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- use 'Click to Dial' from any phone number in Salesforce (at least any phone number in a Saleforce 'Phone' type field).
- use Screen Pops which will automatically pop an Account's details, Cases or other items you choose when a call from a customer rings on the user's Noojee phone.
- automatically create an 'Activity' record against the callers's Account recording the calls details (caller, date/time, duration, agent etc).
Salesforce Lightening Edition provide a Call Centre module that allows Call Centre software such as Noojee Contact to be directly integerated wth integrated with Saleforce.
This type of integration is referred to a Computer Telephone Integration (CTI).
Noojee's Salesforce CTI module is a standard Salesforce package that is simple to install and configure.
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- Salesforce Lightenting Edition
- Salesforce Call Centre Module
- Noojee Contact 6.5 or above.
Salesforce Provide provides a number of articles on configure configuring Salesforce when using a Call Centre module:
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- Obtain the Noojee Contact API Key
- Install the Noojee CTI package
- Create Custom Settings and configure a Call Centre in SalesforceInstall the Noojee CTI package.
- Enable a remote site for your Noojee PBX.
- Configure the rules for the softphone layout (what information is popped when a call arrives).Configure the permissions
- for each user that will be using Noojee CTIAdd users to the Noojee Call Centre in salesforce.