gUnify Salesforce Connector AI

A cloud-based solution for Salesforce users who's hosted VOIP provider runs on the BroadWorks platform.

¿Qué es gUnify Salesforce Connector AI?

gUnify Salesforce Connector AI es una extensión de Chrome desarrollada por gUnify, y su función principal es "A cloud-based solution for Salesforce users who's hosted VOIP provider runs on the BroadWorks platform.".

Capturas de Pantalla de la Extensión

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Descargar Archivo CRX de la Extensión gUnify Salesforce Connector AI

Descarga archivos de extensión gUnify Salesforce Connector AI en formato crx, instala manualmente las extensiones de Chrome en el navegador o comparte los archivos crx con amigos para instalar fácilmente las extensiones de Chrome.

Instrucciones de Uso de la Extensión

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Note: You must have a confirmation code to use the features of this extension.  Confirmation Codes can be obtained from your VoIP service provider running on the BroadWorks platform.
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The gUnify Salesforce Connector AI is a cloud-based solution for Salesforce users whose hosted VOIP provider runs on the BroadWorks platform. The application automatically logs all incoming and outgoing call data, captures the user call notes, and records this information in Salesforce.

The extension allows users to click-to-dial any number appearing in a Google Chrome browser and connects the call through their VoIP service provider.

- Click to Call
Click-to-dial any number appearing in a Google Chrome browser and connect the call through the VoIP service provider.

- Automated Call Logging
Automatically log all incoming and outgoing calls from VoIP service provider to Salesforce when the caller id or clicked number is matched to either a Salesforce contact or lead.

- Incoming/Outbound Screen Pop
Incoming screen pop with answer or decline and send to voicemail options. Call in progress screen pop with end call or open call log window options.  Missed call screen pop with call back or call back and open call log window options.

- Quick Add Phone Numbers to Salesforce 
Unrecognized numbers can be added to new or existing contacts, leads or accounts from the call log window.

- Call Tagging and Note Taking
Easy to use call tagging and note taking for all inbound/outbound calls, recorded in Salesforce contact, lead, or custom objects..  For calls to Salesforce contacts you have the option to associate the call to an Account,  Case, and Opportunity as well.

-  Administrator Role for  Account Wide Features
Admins can enable features account wide:call logging for un-matched numbers in Salesforce, auto open call log window, minimum character limits in call notes, and customizable call noting subject structure. 

-  Quick Access to Missed Calls and Calls not Logged
The reports tab in the gUnify Panel allows users to quickly view and act on missed calls, calls not logged to Salesforce, and calls that associated the multiple Salesforce contacts. 

- Background App Ability
gUnify Salesforce Connector AI can run in the background without any Chrome window or tab being open.  Chrome will start running in the background when the system is restarted allowing screen pop notifications to work without user action

For more information:
https://businesssupport.vonage.com/articles/Answer/gUnify-Salesforce-Connector                    

Información Básica de la Extensión

Nombre gUnify Salesforce Connector AI gUnify Salesforce Connector AI
ID fllpmnnphikdeefmmhmhbikpiiljfhme
URL Oficial https://chromewebstore.google.com/detail/gunify-salesforce-connect/fllpmnnphikdeefmmhmhbikpiiljfhme
Descripción A cloud-based solution for Salesforce users who's hosted VOIP provider runs on the BroadWorks platform.
Tamaño del Archivo 1.12 MB
Cantidad de Instalaciones 363
Versión Actual 2022.614.1620.1
Última Actualización 2022-07-05
Fecha de Publicación 2020-07-17
Calificación 5.00/5 Total de 1 Calificaciones
Desarrollador gUnify
Correo electrónico [email protected]
Tipo de Pago free
Sitio Web de la Extensión http://www.gunify.com/site/Unified/Communications/Google/apps/salesforce_connector.html
URL de la Página de Ayuda http://support.gunify.com/guides/salesforce-connector-ai/
URL de la Página de Política de Privacidad https://www.vonage.com/privacy-policy
Idiomas Soportados en
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