SimpleSignal Voice OnDemand lets you manage your key communication functions within Salesforce.
Now your CRM and phone become one as you click to make calls directly from your contacts, answer calls,
place calls on hold, initiate new calls on a second line, transfer and more without ever leaving your Salesforce screen.
Key Features & Benefits
- Easy to set up and use
We've automated the entire process
- Works with any phone!
Your desk phone, mobile phone, home phone or hotel phone become one with Salesforce.
- Screen pops
Announce inbound calls and then automatically present the caller's Contact information from Salesforce
- Quicknotes
Type notes from a call into the Quicknotes window in the sidebar and instantly connect them to any Salesforce
"object" such as opportunities, contacts, accounts, etc. When the call is completed, the notes are automatically
recorded as a completed task. Then search for notes by subject, keyword, date or time.
- View detailed logs for day, week or month including time
View detailed logs for day, week or month including time, date, duration, etc. within Salesforce activity history.
Links and Resources
SimpleSignal Connector Configuration & User Guide
Download Connector
