Salesforce brings together all your customer information into a single, integrated platform that enables you to build a customer-centred business.
So what does Invoco’s Call Tracking and Hosted PBX integrations into Salesforce do? Well, some pretty cool stuff actually…
Creating new contacts and updating existing contact records
So when you receive a call to one of your numbers we’ll do a real-time lookup to your Salesforce database and:
So now, as well as all of the online and email tracking that Salesforce does so well, you now also have a comprehensive call history for that contact.
Desktop call notifications with real-time lookups into your Salesforce system
See who’s calling you in real-time with desktop notifications linked to your Salesforce system. Clicking on the notification will take you straight into the contact record as well!
And if you’re using the Invoco Hosted PBX system, we’ll even send the caller information straight to your Invoco VoIP phone.