Tip of the Week – Choosing the right phone integration for Salesforce
It’s a new year and a great time to start looking at the future of your CRM. There are a lot of fantastic enhancements which can really improve your process workflow and take you to the next level. One which we find is universally powerful is implementing a CTI solution. CTI, or computer telephony integration, allows your telephone and Salesforce systems to talk to each other to accomplish some incredible tasks like making phone calls straight from Salesforce (and even autodialing hundreds of numbers in sequence), logging call times, recording calls, and even automatically opening a Salesforce record when the system recognizes the phone number of an incoming call (called “screen pops”), not to mention some incredible reporting and metrics. CTI is great for sales, support, and any team that spends a lot of time on the phone with clients.
With a number of great solutions on the market such as InsideSales, Ring Central, Dialsource, and FastCall, how do you know what’s going to give you the best bang for your buck? Start by sitting down with your team and identifying the features you need and budget considerations. To help you make the right decision, we recommend checking out this handy CTI comparison guide from Corey Crellin at American HealthCare Lending (thanks as always to the Salesforce Success Community) which will help shed some light on features, reviews, and more. Once you’ve narrowed it down to a short list, schedule a demo with each provider to go over your wish list and see what all they have to offer. When your CTI is up and running, you’re going to love your new Salesforce experience!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.