Connect your Acefone with the Salesforce CRM in minutes

Steps to Integrate

Steps to Integrate
with Salesforce

Step 1

Signing into Acefone

Login to your Acefone account
Click on the Services tab on the side navigation bar
Click on Integrations
Enable Salesforce by clicking the toggle button
Click on Instructions

Step 2

Configuring Acefone with Salesforce portal

Type 'call centre' in the quick box
Click on Call Centres and then, open CTI
Then click on Manage Call Centre and on Add More Users
Enter user details in the search filter
(For eg. Using any criteria like the name of the active Salesforce user)
Click on Find to further add the user by clicking on Add to Call Centre

Step 3

Authorising Salesforce account

Type ‘app manager’ in the Quick Box
Click on Edit Sales (Lightning Sales)
Select Utility Items
Click on Add Utility Item
Add Open CTI Softphone and save it
Note: Add your mobile number in Setup (Users) in the Mobile field
Select Sales from the app launcher and maximise the phone tab placed at the bottom left corner by clicking on it
Enter your Acefone credentials and log in to Salesforce CRM. You’re good to go

Acefone + Salesforce Integration

Deliver 360° customer service by integrating your Acefone cloud solutions with the Salesforce CRM.

Talk to an expert Start a free trial

Overview
Benefits
Advantages
Other Integrations
Resources

Steps to Integrate

Acefone + Salesforce =
Complete customer satisfaction

You can achieve a lot more with your customer service by leveraging the power of insights. Eliminate the manual effort that goes into lead management, customer retention, and more by combining the capabilities of your Acefone telephony set-up with the Salesforce CRM.

Steps to Integrate

Acefone + Salesforce =
Complete customer satisfaction

You can achieve a lot more with your customer service by leveraging the power of insights. Eliminate the manual effort that goes into lead management, customer retention, and more by combining the capabilities of your Acefone telephony set-up with the Salesforce CRM.

Steps to Integrate

Steps to integrate Salesforce
with Acefone

1

Step

Signing in to Acefone

Sign in to Acefone
Click on the Services tab on the side navigation bar
Click on Integrations
Enable Salesforce by clicking the toggle button
Click on Instructions

2

Step

Configuring Acefone with Salesforce portal

Type ‘call centre’ in the quick box
Click on Call Centres and then, open CTI
Then click on Manage Call Centre and on Add More Users
Enter user details in the search filter
(For eg. Using any criteria like the name of the active Salesforce user)
Click on Find to further add the user by clicking on Add to Call Centre

3

Step

Authorising Salesforce account

Type ‘app manager’ in the Quick Box
Click on Edit Sales (Lightning Sales)
Select Utility Items
Click on Add Utility Item
Add Open CTI Softphone and save it
Note: Add your mobile number in Setup (Users) in the Mobile field
Select Sales from the app launcher and maximise the phone tab placed at the bottom left corner by clicking on it
Enter your Acefone credentials and log in to Salesforce CRM. You’re good to go

Integrate to stay a step ahead

Empowered messages

Automated email reports to track progress
Never miss a lead with emailed voicemails
Personalise SMS templates for campaigns

Enhanced mobility

Access the CRM integration on your phone
Tailor customer experiences with just a click
Collaborate and make changes on the go

The AI edge

Enjoy insights like caller patterns, preferences, etc.
Predict conversions and anticipate customer actions
Enhance efficiency using intelligent suggestions

Empowered messages

Automated email reports to track progress
Never miss a lead with emailed voicemails
Personalise SMS templates for campaigns

Enhanced mobility

Access the CRM integration on your phone
Tailor customer experiences with just a click
Collaborate and make changes on the go

The AI edge

Enjoy insights like caller patterns, preferences, etc.
Predict conversions and anticipate customer actions
Enhance efficiency using intelligent suggestions

You may also send an email to
support for further assistance.

1800-121-7777 [email protected]

Boost your business communication

No more hassles

An easy-to-use portal for deep data insights that help you grow rapidly.

Set up the integration in a matter of minutes
No codes, installations or maintenance processes
Personalise your dashboard to see crucial information

Simplified. Sophisticated.

Optimise your workflow to achieve quick and lasting results for your business.

CTI pop-ups with caller information for all calls
Use click-to-call and ditch manual dialling
Multi-task without switching screens at all

Uncomplicate your day

A dashboard that’s easy to use and covers all your essential needs in one place.

Customer history for contextual conversations
Get real-time lead status for efficient strategising
Automate workflow by embedding in Salesforce

Set the gold standard of communication
for your clients today.

1800-121-7777 Start my free trial

Check out our other integrations

Zoho CRM

Take customer relationships to the next level by adding the power of Zoho CRM to your Acefone cloud solutions.

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MS Dynamics 365

Acefone telephony solutions + Microsoft Dynamics 365 = A powerful integration to transform your customer relationships.

Learn More

Salesforce

Deliver 360° customer service by integrating your Acefone cloud solutions with the Salesforce CRM.

Learn More

Hubspot

Integrate your Acefone solutions with the Hubspot CRM to automate, collaborate, and accelerate all customer interactions.

Learn More

Freshdesk

Unlock the 3Cs of outstanding customer service by integrating Acefone with the Freshdesk Helpdesk.

Learn More

Zendesk

Combine Acefone’s best-in-class cloud communication services with Zendesk’s intuitive CRM and build lasting customer relationships.

Learn More

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