Specifically, Pipedrive's integration with Aircall allows users to make phone calls from Pipedrive using Aircall's functions, so you do not need to interrupt your workflow in Pipedrive in order to stay productive. A Salesforce License c.Note: Only admin users can set up the Aircall integration in a Pipedrive company account.Īircall is an app designed to set and manage phone operations for companies around the globe. Top-level Salesforce administrator privileges or full object-level and full-field-level security permissions. What permissions do I need to use this integration? a. How do I Configure my Aircall Phone with Salesforce CRM? Full instructions for setting up your integration can be found here, or in the sidebar under FAQ. What types of plans are required for this integration? The Aircall + Salesforce integration is currently only available for those on the Aircall Professional Plan as well as the Salesforce account on the Enterprise or Unlimited Plan. Interactive Voice Response (IVR): Set up a smart directory that will automatically guide a customer to the correct team on their first try Omni-Channel Capability: Managers can use this feature to minimize distractions for agents, monitor call status live in Salesforce and make adjustments in real-time, resulting in higher customer satisfaction Insight Cards: See more context behind every inbound call with data automatically pulled from your Salesforce app into view Sales Engagement compatibility: Save time and move prospects through your cadence right from the CTI The Aircall + Salesforce telephony integration has lots of time-saving features for teams including:Ĭlick-to-call: Get incoming call alerts sent to your screen and start the conversation instantly by clicking the banner Increase productivity When it comes to calling prospects and closing deals over the phone, we know that time is precious. Missed calls? Quickly create cases for missed calls and voicemails to ensure agents can deliver timely responses and improve your customer experience.Ħ. Integrate with Salesforce to automatically route inbound and outbound calls to the right person, in real-time. Eliminate manual data entry Skip the busywork and let Aircall's phone system automatically sync call data and trigger your next workflow steps. Use our call tagging and custom field features to customize your team's reporting to your specific business.ĥ. Gain deeper insights from every call and across your team activities by linking Aircall data to your Salesforce dashboards or by using our pre-built reports. Our seamless integration lets you easily manage data across all Salesforce Objects, including leads, contacts, accounts, cases, tasks, and activities. Automate reporting for better team performance Great reporting means better team performance. Our iPhone and Android mobile app can be used to keep your Salesforce data up to date, no matter where you are.Ĥ. Flexibility Don't compromise call quality, or risk data loss by working remotely or in the field. When all your customer communications are in one place, tracking and following up with prospects and leads is a breeze for your team.ģ. Increase Customer Satisfaction: Manage all your customer communications in one place with our Salesforce phone integration. Save call recordings and other call data to our dedicated Aircall Voice Object to automatically track each caller’s history.Ģ. Make outbound dials and receive inbound calls without ever switching screens, thanks to our natively integrated phone app. Centralize your workflows Sales and support teams can now handle all their calls directly in Salesforce without jumping back and forth from phone to CRM. Benefits of Integrating Aircall with Salesforceġ. How Aircall works with SalesforceĪircall’s Computer Telephony Integration (CTI) for Salesforce Lightning & Salesforce Classic empowers your support agents, sales reps, and entire team to streamline their workflows and increase productivity. Aircall’s Computer Telephony Integration (CTI) for Salesforce Lightning & Salesforce Classic empowers your support agents, sales reps, and entire team to streamline their workflows and increase productivity.
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