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Salesforce.com Integration

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Get more out of Salesforce with the integration of ShoreTel Communicator.

cellphone

Salesforce.com users can now be even more effecitve and efficient.  Clear Choice Telephones has integrated the ShoreTel Communicator into salesforce.com.  Users can not only make calls right out of Salesforce, but they also have all the benefits of ShoreTel Communicator’s toolbars and call handling features.

Salesforce integration is available for both the ShoreTel premise based system and the SKY cloud system.

Key benefits include:

  • Click–to-Dial – Start a call from within Salesforce anytime a phone number is available. This saves 15-30 seconds and “fat finger” mistakes are eliminated. Less time dialing means more time focused on core functions
  • Automatic Note Taking – Post a call note when you click–to-dial.
  • Inbound Screen Pops – These provide instant visibility of who is calling. Relevant contact information is displayed before the call is answered.
  • 20/20 Activity View – Call records are captured in the Lead or Contact record for all calls made from the business phone system, regardless of whether the user is logged in to Salesforce. Records for calls made on mobile devices using ShoreTel mobility are also captured, giving management a truly complete view in to the activities that drive revenue and customer satisfaction.
  • Voicemail Transcription – Voicemail messages received by ShoreTel Connect CLOUD for Salesforce users are transcribed into text and added to the matching Contact record. This approach takes the idea of creating a comprehensive record of client interaction to a whole new level.
  • Real Time Analytics – Measure representative and campaign success. Understand call quality, not just quantity.
  • Single Sign on to ShoreTel Sky Contact Center – In support of brilliant simplicity, ShoreTel Connect CLOUD Contact Center agents can log in and set their availability states from within the Salesforce application.
  • Workspace Transfer – With Workspace Transfer, service agents are able to transfer the entire user workspace along with the phone call for an optimized customer service experience.
  • Presence Monitoring – Know if a colleague is available to take a call prior to calling or transferring a customer call.
  • Workflow Integration – Launch contextual Call Logs, Follow up Task, and Events from the CTI.


The Salesforce integration is available through individual licenses, so there is a no large upfront cost.  

Interested in learning more?  Contact Clear Choice Telephones at 770-255-3333 to discuss this upcoming product.