3ctel for Salesforce:V2

Key features

• • 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.

Benefits

Better Data Management:

The integration automatically logs all call data in SalesforceV2, which helps businesses maintain accurate and up-to-date customer records.

Enhanced Collaboration:

With the integration, employees can easily share information about customer interactions, which improves collaboration and enhances teamwork. 

Increased Sales:

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.

Requirements

• 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.