Native vs. Non-Native: Which Are the Best Salesforce Apps?
With a whopping 7,000+ apps available on the Salesforce AppExchange, identifying the best Salesforce apps for your business needs can feel like finding a needle in a haystack. Despite the challenge, making the right choice is essential for leveraging the power and flexibility of Salesforce technology to boost your business operations and customer relationships. In… Read more »
What is Open CTI and What Are the Benefits?
Since 73% of customers expect seamless interactions, your business needs all customer contact to be seamless. Salesforce Open CTI helps agents offer a more personalized and efficient service. It also allows for call transfers without putting the customer on hold. Open CTI, or Open Computer Telephone Integration, is a set of standards and protocols. It… Read more »
The Ultimate Guide on How to Create a Campaign in Salesforce
Marketing is more important for businesses today than it has ever been in the past. About 65.7% of the global population uses the internet, and you need to be able to reach a wide audience if you want to keep up with your competitors. Salesforce is an incredibly powerful tool that businesses all over the… Read more »
A CRM for Non-profits: How Salesforce Empowers Non-profit Organization
In the world of non-profits, where every penny and second count, there’s a seismic shift happening. Non-profits today face a startling challenge: staying connected in an ever-evolving digital world. But how do they keep pace with the rapid changes and growing demands? The answer lies in a CRM for non-profits. Salesforce, a leader in CRM… Read more »
Master the Revenue Schedule in Salesforce With This Complete Guide
Mastering the revenue schedule in Salesforce can be the linchpin to unlocking unparalleled efficiency and accuracy in your business operations. Imagine a scenario where missed opportunities and revenue leaks are things of the past, and your sales department operates with the precision of a well-oiled machine. This idealistic vision is a tangible reality with the… Read more »
10 Ways to Improve Call Quality When Working from Home
I want to offer ten helpful tips to improve call quality when working from home and using a softphone application. 1. Try to be on a wired internet connection Wired internet will give a higher quality connection than wifi. If a wired internet connection is not possible where you sit, then a range extender could… Read more »
Fastcall Call Goals and Call Lists – 2020
Fastcall planned calls are set for individual records over a time period. Example 5 calls in 5 weeks. Fastcall will schedule each planned call after the completed call. When added, Fastcall schedules the followup calls using a default timing which can be edited. Days are expressed in the number of days after the prior call.… Read more »
Fastcall Keypad and Dialing Extensions
Helpful tips when using the Fastcall keypad and dialing extensions. Fastcall Keypad Dialing Extensions When this setting is enabled, Fastcall will dial a number in this format 555-444-3333 X 1234
Fastcall Simulring: Softphone and Mobile
Here is an example of ringing the Fastcall softphone and mobile in simulring. The softphone rings first – its a bit faster – then the mobile rings. The user can answer in either device. Inbound Settings Inbound settings are set for the user.
Fastcall Automated Call Distribution (ACD) with User Phones
User Route with Voicemail The easy setup for a Fastcall user phone is to set a user route with voicemail. Options include simulring or overflow. Fastcall ACD with User Phone Another option is to use a FastCall ACD with a user phone. You can route the call to a user, then if the user does… Read more »
