3ctel for Salesforce:V2
Empower your 3ctel with Salesforce V2 and create a more collaborative CRM experience.
- You can initiate a call from within SalesforceV2 by simply clicking on a contact’s phone number. The integration automatically dials the number through the 3CTEL phone system.
- When a call comes in, a pop-up appears on the user’s screen displaying the caller’s details and history with the company. The user can quickly access the caller’s SalesforceV2 record and update it in real-time.
- All call data, including call duration and call notes, are automatically logged in SalesforceV2. This helps teams keep track of customer interactions and ensures that data is up-to-date.
- With the integration, you can easily record calls and save them in SalesforceV2. This can be useful for compliance and training purposes.
Better Data Management:
The integration automatically logs all call data in SalesforceV2, which helps businesses maintain accurate and up-to-date customer records.
With the integration, employees can easily share information about customer interactions, which improves collaboration and enhances teamwork.
By providing real-time access to customer information during phone calls, sales teams can identify upsell and cross-sell opportunities and close deals faster. This helps businesses increase their revenue and grow their bottom line.
- A SalesforceV2 account is required to integrate the two systems. The account should have appropriate access and permissions to manage the integration.
- API access should be enabled in SalesforceV2 to allow 3CTEL to access customer data and make updates to records.
- The 3CTEL SalesforceV2 App needs to be installed on SalesforceV2 to enable the integration.
Inbound/outbound calls from/to external numbers trigger a CRM contact lookup to add to 3CTEL Contacts, so the contact name is automatically shown on your phone’s display when dealing with a call.
When using the 3CTEL Web Client or Desktop App, the customer record is brought up to you automatically when you receive an inbound call.
Calls are logged as call records in the CRM.
Chats are logged as task records in the CRM.
Create a new contact
Automatically when a call is made or received from / to an unknown number.
Click to Call
Launch calls straight from SalesforceV2 via 3CTEL, using the 3CTEL Click2Call Browser extensions for Google Chrome and Microsoft Edge.
Work with your teams, wherever they are
- Integrate 3ctel phone capabilities into your favorite business apps like Google, Microsoft, and Salesforce.
- Create integrated apps that work for your business’s unique needs with our open APIs, SDKs, widgets, and more.
Connect From Any Device
Our Applications Let you connect from any device & connects you to the world