need screening as opposed to screening your entire database.
TPS and CTPS pricing
Free
£0/year
- Up to 250 records screened monthly
- Upgrade at any time
- Automated and manual screening
- TPS and CTPS databases available
- Check your lookup usage
- Email support
Premium
Starting from £1,500/year
- Up to 10,000 records screened monthly
- 10,000+ records pricing on request
- Automated and manual screening
- TPS and CTPS databases available
- Check your lookup usage
- Email support
Ready to stay compliant with PhoneTools?
Explore PhoneTools in your own Salesforce environment, or book a personalised demo to discuss your compliance requirements with our team.