Salesforce Integration
Salesforce Integration With Cloud Telephony Towards Powerful Business Benefit
Salesforce is a Business Oriented Solution
Salesforce allows you to integrate third-party applications for better customer engagement and seamless customer experience. If the information is channelised then it further helps in making business decisions.
Salesforce is one of the most renowned platforms that can be customised as per the existing business needs. Salesforce CRM comes with several features that enhance the utilities of any business model you use.
Integrating Acefone with CRM, you are facilitated with the following features:
- Place calls with a click: Click on the contact icon to start the call.
- Easily manage your leads/contacts: Follow few simple steps & edit/ update your contact details.
- No hassles of switching from one screen to another: Dial calls with a single click on the number displayed anywhere on the screen.
- CTI Pop-ups: You receive screen pop-ups for your incoming calls, and you can easily access the contact details of the callers from the pop-ups.
- Get all your call logs: You can easily track your call activities and retrieve details from the CRM call logs.
- Save the follow-up details: After the call, you can conveniently save all the follow- up details and set important reminders.
Salesforce Integration Benefits
Easy Integration
Salesforce can be easily integrated with Acefone. Login the Acefone account and choose Salesforce under the integration tab. Put in Salesforce credentials and click on enable. You can access the data saved in Salesforce from anywhere now and place calls easily.
Salesforce allows you to do better data governance with robust security and risk management features. In this way, you can easily pick the areas that need improvement and find the factors that further influence customer outreach.
Click-to-Call
Once you enable Salesforce with Acefone, you have all the customer contact details here. You get a pop-up screen to dial the contact numbers. The agents can click the contact number and place a call.
Salesforce and VoIP telephony integration provides improved data access and comes with enterprise-ready applications. Salesforce integration also automates and simplifies operations such as placing calls and help you avoid accidental misdial. Organise your data and decide on your business strategies for better results. Options like click-to-call enhance overall productivity.
Access to Customer Data
Once you login Salesforce portal, you can easily access all the customer information such as contact numbers and previous conversation history. Once integrated with the hosted phone system, lead management becomes much easier, and agents can plan to contact promising leads accordingly.
You can also ensure that all the customer information is secure and remain streamlined with the continuous changes in your business process. It further maintains a seamless experience for the user. You can also embed the workflow inside the Salesforce software.
Salesforce Integration For Better Business Results
Reports & Dashboards
You can download the detailed reports to track leads, conversions with all the necessary statistics in real-time with better sales forecasting.
Email Integration
You can sync important emails to ensure users have a seamless experience while maintaining your inbox on different devices.
Sales Data and Intelligence
With Intelligent contact management solution and sales data, you can sell smarter and your team can become more productive.
Lead Management
Get insights to convert more leads into sales and, also find opportunities to interact with the promising leads in a better way.
Data Administration
Access data resource management to control insights and data with the help of concrete planning and organisation.
Sales Forecasting
Get a complete overview of the data that does the comprehensive forecasts for the sales and helps you make informed decisions.
Our Services
Become A Partner
Becoming a partner with Acefone is a simple way for your business to sell innovative, cloud phone systems to more and more customers. Reseller plans can be bespoke to your business and will come with two options, both with your business having ownership of your customers and pricing. Acefone provides a Bureau Billing service, allowing resellers to focus on building their business rather than dedicating time to a monthly billing process. We also provide 24/7 business support to your customers, to ensure optimum customer satisfaction.
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