Cloud Telephony + Salesforce Integrations
Build better customer connections
Deliver 360° customer service by integrating your Acefone cloud solutions with the Salesforce CRM.
Integrate to stay a
step ahead
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
- Access the CRM integration on your phone
- Tailor 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
Steps to Integrate with Salesforce
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
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
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
- 2 Enable Integration
- 3 Configure Integrations
More Cloud Telephony Integrations
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