The CloudCTI integration with Salesforce is fully embedded; no local software is required. CloudCTI offers an extensive integration with the telephony environment.
Summary
With the Salesforce integration, the caller is recognized by the phone number sent and the caller's details are shown in Salesforce. Various actions can be automated. Calls can be set up directly from Salesforce, entering phone numbers manually is no longer necessary. Calls are automatically registered in Salesforce.
Features
• Set up a call automatically (click-to-call) with a mouse click or hot key.
• With a mouse click, a screen showing the caller's data within Salesforce can be opened real time.
• Automatically record calls in the activity history of the caller's file in Salesforce.
Technical
Compatibility
CloudCTI is a fully cloud-based software and therefore deployable anywhere and easy to implement. Windows, MacOS and Chromebook (web client) are supported. Data is only cached and the highest security requirements are met.
