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Voice App: SalesForce Phone Connector

Salesforce Phone Connector

SimpleSignal for Salesforce lets you manage your key communication functions within Salesforce.com. Now your CRM and phone become one as you click to call 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

  • 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, date, duration, etc. within Salesforce activity history.