A Pair of Salesforce CTI Advancements for Power Users

Angelo Valle pic

A Northern California resident, Angelo Valle has experience working with startups and technology-focused companies in enabling business development and sales growth. In an article published in Tenfold, Angelo Valle explored technological advancements that are a “must have” for power users.

Both involve the use of Salesforce computer-telephony integration (CTI), a JavaScript API that enables the building of advanced systems and their integration with Salesforce Call Center. This allows enterprise-level sales agents who call on average 100 people a day to create significant efficiencies in workflow.

Benefits include automatic dialing of numbers through click to dial integration. This technology first determines whether a sequence of numbers is actually a phone number and then generates an HTML-based hyperlink that can be clicked using a configured device, in lieu of manually selecting numbers.

Another Salesforce CTI use involves the recording of all outbound and inbound calls within Salesforce CRM. This enables data and notes taken to be efficiently stored, without the need for manually logging calls to a customer relationship management (CRM) interface. Leads can be edited in real time and dispositions updated while the call is in progress. This significantly saves time and effort, as representatives no longer need to enter information manually following every call.

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