Integrate Aircall with Salesforce to:
One Click to login to both the applications. Aircall integrates with Salesforce as a Channel Integration Framework and supports versions 1 & 2. Aircall functionality is visible as a panel in the right hand side and consumes 300px by 580px or 24% of the screen space. One-Click to minimize or restore back to manage your Salesforce workspace.
Unified user Presence management among both the applications.
Choose a Queue or Campaign on your Aircall panel in your Salesforce CRM. Input the number to be dialed. A call is initiated and connected to the user upon success.
Click on a Contact > Number within your Salesforce CRM to initiate a call.
Manage presence settings with a One click Login/Logoff to your Campaigns & Queues. Recieve interactions from centrally managed outbound call campaigns on various dialing algorithms such as predictive, preview or progressive. Simultaneously attend to conversations on Queues.
On receiving an interaction, Get a Pop-Up of the Customer details in your Salesforce CRM as configured for your Team & Number.
When multiple records are associated to a conversation ID, List of associated entities and secondary entities are shown to the user. Click to view and identify the relevant information record to tag the conversation with.
Could also be configured to Dynamically Pop-up various entities such as contacts, accounts, incidents, opportunities or any other custom entity based on available information from interaction history, inputs in IVR, information within Salesforce records or any other 3rd party widgets used before starting the conversation.
Wrap up the conversation by adding notes and choosing a Tag from those configured in Aircall. Wrap-Up Data and activity information automatically gets updated against the customer record in Salesforce.
Provision for Custom user input fields to enter inputs while on a conversation. The inputs will automatically get synced with the configured entities in Salesforce.
Input fields can be configured to update simple plain user inputs as a string or by using a formula that gives a computed value involving data from user inputs, data from Salesforce, Aircall and any 3rd party application.
Collaborate with team members with the advanced communication options to confer with an expert or transfer to a team member or a Queue.
Get up and running in under 5 minutes.