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Salesforce CTI Integration .pdf



Original filename: Salesforce CTI Integration.pdf
Title: Salesforce CTI and ActiveCRM integration with ActivePBX Telephony - ActivePBX | Phone Systems > Evolved

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Enhance your company's productivity through simpler outbound calling, superior
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Enhance your company's productivity through simpler outbound calling, superior
relationship monitoring, follow-up activity, lead generation, and analytics.
Call Popups

Real-time Analytics

Click to Dial

CRM Task Creation

Automatic Call Logging

CRM Records Creation

Request a Quote

Calls
We sync your entire list of inbound and outbound phone calls.
ActiveCRM will even tell you who in your company answered the call. We
will let you know who spoke to your lead or customer and what they
spoke about about.

Emails
We will sync your last customer emails from Salesforce. You’ll never have
to guess what that last conversation was with the customer. Start where
you left off and gain more efficiency.

Notes
Take notes and they will be displayed in the activities slider. Quickly
check your latest notes. Have the necessary intelligence to close those
deals and help customers all from one place.
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@mentions
It’s easy to share you call notes with team members; just type @ and the
username (e.g. @john). Your call notes and record will get emailed
directly to that user. This assures that important information is not only
entered into Salesforce but also emailed to your teammate.

Task Follow-up
Natural language processing lets you type familiar phrases like “Followup next tomorrow” and ActiveCRM will create a task in Salesforce to
remind you to follow up with your caller on a specific date!

Indicators
ActiveCRM will show a green indicator on the right corner for both
@mentions and task follow-ups so that you know what activities will be
processed after the call is completed.

Features your users will love, ActiveCRM is not your traditional CTI

Previous calls and notes are pulled in real time directly from

connector.

Salesforce and displayed in the popup.

All calls are automatically logged. You don’t even need your Salesforce

The ActiveCRM popup shows entered call notes on all browser tabs.

open or your computer on for ActiveCRM to work.

You’ll never need to remember what tab you were using in order to

Turn on Gamification and encourage engagement with your team.

log your calls.

Click-to-Dial lets your users click any phone number on any website.

Full call history both through ActiveDial and through our Call Center

Salesforce reports, online inboxes and spreadsheets, Linkedin, etc.
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control panel reporting suite.
Easily share notes using the @mention syntax.

No training needed. Easy to use interface.

Easily share notes using the @mention syntax.

Need to make lots of calls quickly? Forget those other power dialers,

Handle multiple calls (Call Waiting) all from the popup, never lose a

auto-dialers, progressive and predictive dialers, get our ActiveDialer!

call note.

Call center agents take advantage of call popups on every browser

Automatically relate calls to Opportunities and Cases if dialed from

tab. Agents can ad notes and log calls from any website even if they

Salesforce.

are not logged into Salesforce.

Multiple contacts from one number are easy to match right from the

Quickly open lead / contact names and account information directly in

popup.

Salesforce by clicking a link in the pop up.

Gamification makes sales fun again by rewarding active users.
Popups can hide in an unobtrusive way on the side of your browser.
Easy to understand call metrics.

OUR COM PAN Y
ActivePBX® is a cloud-based business phone
system that saves you money while
increasing productivity and mobility. The
system works with your existing broadband
Internet connection, which eliminates the
need for costly telecom hardware and
traditional phone services.
Phone Systems Evolved ™

EXPLOR E OUR FEATUR ES

R ECEN T BLOG POSTS
What Type of Managed
Service Provider (MSP)
are You?

Mobility
Intelligence

August 10, 2016

Unification
Continuity

Best Office Phone
Systems For Medium to
Large Businesses

Expertise

August 8, 2016

Global Reach

CON TACT IN FO
ActivePBX®
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1444 Biscayne Blvd., Suite 313
Miami, FL 33132
1-866-330-4678
786-718-1821
http://activepbx.com

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