The IPFone Salesforce Connector provides an unparalleled way for users to communicate with customers and business partners by enabling users to access advanced voice features from within their Salesforce.com account.  For incoming calls, the application retrieves and displays that caller's contact record information. Placing outbound calls are just as easy, simply click on the contact name to place the call. 

IPFone Salesforce Connector App 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.

·         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.

There is more CRM connectors available. For more information contact your sales executive or click here

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