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Salesforce CTI Integration

Cater to your clientele with relevant information at your fingertips – all in a seamless workflow experience. Adding new contacts, taking notes, creating reminder tasks, and even notifying colleagues about an action item becomes a breeze with this user-friendly tool.

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Salesforce CTI Integration

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  1. (866) 330-4678 Login  Enhance your company's productivity through simpler outbound calling, superior PDFmyURL - online url to pdf conversion

  2. 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. PDFmyURL - online url to pdf conversion

  3. @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 “Follow- up 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 connector. Previous calls and notes are pulled in real time directly from Salesforce and displayed in the popup. All calls are automatically logged. You don’t even need your Salesforce open or your computer on for ActiveCRM to work. The ActiveCRM popup shows entered call notes on all browser tabs. You’ll never need to remember what tab you were using in order to log your calls. Turn on Gamification and encourage engagement with your team. Full call history both through ActiveDial and through our Call Center control panel reporting suite. Click-to-Dial lets your users click any phone number on any website. Salesforce reports, online inboxes and spreadsheets, Linkedin, etc. Easily share notes using the @mention syntax. PDFmyURL - online url to pdf conversion

  4. Easily share notes using the @mention syntax. No training needed. Easy to use interface. Handle multiple calls (Call Waiting) all from the popup, never lose a call note. Need to make lots of calls quickly? Forget those other power dialers, auto-dialers, progressive and predictive dialers, get our ActiveDialer! Automatically relate calls to Opportunities and Cases if dialed from Salesforce. Call center agents take advantage of call popups on every browser tab. Agents can ad notes and log calls from any website even if they are not logged into Salesforce. Multiple contacts from one number are easy to match right from the popup. Quickly open lead / contact names and account information directly in 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 COMPANY RECENT BLOG POSTS EXPLORE OUR FEATURES What Type of Managed Service Provider (MSP) are You? 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. Mobility Intelligence August 10, 2016 Unification Best Office Phone Systems For Medium to Large Businesses Continuity Expertise August 8, 2016 Phone Systems Evolved ™ Global Reach CONTACT INFO ActivePBX® PDFmyURL - online url to pdf conversion

  5. 1444 Biscayne Blvd., Suite 313 Miami, FL 33132 1-866-330-4678 786-718-1821 http://activepbx.com PDFmyURL - online url to pdf conversion

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