InGenius CRM Integrations for Salesforce.com

InGenius Connector for Salesforce is a PC application that seamlessly integrates your telephone operations directly into your Salesforce environment, providing multiple features including click-to-dial from Salesforce and Salesforce contact record pop-up based on incoming call. With InGenius Connector for Salesforce, you never have to leave your Salesforce environment. Calls are automatically logged in the appropriate contact record, you can add notes while on the call and you even have the ability to indicate how the call was wrapped up. InGenius Connector for Salesforce will help you to accelerate, simplify and streamline your workflow.

InGenius Connector for Salesforce works with multiple platforms. Select your platform below to get started with your FREE trial, explore product documentation or obtain more information.

Product Video

Features*

• Screen pop on incoming and outgoing calls based on received and placed calls that are matched to the corresponding record in Salesforce.com.
  
  
  
• Click-to-dial from within the Salesforce.com user interface
  
  
  
• Integrated call control: Answer, Release, Forward, Conference, Transfer call from within the Salesforce.com user interface
  
  
  
• Selective match: If caller ID matches multiple records within Salesforce.com, the user can select the appropriate record when the caller has been identified verbally
  
  
  
• Call reporting: run detailed reports on call usage by employees and track down which customers are calling in most frequently
  
  
  
• Call logging: all information is auto-logged with the associated contact  
  
  
  

 *Features may vary depending on the telephony platform being used.  

Technical Requirements:

• Internet Explorer 6.0 or later
• Windows 2000 or XP
• 256 MB of RAM (512 MB recommended)
• 20 MB disk space minimum
• P2 500Mhz processor or above
• Salesforce Professional, Enterprise or Unlimited Editions

For more information please email us at sales@InGenius.com.