Evolve IP’s world-class hosted IP Phone System is the enterprise voice solution for users of Salesforce.com. Deliver the true value of unified communications by bringing together hosted Unified Communications (UC) and the industry’s leading CRM solution. The Salesforce.com integration provides a screen-pop with seamless contact information lookup, and automated call logging directly into your Salesforce account.

Integration between Evolve IP hosted voice services and Salesforce.com’s Sales and Service Clouds ensures dramatic productivity gains. The seamless integration provides easy-to-use experiences for end users with click-to-dial leads and contact, automated call logging in the activity history records, contact lookups with screen pops, and much more.

 

Why Evolve IP Salesforce Integration?

Remote and mobile users
Remote and mobile users will have calls automatically recorded into Salesforce when utilizing any soft phone on mobile devices, tablets, or laptops connected to the EvolveIP hosted phone system. Users can allow the application to record all calls directly into Salesforce.com, so their focus is on connecting with more clients rather than on performing manual record keeping.

Features

  • Automated call logging in Activity History records for both inbound and outbound calling
  • Screen-pop with contact lookup based on caller ID. Subject note, detailed notes, call tags and billable events can easily be updated and written directly into the Activity History record
  • Click-to-dial from leads, contacts, and any phone number listed inside the Salesforce.com application
  • Easy linking to leads, contacts, accounts, opportunities and cases modules. Click a simple pop-out button to navigate from call window to any module in Salesforce.com
  • Call window for searching Contacts, access to call history, and favorites/speed dials
  • Missed call notifications

 

Benefits

  • Achieve an integrated, multi-touch sales and marketing organization by integrating activity and logging into Salesforce.com’s “Salesforce Sales Cloud”
  • Take advantage of the Salesforce.com “Salesforce Service Cloud” to create a multi-channel service desk integrated with the Evolved Call Center
  • Improve user productivity to find information in Salesforce.com faster with automated contact lookup
  • Ensure ability for remote and mobile workers to have all calls recorded against contacts and leads
  • Easily deploy and maintain using the Google Chrome browser
  • Provide Salesforce.com reports as the system of record for call accounting for contacts and leads
Salesforce Contact Integration, Call Dialer
Inbound Caller ID Lookup with Call Log Window
Create New Activity Directly into Salesforce from Call Log Window
Salesforce.com Integration Click to Dial