gUnify Salesforce Connector AI

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gUnify Salesforce Connect integrates Salesforce CRM with VoIP services for effortless communication tracking and management. Users can optimize their sales processes by automatically logging calls, managing contacts, and enhancing collaboration within the Salesforce platform.
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Apr 18 2024
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gUnify Salesforce Connector AI

gUnify Salesforce Connector AI

0
0
gUnify Salesforce Connector AI
gUnify Salesforce Connect integrates Salesforce CRM with VoIP services for effortless communication tracking and management. Users can optimize their sales processes by automatically logging calls, managing contacts, and enhancing collaboration within the Salesforce platform.
Added on:
Social & Email:
Platform:
Apr 18 2024
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What is gUnify Salesforce Connector AI?

gUnify Salesforce Connect is a powerful extension designed to bridge the gap between Salesforce CRM and VoIP services like BroadSoft. It enables users to easily log calls, manage customer interactions, and access vital data without switching between applications. With this integration, sales teams can streamline their workflows by facilitating real-time information exchange, enhancing collaboration, and ultimately improving customer service. The connection simplifies access to communication history and updates CRM records automatically, ensuring that every interaction is documented and actionable.

Who will use gUnify Salesforce Connector AI?

  • Salesforce users
  • Sales teams
  • Customer support teams
  • VoIP service providers
  • Business operations managers

How to use the gUnify Salesforce Connector AI?

  • Step1: Install the gUnify Salesforce Connect extension from the Chrome Web Store.
  • Step2: Log in to your Salesforce account through the extension.
  • Step3: Connect your VoIP provider that supports BroadSoft.
  • Step4: Configure settings to customize call logging and notifications.
  • Step5: Start making calls and the software will automatically log activities to your Salesforce records.

Platform

  • web
  • chrome

gUnify Salesforce Connector AI's Core Features & Benefits

The Core Features

  • Automatic call logging
  • Integration with BroadSoft VoIP
  • Real-time data synchronization
  • Click-to-call functionality
  • Contact management

The Benefits

  • Increased productivity by reducing manual entry
  • Enhanced customer relationship management
  • Improved team collaboration
  • Streamlined workflows between communication and CRM
  • Better tracking of customer interactions

gUnify Salesforce Connector AI's Main Use Cases & Applications

  • Sales call tracking and management
  • Customer support activity logging
  • VoIP integration for CRM updates
  • Automating communication workflows
  • Enhancing sales productivity

FAQs of gUnify Salesforce Connector AI

gUnify Salesforce Connector AI Company Information

gUnify Salesforce Connector AI Reviews

5/5
Do You Recommend gUnify Salesforce Connector AI? Leave a Comment Below!

gUnify Salesforce Connector AI's Main Competitors and alternatives?

  • Vonage Integration Suite
  • Aircall
  • RingCentral
  • CloudTalk
  • Dialpad

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