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gUnify Salesforce Connector AI

★4.2
💬11
💲Free

The gUnify Salesforce Connector AI is a cloud-based application that integrates with Salesforce and BroadWorks VoIP to automate call logging and enable click-to-dial functionality. It improves efficiency by allowing users to log calls, take notes, and access caller information seamlessly from their browser.

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Platform
ext
AutomationBroadWorksCRMCall loggingCall trackingClick to dialProductivity

What is gUnify Salesforce Connector AI?

The gUnify Salesforce Connector AI is a cloud-based tool designed for Salesforce users who use the BroadWorks VoIP platform. It automates call logging, captures call notes, and records this information directly in Salesforce. The tool also enables click-to-dial functionality from any phone number appearing in Google Chrome, connecting calls through the user's VoIP service provider. This solution helps streamline communication processes and improve data accuracy within Salesforce.

Core Technologies

  • Cloud-based Integration
  • VoIP Connectivity
  • Automated Call Logging
  • Browser Extension
  • CRM Integration
  • Screen Pop Technology

Key Capabilities

  • Log calls automatically
  • Enable click-to-dial from web pages
  • Capture call notes in Salesforce
  • Provide screen pops with caller info
  • Customize features for organizations

Use Cases

  • Automatically log all calls made through a BroadWorks VoIP provider into Salesforce.
  • Allow sales teams to dial numbers directly from web pages.
  • Give customer service reps instant access to caller information.
  • Let administrators configure call logging and note-taking settings across the organization.

Core Benefits

  • Saves time with automated call logging
  • Improves data accuracy in Salesforce
  • Enhances productivity with click-to-dial
  • Provides immediate access to caller details via screen pops
  • Supports customization for organizational needs

Key Features

  • Click to Call
  • Automated Call Logging
  • Incoming/Outbound Screen Pop
  • Quick Add Phone Numbers to Salesforce
  • Call Tagging and Note Taking
  • Administrator Role for Account Wide Features
  • Quick Access to Missed Calls and Calls not Logged
  • Background App Ability

How to Use

  1. 1
    Install the gUnify Salesforce Connector AI Chrome extension.
  2. 2
    Configure it with your VoIP service provider credentials and Salesforce account.
  3. 3
    Use the click-to-dial feature by clicking on any phone number in Chrome.
  4. 4
    The extension logs calls and allows note-taking within Salesforce.

Frequently Asked Questions

Q.What is the gUnify Salesforce Connector AI?

A.It's a cloud-based solution that integrates your BroadWorks VoIP service with Salesforce, automating call logging and enabling click-to-dial functionality.

Q.How do I get a confirmation code?

A.Confirmation codes can be obtained from your VoIP service provider running on the BroadWorks platform.

Q.Can the application run in the background?

A.Yes, gUnify Salesforce Connector AI can run in the background, allowing screen pop notifications to work without user action.

Pros & Cons (Reserved)

✓ Pros

  • Automated call logging saves time and improves data accuracy.
  • Click-to-dial enhances efficiency for sales and support teams.
  • Screen pops provide immediate access to caller information.
  • Customizable features cater to specific organizational needs.
  • Background app ability ensures continuous operation without user intervention.

✗ Cons

  • Requires a VoIP service provider running on the BroadWorks platform.
  • Needs a confirmation code to use the extension's features.
  • Potential dependency on the stability of the cloud-based service.
  • Customization options might require administrative expertise.

Alternatives

No alternatives found.