gUnify Salesforce Connector AI

A cloud-based platform that seamlessly integrates Salesforce with VoIP services, enabling call logging and click-to-dial features for enhanced productivity.

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About gUnify Salesforce Connector AI

The gUnify Salesforce Connector AI is a cloud-based application designed for Salesforce users utilizing BroadWorks platform VoIP services. It automates the logging of incoming and outgoing calls, captures user notes, and records this data directly within Salesforce. The tool also offers click-to-dial capabilities from any number displayed in Google Chrome, enabling quick call initiation through the VoIP provider.

How to Use

Install the gUnify Salesforce Connector AI Chrome extension. Connect it with your VoIP provider and Salesforce account credentials. Use click-to-dial by clicking any phone number in Chrome. The extension automatically logs calls and allows note-taking within Salesforce.

Features

One-click calling from web pages
Add phone numbers directly to Salesforce
Call tagging and note-taking capabilities
Admin controls for organization-wide settings
Incoming and outgoing call screen popups
Automatic call logging into Salesforce
Runs seamlessly in the background
Quick access to missed and unlogged calls

Use Cases

Enable sales teams to dial contacts directly from websites.
Allow admins to customize call logging and notes across the organization.
Automatically record all calls made via BroadWorks VoIP into Salesforce.
Provide customer support with instant caller information via screen pops.

Best For

Customer support teamsSalesforce administratorsAccount managersSales teams

Pros

Streamlines call logging, saving time and reducing errors.
Provides immediate caller details with screen popups.
Ensures continuous operation with background app functionality.
Offers customizable options to suit organizational needs.
Speeds up sales and support workflows with click-to-dial.

Cons

Requires a confirmation code to activate features.
Dependent on BroadWorks-compatible VoIP providers.
Potential reliance on cloud service stability.
Customization may require administrative expertise.

FAQs

What is the gUnify Salesforce Connector AI?

It is a cloud-based tool that integrates BroadWorks VoIP with Salesforce, automating call logging and enabling click-to-dial.

How can I obtain a confirmation code?

Confirmation codes are provided by your BroadWorks-based VoIP service provider.

What admin features are available?

Admins can enable organization-wide call logging, auto-open call logs, set note character limits, and customize call note subjects.

Can the extension operate in the background?

Yes, it runs in the background, allowing screen pop notifications to function without user intervention.

Is the solution compatible with all VoIP providers?

It requires a VoIP provider compatible with BroadWorks platform for optimal integration.

How does click-to-dial improve productivity?

It allows users to initiate calls directly from web pages with a single click, saving time and reducing dialing errors.