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Cloud Telephony + Salesforce Integrations

Build better customer connections

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

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Integrate to stay a
step ahead

Empowered emails

Empowered emails

  • Automated email reports to track progress
  • Get voicemails emailed so you never miss a lead
  • Personalised email templates for marketing campaigns
Enhanced mobility

Enhanced mobility

  • Access the CRM integration on your phone
  • Tailor experiences with just a click
  • Collaborate and make changes on the go
The AI edge

The AI edge

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

Steps to Integrate with Salesforce

Signing Into Acefone

STEP 1

Signing Into 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
Configuring Acefone with salesforce

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
Authorising salesforce

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

Bringing your customers closer
to your business

Boost your business communication

No more hassles

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

  • Set up the integration in a matter of minutes
  • No codes, installations or maintenance processes
  • Personalise 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
  • Multitask 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 lead status for efficient strategising
  • Automate workflow by embedding in Salesforce

Integrate your Cloud Phone with
Salesforce in Three Simple Steps

  • 1 Login to Acefone arrow forward
  • 2 Enable Integration arrow forward
  • 3 Configure Integrations

You're at the start of something special.

Try our cloud phone system today.

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