// table of contents //
|
|
- Brianna Andrews
- 8 years ago
- Views:
Transcription
1
2 // A Guide to the Talkdesk and Salesforce Integration // table of contents // 01 // Overview & Advantages of the Talkdesk and Salesforce Integration // // 6 Ways to Use the Talkdesk and Salesforce Integration // 07 // Readily Available Caller Profile Information // 09 // Know the Entire History of the Caller // 10 // Two-way Synchronization // 11 // Update Salesforce Data Without Leaving Talkdesk // 12 // Call Salesforce Contacts Directly From Talkdesk // 14 // Search for and Open Salesforce Contacts From Talkdesk // // Activate the Integration // // Setup Automated Tasks // // Call Directly From Salesforce // 27 // 2
3 // Introduction // Welcome to Talkdesk! // talkdesk was built with the agent in mind. We made sure that everything you should know about each customer pops up on your computer screen, when they call. Talkdesk makes it easy for you to answer, make calls, edit customer information and write notes about your calls. This manual will help with the Talkdesk and Salesforce integration and provide more information about the functionality. We really hope Talkdesk makes your job easier and that you love it as much as we do! // 3
4 // A Guide to the Talkdesk and Salesforce Integration Overview & Advantages of the Talkdesk and Salesforce Integration 1 // 4
5 // Overview & Advantages of the Talkdesk and Salesforce Integration // Talkdesk brings all the benefits of an enterprise-level call center to your business. // salesforce is still the crm of choice for sales teams. With the Salesforce integration, Talkdesk allows your agents to benefit from the Salesforce functionality that they love, directly from the Talkdesk interface. Here are some of the benefits of the Talkdesk and Salesforce integration: // All previous tickets, s, messages, chats, social media and phone interactions will automatically be displayed in one interface, as the customer calls. // 5
6 // Overview & Advantages of the Talkdesk and Salesforce Integration // Two-way synchronization allows your agents to update information in Salesforce and Talkdesk will automatically be updated as well (and vice versa). // Create a task, an event, a case, an opportunity or a lead in Salesforce directly from the Talkdesk interface. // Automate tasks to save your team time and effort. // One minute, simple setup. // All of Salesforce contacts will be automatically uploaded into Talkdesk. // Simple to use - virtually no ramp-up time needed. // 6
7 // A Guide to the Talkdesk and Salesforce Integration 6 Ways to Use the Talkdesk and Salesforce Integration 2 // 7
8 // 6 Ways to Use the Talkdesk and Salesforce Integration Here are six of the most powerful functions of the Talkdesk Salesforce integration: // Readily available caller profile information // Know the entire history of the caller // Two-way synchronization // Update Salesforce data without leaving Talkdesk // Call Salesforce contacts directly from Talkdesk // Search for and open Salesforce contacts from Talkdesk // 8
9 // Readily Available Caller Profile Information 2.1 // Readily Available Caller Profile Information Talkdesk retrieves all of the customer information from Salesforce (name, company, job title, phone number, , address, website, etc.). As the phone rings, comprehensive information about the caller is displayed. Agents will have access to all conversations, recordings, support requests and sales receipts. With this powerful information, they will be able to customize their conversations and upsell like a pro. // 9
10 // Know the Entire History of the Caller 2.2 // Know the Entire History of the Caller Talkdesk also retrieves the caller s previous interactions (tasks, cases, notes, etc.) with your company from Salesforce. Talkdesk shows the entire history of the caller in their activity tab. // 10
11 // Two-way Synchronization 2.3 // Two-way Synchronization Talkdesk automatically synchronizes information from call logs, recordings and notes into the contact s profile in Salesforce. With this seamless synchronization, agents will always be informed with accurate information. // 11
12 // Update Salesforce Data Without Leaving Talkdesk 2.4 // Update Salesforce Data Without Leaving Talkdesk Agents can manually create and update contacts, notes and cases in Salesforce, without leaving the Talkdesk interface. Save your agents time and increase efficiency by eliminating the need to update information in multiple systems. // Update profile information You can either create or update contacts in Salesforce by selecting the relevant action in salesforce actions board. This information will be automatically added to Salesforce as well as Talkdesk. // 12
13 // Update Salesforce Data Without Leaving Talkdesk // Create cases and tasks Send data to your Salesforce account with one click. You can create a new case or task in Salesforce directly from the Talkdesk interface. We pre-fill information for improved productivity. // 13
14 // Call Salesforce Contacts Directly From Talkdesk 2.5 // Call Salesforce Contacts Directly From Talkdesk Agents can call Salesforce contacts directly from Talkdesk with the click of a button and identify existing ones when they call. You can also view comprehensive information about the caller as the phone rings. // Identify the phone number that was called. // Mute the call, place the call on hold or transfer the call to another agent. // Log a task or note and send information to Salesforce without leaving Talkdesk. // 14
15 // Search for and Open Salesforce Contacts From Talkdesk 2.6 // Search for and Open Salesforce Contacts From Talkdesk // Search for Salesforce contacts In Talkdesk, click on the contacts tab. from the dropdown list in the search bar (this step is helpful, but not necessary). Select the search criteria phone, company ) from the dropdown list. Click search. Select salesforce (i.e. name, , // 15
16 // Search for and Open Salesforce Contacts From Talkdesk // Open Salesforce contacts from Talkdesk Click on the name of the contact that you would like to view. Click on the profile tab to view the contact s name, , phone number, etc. Click on the activity tab to view recent voic s, activities, live chat transcripts, notes, cases, etc. // 16
17 // A Guide to the Talkdesk and Salesforce Integration Activate the Integration 3 // 17
18 // Activate the Integration Salesforce integration setup is quick and easy. No programming is required, just enter your Salesforce account information and the integration process is complete. Follow these steps to activate the integration: // Log into your Talkdesk account as an Administrator. // Click on the admin tab at the top of the page. // Select the integrations tab and click on the Salesforce connect button. // Fill out the form with your Salesforce information. // 18
19 // Activate the Integration Select the appropriate boxes to synchronize contacts, interactions and conversation history. // Click connect salesforce. This action will redirect you to the login page of Salesforce. // 19
20 // Activate the Integration You will need to enter your Salesforce login information and allow Talkdesk to access your Salesforce information. Once you finish, there will be a screen to let you know that the integration has been set up successfully. The Talkdesk and Salesforce integration is now complete! Information will be automatically synchronized between Talkdesk and Salesforce. // 20
21 // A Guide to the Talkdesk and Salesforce Integration Setup Automated Tasks 4 // 21
22 // Setup Automated Tasks With automated tasks, your agents can stay busy handling calls and avoid manually updating two systems. You can create the following rules (and more) to keep your agents busy work to a minimum: // When a new contact calls, create a case, a task, an event, a lead, an opportunity or a contact in Salesforce // When a contact is updated in Talkdesk, update the contact in Salesforce // When a note is created in Talkdesk, create a note in Salesforce // When an outbound call ends in Talkdesk, log a call in Salesforce Automated tasks will help to streamline the support and sales process and enhance the quality of service that your team provides to customers. // 22
23 // Setup Automated Tasks To configure an automated task, please follow these steps: // Log into your Talkdesk account as an Administrator. // Click the admin tab. // Click on integrations and click the Salesforce settings button. // Click on add new automated task. // Customize the automated task according to your needs. // Click on save. // 23
24 // Setup Automated Tasks example: Follow these steps to set up an automated task for missed calls in Talkdesk. When a call is missed, Talkdesk will automatically create a task in Salesforce. Select the trigger as when a call is missed in Talkdesk then create a task in Salesforce. Talkdesk will automatically send a task to Salesforce each time there is a missed call. // 24
25 // Setup Automated Tasks You can customize the information sent to Salesforce by dragging the relevant fields into the text boxes, such as: // Subject: Missed call from {{contact_phone_number}} (drag the caller s number trigger field) // 25
26 // Setup Automated Tasks // Task description: Caller s name: {{contact.name}} (drag the contact name trigger field) Caller s {{contact. }} (drag the contact trigger field) // Type Priority: Normal // Due Date: {{time.now}} (drag the present time field) // Call Duration: {{duration}} (drag the call duration trigger field) // Call Type: Inbound Once finished, click save to activate the automated task. You can disable this trigger by turning it off anytime. // 26
27 // A Guide to the Talkdesk and Salesforce Integration Call Directly From Salesforce 5 // 27
28 // Call Directly From Salesforce With the Google Chrome Extension, your agents can use Talkdesk to call customers directly from their favorite Helpdesk, CRM, sales software or any other website. All they need to do is click on the phone number and Talkdesk will take care of the rest. The Talkdesk click-to-call feature gives your agents all of the functionality of Talkdesk (i.e. IVR, waiting queues, advanced routing, voic s, etc.) directly from the interface of your favorite software. Once you install the Talkdesk Google Chrome Extension, it will intelligently scan your current systems and add a link to each phone number. Once your agent clicks the link, the call will be made using Talkdesk. It s as simple as that. All calls will be made and received through your browser and none of your information will be exchanged with Talkdesk or third-party servers. // 28
29 // Call Directly From Salesforce // How to Install // Install the extension from: adjgicoimjhccdcjgepkmigomegpjplg?authuser=2 // Log into your Talkdesk account. // Navigate to Salesforce and start calling. Call using Talkdesk Click-to-call functionality from SaaS products and your favorite websites will allow your agents to stay busy speaking with customers, rather than searching for their phone numbers. Save your agents time and frustration and allow them to focus on what really matters. // 29
30 // A Guide to the Talkdesk and Salesforce Integration Thanks and we hope you love using Talkdesk as much as we do! Talkdesk is as powerful as enterprise call center software with the simplicity and price of a business phone. Feel free to contact us at support@talkdesk.com if you have any issues, suggestions or just want to say hi! Share This Guide // 30
31 // A Guide to the Talkdesk and Salesforce Integration // 31
// table of contents //
// A Guide to the Talkdesk and Highrise Integration // table of contents // 01 // Overview & Advantages of the Talkdesk and Highrise Integration // 04 02 // 6 Ways to Use the Talkdesk and Highrise Integration
More information// table of contents //
// A Guide to the Talkdesk and Freshdesk Integration // table of contents // 01 // Overview & Advantages of the Talkdesk and Freshdesk Integration // 04 02 // 6 Ways to Use the Talkdesk Freshdesk Integration
More information// table of contents //
// A Guide to the Talkdesk and Desk.com Integration // table of contents // 01 // Overview & Advantages of the Talkdesk and Desk.com Integration // 04 02 // 6 Ways to Use the Talkdesk Desk.com Integration
More informationGuide by. A Guide to the Talkdesk and MAGENTO. Integration. Advantages / How to use / Activate and setup the integration / more...
Guide by A Guide to the Talkdesk and MAGENTO Integration Advantages / How to use / Activate and setup the integration / more... // A Guide to the Talkdesk and Magento Integration integration // table of
More information// table of contents //
// A Guide to the Talkdesk and LiveChat Integration // table of contents // 01 // Overview & Advantages of the Talkdesk and LiveChat Integration // 04 02 // 4 Ways to Use the Talkdesk and LiveChat Integration
More informationSetting Up Talkdesk: A QUICK START GUIDE FOR ADMINS
Table of Contents Introduction Setting Up Talkdesk: A QUICK START GUIDE FOR ADMINS Before You Use Talkdesk Create Your Talkdesk Account Basic Talkdesk Setup Buy a Phone Number or Use Your Own Invite Your
More informationRingCentral for Desk. User Guide
RingCentral for Desk User Guide RingCentral for Desk User Guide Contents Contents Introduction... 3 About the RingCentral for Desk........................................................ 4 About this Guide.................................................................
More informationRingCentral for Salesforce. User Guide
RingCentral for Salesforce User Guide Table of Contents Table of Contents 3 Introduction 3 About RingCentral for Salesforce 3 About This Guide 4 Basics 4 Options 5 Log in 6 Placing Calls 7 Placing an International
More informationVirtual Contact Center
Virtual Contact Center Zendesk CTI Integration Configuration Guide Version 8.0 Revision 1.0 Copyright 2013, 8x8, Inc. All rights reserved. This document is provided for information purposes only and the
More informationVirtual Contact Center
Virtual Contact Center Salesforce Multichannel Integration Configuration Guide Version 7.0 Revision 2.0 Copyright 2012, 8x8, Inc. All rights reserved. This document is provided for information purposes
More informationMiVoice Integration for Salesforce
MiVoice Integration for Salesforce USER GUIDE MiVoice Integration for Salesforce User Guide, Version 1, April 2014. Part number 58014124 Mitel is a registered trademark of Mitel Networks Corporation. Salesforce
More informationMy Account Quick Start
My Account Quick Start for Verizon Business Digital Voice Service Guide for Office System Administrators Accessing My Account Phone Assignment Defining the User Site Services Auto Attendant Voice Portal
More informationGenius in Salesforce.com Pre- Installation Setup
Genius in Salesforce.com Pre- Installation Setup Contents Introduction... 3 License Level... 3 Salesforce Profile Permission... 3 Administration Permissions:... 3 General User Permissions:... 4 Standard
More informationUSER GUIDE: HUD WEB TABLE of CONTENTS
HUD Web User Guide TABLE of CONTENTS Overview: Fonality HUD Web... 4 1. Prerequisites for HUD Web Installation... 6 2. Logging in to Fonality HUD Web... 6 3. Installing the HUD Web Plugin 7 4. Managing
More informationLiveText for Salesforce Quick Start Guide
LiveText for Salesforce Quick Start Guide (C) 2014 HEYWIRE BUSINESS ALL RIGHTS RESERVED LiveText for Salesforce Quick Start Guide Table of Contents Who should be looking at this document... 3 Software
More informationVirtual Contact Center
Virtual Contact Center Zendesk Integration Configuration Guide Version 7.1 Revision 1.0 Copyright 2012, 8x8, Inc. All rights reserved. This document is provided for information purposes only and the contents
More informationInGenius Connector Enterprise Demo System for Salesforce
InGenius Connector Enterprise Demo System for Salesforce User Guide Release 2.13 July 1, 2014 TRADEMARKS InGenius, InGenius Connector and the InGenius logo are trademarks of InGenius Software Inc. Windows,
More informationACD Queues List Definitions. The ACD Queue list provides a summary about all available ACD Queues in a given VirtualPBX.
ACD Queues Depending on how your VirtualPBX is used, callers might contact your company to obtain sales information, product support, status on a service requests, or similar tasks without knowledge of
More informationIntegrating LivePerson with Salesforce
Integrating LivePerson with Salesforce V 9.2 March 2, 2010 Implementation Guide Description Who should use this guide? Duration This guide describes the process of integrating LivePerson and Salesforce
More informationPhone Routing Stepping Through the Basics
Ng is Phone Routing Stepping Through the Basics Version 2.6 Contents What is Phone Routing?...3 Logging in to your Ifbyphone Account...3 Configuring Different Phone Routing Functions...4 How do I purchase
More informationRingCentral for Zendesk. Administrator Guide
RingCentral for Zendesk Administrator Guide RingCentral for Zendesk Admin Guide Contents Contents Introduction... 3 About RingCentral for Zendesk.........................................................
More informationHow To Create A Call Center With Talkdesk
Sign Up Buy Numbers Add Agents How to Create a Call Center in 5 Minutes with Talkdesk Configure Routing Make Calls How to Create a Call Center in 5 Minutes with Talkdesk Table of Contents Introduction
More informationFaith Lutheran College, Redlands. Install and Setup Office 365
Faith Lutheran College, Redlands Install and Setup Office 365 Table of Contents Install Office 365... 3 Set up my current Office desktop programs to work with Office 365 for business... 4 Connect your
More information8x8 Complete Contact Center
8x8 8x8 services include: Multimedia contact management including phone, chat, email, voicemail, and third-party Internet fax Powerful, easy to use hosted call center solution 8x8 is a hosted call center
More informationOpacus Outlook Addin v3.x User Guide
Opacus Outlook Addin v3.x User Guide Connecting to your SugarCRM Instance Before you can use the plugin you must first configure it to communicate with your SugarCRM instance. In order to configure the
More informationVirtual Contact Center
Virtual Contact Center NetSuite Integration Configuration Guide Version 8.0 Revision 1.0 Copyright 2014, 8x8, Inc. All rights reserved. This document is provided for information purposes only and the contents
More information17. The Contact Center
17. The Contact Center Avaya provides Customer Contact solutions that meet the needs of the small to mid-size business. From the smallest company that requires basic system performance reporting to the
More informationRingCentral for Salesforce. Administrator Guide
RingCentral for Salesforce Administrator Guide 1 RingCentral for Salesforce Administrator Guide Introduction Contents Introduction... 3 About RingCentral for Salesforce.................................................
More informationRingCentral for Desk. Admin Guide
RingCentral for Desk Admin Guide RingCentral for Desk Admin Guide Contents Contents Introduction... 3 About RingCentral for Desk........................................................... 4 About this
More informationSupport System User Guide
Support System User Guide The Virtual Office support system provides users with a useful way to submit and track issues and resolutions. This feature- rich system is one more way that VO provides customers
More informationLive Chat WordPress Plugin Reviewer's Guide
Live Chat WordPress Plugin Reviewer's Guide Table of Contents This document is your reviewer's guide for Comm100 Live Chat WordPress Plugin. It is designed to provide you with information you need to quickly
More informationDesktop and Plugins from Vonage Business
Desktop and Plugins from Vonage Business Installation and User Guide The Vonage Business Desktop reinvents the way you interact with your phone service, giving you extra control and convenience to manage
More informationZoho CRM and Google Apps Synchronization
Zoho CRM and Google Apps Synchronization Table of Contents End User Integration Points 1. Contacts 2. Calendar 3. Email 4. Tasks 5. Docs 3 6 8 11 12 Domain-Wide Points of Integration 1. Authentication
More informationA SIMPLE EQUATION CLOUD COMMUNICATIONS = BUSINESS SUCCESS SHARE THIS: www.shoretel.com
A SIMPLE EQUATION CLOUD COMMUNICATIONS = BUSINESS SUCCESS DOES YOUR PHONE SYSTEM INTEGRATE WITH YOUR BUSINESS? The business of today needs to solve numerous problems to achieve success. Fortunately, when
More informationVoicemail. Advanced User s Guide. Version 2.0
Advanced User s Guide Version 2.0 Contents Introduction to the Documentation... 3 About the Documentation... 3 Ifbyphone on the Web... 3 Logging in to your ifbyphone Account... 3 Setting Up a Voice Mailbox...
More informationVirtual Contact Center
Virtual Contact Center MS Dynamics CRM Integration Configuration Guide Version 7.0 Revision 1.0 Copyright 2012, 8x8, Inc. All rights reserved. This document is provided for information purposes only and
More informationVirtual Contact Center
Virtual Contact Center Zendesk Integration with 8x8 Contact Center Agent Guide Revision 1.0 Copyright 2014, 8x8, Inc. All rights reserved. This document is provided for information purposes only and the
More informationGetting Started. Send a file in 3 easy steps Quickly organize and share your files
Getting Started Send a file in 3 easy steps Quickly organize and share your files Getting Started with Citrix ShareFile Welcome to ShareFile! You can use your ShareFile account to easily and securely exchange
More informationLive Chat for Support Supervisors
Live Chat for Support Supervisors Salesforce, Winter 16 @salesforcedocs Last updated: December 10, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationContact Center. Admin and Subscriber User Guide
Contact Center Admin and Subscriber User Guide 11/12/2014 Table of Contents Configure Contact Center... 1 Queue Profile Setup... 1 Group Policies...1 Configure Basic Contact Center Settings... 6 Configure
More informationGNAV Pro User Guide TABLE OF CONTENTS
GNAV PRO USER S GUIDE For support or suggestions for this guide: University IT 585-275-2000 UnivITHelp@rochester.edu Revised September 2015 TABLE OF CONTENTS About this Guide... 1 Support... 1 Logging
More informationGetting Started Guide
Getting Started Guide Table of Contents OggChat Overview... 3 Getting Started Basic Setup... 3 Dashboard... 4 Creating an Operator... 5 Connecting OggChat to your Google Account... 6 Creating a Chat Widget...
More informationBuddy User Guide. www.connectnz.co.nz 1
Buddy User Guide www.connectnz.co.nz 1 Contents Please click titles to navigate through the guide CHAPTER 1 What is Buddy TM and first steps Setting up Buddy TM on your browser and logging in 3 CHAPTER
More informationDramatically simplifying voice and data networking. IVR Editor HOW-TO Guide
Dramatically simplifying voice and data networking IVR Editor HOW-TO Guide 2 edgebox How-To Guide IVR Editor HOW-TO Guide Table of Contents Introduction... 3 IVR...3 The edgebox IVR Editor...3 Understanding
More informationContents How do I gain access to the Horizon website... 2 Logging in as the Administrator... 2 How do I customise my Dashboard?...
Contents How do I gain access to the Horizon website... 2 Logging in as the Administrator... 2 How do I customise my Dashboard?... 2 How do I setup the Horizon GUI?... 3 How do I setup the Company Administration?...
More informationLiveText Agent for Salesforce Installation Guide
LiveText Agent for Salesforce Installation Guide (C) 2015 HEYWIRE ALL RIGHTS RESERVED LiveText Agent for Salesforce Installation Guide Table of Contents Who should be looking at this document... 3 Software
More informationContents. Cbeyond Communicator for Mobile (ios) extends TotalCloud Phone System (TCPS) calling capabilities to an iphone.
Cbeyond Communicator for TotalCloud Phone System for Mobile Cbeyond Communicator for Mobile (ios) extends TotalCloud Phone System (TCPS) calling capabilities to an iphone. Cbeyond Communicator is an intuitive
More informationVirtual Office Account Manager Phone System Setup Guide. 8x8 Virtual Office Phone System Setup Guide
8x8 Virtual Office Version 1.1, October 2011 Contents Introduction...3 System Requirements...4 Supported Operating Systems....4 Required Plug-ins....4 Supported Browsers....4 Required Firewall Ports...4
More informationVersion 2.6. Virtual Receptionist Stepping Through the Basics
Version 2.6 Virtual Receptionist Stepping Through the Basics Contents What is a Virtual Receptionist?...3 About the Documentation...3 Ifbyphone on the Web...3 Setting Up a Virtual Receptionist...4 Logging
More information8x8 Virtual Contact Center
8x8 8x8 services include: Multimedia contact management including phone, chat, email, voicemail, and third-party Internet fax Powerful, easy to use hosted call center solution 8x8 is a hosted call center
More informationSetting up Sharp MX-Color Imagers for Inbound Fax Routing to Email or Network Folder
Setting up Sharp MX-Color Imagers for Inbound Fax Routing to Email or Network Folder MX-2300, MX-2600, MX-2700, MX-3100, MX-3501, MX-4501, MX-5500, MX-6200, MX-6201, MX-7000, MX-7001, *MX-M850, *MX-M950,
More informationADMINISTRATOR GUIDE Call Queuing Administrator Guide V 2.0. 8x8 Call Queuing. Administrator Guide. Version 2.0 February 2011
8x8 Call Queuing Administrator Guide Version 2.0 February 2011 Table of Contents Introduction...3 How an 8x8 Call Queue Works...4 Example: Primary and Secondary Queue Extension Group...4 Getting Started...5
More informationOfficeSuite CRM Connector for Salesforce
OfficeSuite CRM Connector for Salesforce Administrator Guide Version 1.1 Page 1 December, 2014 TABLE OF CONTENTS INTRODUCTION AND GETTING STARTED OPERATING SYSTEM, HARDWARE AND SOFTWARE REQUIREMENTS Supported
More informationImplementing the Ticketing System
April 27, 2010 1 Description Who should use this guide? Duration Prerequisites This manual describes LivePerson's Ticketing system and the options for its implementation. Each option is explained in a
More informationiview (v2.0) Administrator Guide Version 1.0
iview (v2.0) Administrator Guide Version 1.0 Updated 5/2/2008 Overview This administrator guide describes the processes and procedures for setting up, configuring, running and administering the iview Operator
More informationHow To Use Touchtone.Com'S Digital Phone Service Web Portal User Guide (For Ip Phones) On A Pc Or Ip Phone (For A Cell Phone) On Pc Or Mac) On Your Ip Phone On A Mac Or Ip Cell Phone On
Digital Phone Service Web Portal User Guide TouchTone provides subscribers an easy-to-use Web-based administrator portal to help manage your IP phone s features and call routing functions. In this document
More informationEgnyte for Salesforce v2.1 Administrator s Guide
Egnyte for Salesforce v2.1 Administrator s Guide Overview Egnyte Tabs Egnyte Domain Configuration Egnyte Sync Configurations Creating Sync Configurations for standard and/or custom objects Creating folder
More informationOfficeSuite CRM Connector for Salesforce. User Guide. Version 1.0. February 2014
OfficeSuite CRM Connector for Salesforce User Guide Version 1.0 February 2014 Table of Contents 1 ABOUT OFFICESUITE CRM CONNECTOR FOR SALESFORCE... 3 1.1.1 Features... 3 1.2 Operating System, Hardware
More informationYou simply need to define your flows and triggers; Built.io Flow will do the rest for you.
for Integrate business apps with Built.io Flow Built.io Flow is an integration Platform-as-a-Service (ipaas) that enables organizations to integrate and orchestrate business processes across multiple systems.
More informationEnd User Training Guide
End User Training Guide Everything You Need to Get Started on Vonage Business Solutions End User Portal This guide will give you a comprehensive look at the Vonage Business Solutions online user interface
More informationHosted VoIP Phone System. Admin Portal User Guide for. Call Center Administration
Hosted VoIP Phone System Admin Portal User Guide for Call Center Administration Contents 1 About this Guide... 4 2 Accessing the Hosted VoIP Phone System Administration Portal... 5 3 Hosted VoIP Phone
More informationUnify OpenScape UC Web Client User Manual
Unify OpenScape UC Web Client User Manual Contents Introduction... 1 E164 Numbers... 1 Dialling out... 1 Logging in to the Unify OpenScape Web Client... 2 Using the Unify OpenScape Web Client Main Toolbar...
More informationCloudCall for Salesforce- Quick Start Guide. CloudCall for Dynamics CRM Quick Start Guide
CloudCall for Salesforce- Quick Start Guide CloudCall for Dynamics CRM Quick Start Guide 22/03/2015 Plugin Overview About SYNETY SYNETY is a leading cloud- based software and communications company that
More informationPerceptive Connector for Infor Lawson AP Invoice Automation
Perceptive Connector for Infor Lawson AP Invoice Automation Integration Guide Version: 1.4.x Written by: Product Knowledge, R&D Date: October 2015 2015 Lexmark International Technology, S.A. All rights
More informationRingCentral Office Product Overview UK. Learn what a cloud phone system can do for your business.
RingCentral Office Product Overview UK Learn what a cloud phone system can do for your business. RingCentral Office Product Overview Cloud Business Phone Systems RingCentral is the market leader in cloud
More informationCudaTel Configuration Example: Inbound Call Center
CudaTel Configuration Example: Inbound Call Center Description: This document describes the steps necessary to create a basic inbound call center on a CudaTel Communication Server. By following the steps
More informationCUSTOMER CONFIGURATION AUTO ATTENDANT ADMINISTRATOR S GUIDE
CUSTOMER CONFIGURATION AUTO ATTENDANT ADMINISTRATOR S GUIDE Primus Business Services AAAG10-2013 Table of Contents Overview... 3 What is an Auto Attendant?... 3 Features... 4 Options... 6 Global Options...
More informationGetting Started. Getting Started with Time Warner Cable Business Class. Voice Manager. A Guide for Administrators and Users
Getting Started Getting Started with Time Warner Cable Business Class Voice Manager A Guide for Administrators and Users Table of Contents Table of Contents... 2 How to Use This Guide... 3 Administrators...
More informationStarHub ONEPhone and Voice Add-On User Guide
StarHub ONEPhone and Voice Add-On User Guide Version March 2014 Contents I. Introduction... 1 II. StarHub ONEPhone Product Suite... 1 ONEPhone stand-alone (also known as just ONEPhone )... 1 Voice Add-On...
More informationImportant Information
June 2015 Important Information The following information applies to Proofpoint Essentials US1 data center only. User Interface Access https://usproofpointessentials.com MX Records mx1-usppe-hosted.com
More informationSalesforce.com Integration
Salesforce.com Integration Resource Guide In conjunction with Contact Center Solutions version 5.6 Contents About this Resource Guide... 3 About Salesforce.com Integration... 4 Installing Salesforce.com
More informationios Mobile Dialer Application Manual Make low cost Internet calls from your iphone, ipad and ipod touch
ios Mobile Dialer Application Manual Make low cost Internet calls from your iphone, ipad and ipod touch ios Mobile Dialer Application 1. Introduction... 2 2. Signup... 3 3. Download & Setup... 5 4. Calling
More informationDocuSign Connect for Salesforce Guide
Information Guide 1 DocuSign Connect for Salesforce Guide 1 Copyright 2003-2013 DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights and patents refer to the DocuSign
More informationESL Business Internet Banking ONLINE GUIDE. Revised 05/15
ESL Business Internet Banking ONLINE GUIDE Revised 05/15 Offering convenience and ease is part of being a better business partner. WELCOME TO ESL BUSINESS INTERNET BANKING. Throughout this guide, we will
More informationTo set up Egnyte so employees can log in using SSO, follow the steps below to configure VMware Horizon and Egnyte to work with each other.
w w w. e g n y t e. c o m Egnyte Single Sign-On (SSO) Installation for VMware Horizon To set up Egnyte so employees can log in using SSO, follow the steps below to configure VMware Horizon and Egnyte to
More informationSalesforce Customer Relationships Management (CRM) System
Salesforce Customer Relationships Management (CRM) System User s Manual for External Users Version 0.3 1 st May 2015 Contents 1. Customer relationship management (CRM) system.... 3 1.1 Intro and Login...
More informationCustomer Self Care Handbook
1 Advanced Digital Telephone Systems Customer Self Care Handbook Contents: Accessing your Self Care Pages 2 Logging In 2 Enter / Change your personal information 3 Exploring the home Page 4 Checking your
More informationINSTALLATION GUIDE. Installing PhoneBurner for Salesforce. PhoneBurner for Salesforce
PhoneBurner for Salesforce INSTALLATION GUIDE! Installing PhoneBurner for Salesforce PhoneBurner s power dialer dramatically boosts live client interactions and overall productivity by 447%. PhoneBurner
More informationSUTUS Business Central 5800 ThinkTel Configuration
SUTUS Business Central 5800 ThinkTel Configuration This document explains how to configure SUTUS Business Central 5800 to connect to the ThinkTel VoIP service. Configuring SUTUS Business Central 5800 to
More informationAlberni Valley IT Services http://www.avits.ca admin@avits.ca. Virtual domain E-mail information.
Alberni Valley IT Services http://www.avits.ca admin@avits.ca Virtual domain E-mail information. Welcome! This document outlines information necessary for you to send and receive E-mail for your virtual
More informationPhone Manager Application Support JANUARY 2015 DOCUMENT RELEASE 4.2 APPLICATION SUPPORT
Phone Manager Application Support JANUARY 2015 DOCUMENT RELEASE 4.2 APPLICATION SUPPORT Microsoft Internet Explorer NOTICE The information contained in this document is believed to be accurate in all respects
More informationAttach receipt options:
Attaching Receipts and Receipt Store There are a few ways to attach receipts to an expense report. You will only need to choose one of the following options when attaching receipts. You can add receipts
More informationCongratulations on your recent admission to Clemson University! Instructions on How to Connect to Clemson University s VPN
Congratulations on your recent admission to Clemson University! We look forward to welcoming you to Clemson University soon. Please find instructions on how to access Clemson University s VPN and how to
More informationGroup Administrator User Guide
Group Administrator User Guide Technology working for you. Welcome to the Hosted Voice Group Administrator User Guide. While Hosted Voice is a fully managed service, there are many tasks you can perform
More informationMatch My Email. Set-Up Guide for Professional and Group Editions of Salesforce.com. MultiMatch Version 2.8.4
Match My Email Set-Up Guide for Professional and Group Editions of Salesforce.com MultiMatch Version 2.8.4 MultiMatch Set-Up Guide RAE Internet Inc. 2013 1 Copyright 2011-2013, RAE Internet Inc. (dba Match
More informationPRIMUS CALL CENTRE: AGENTS & SUPERVISOR GUIDE
PRIMUS CALL CENTRE: AGENTS & SUPERVISOR GUIDE PRIMUS BUSINESS SERVICES CALL CENTRE AGENT & SUPERVISOR USER GUIDE PRIMUSBUSINESS.CA 1 v1.2 20140512 TABLE OF CONTENTS 1 About This Document 6 1.1 Audience
More informationA This panel lists all the IVR queues you have built so far. This is where you start the creation of a IVR
IVR The IVR (Interactive Voice Response) feature allows you to automate some or all of your inbound call handling. At its simplest, you can implement an IVR that routes calls to a specific department selected
More informationAvaya IP Office Platform Web Self Administration
Avaya IP Office Platform Web Self Administration Release 9.1 Issue 01.02 August 2015 Contents Chapter 1: Avaya IP Office Platform Web Self Administration... 3 Logging in to Web Self Administration... 3
More informationYour Small Business Phone System
Your Small Business Phone System The only phone system for small business that anyone can setup and manage. Times have changed, and so has the way you use phones. Jazinga enables you to have your business
More informationPrognoCIS Improved Support Ticket Guide
PrognoCIS Improved Support Ticket Guide Do you have a question about PrognoCIS? Our support team is always ready to help. Submitting a support ticket through the Resource Center is the fastest way to have
More informationUser Guide. Voice Services Self Care Portal. Logging In. Welcome to the Self Care Portal
Logging In 1. From your Internet browser, enter the following URL: http://selfcare.ucc.ny.gov 2. Choose End User Self Care. 3. Enter your username and password: a. Username: Enter your LDAP user ID. (same
More informationQvidian Playbooks & Salesforce Setup Guide. Fall Release 2013
Qvidian Playbooks & Salesforce Setup Guide Fall Release 2013 Last Updated: 11/12/2013 Introduction Welcome to Qvidian Sales Playbooks & Analytics! This guide is directed toward CRM Administrators, Playbook
More informationIntroduction...3. The Integrations Section...4. Create a New Integration...5. Create a New Trigger...6. Custom fields...11. Custom Variables...
Index Introduction...3 The Integrations Section...4 Create a New Integration...5 Create a New Trigger...6 Hints...10 Custom fields...11 Custom Variables...14 Outbound CTI Integration...16 Troubleshooting...17
More informationCISCO IP PHONE 6945 Series User Guide
CISCO IP PHONE 6945 Series User Guide Notes Page 15 VOICE MAIL Setting up Voice Mail for the First Time: Press the messages key on your phone. Follow the recorded instruction to record your name, record
More informationEgnyte Single Sign-On (SSO) Installation for OneLogin
Egnyte Single Sign-On (SSO) Installation for OneLogin To set up Egnyte so employees can log in using SSO, follow the steps below to configure OneLogin and Egnyte to work with each other. 1. Set up OneLogin
More information8x8 Virtual Office Click2Pop for eagent Setup Guide
8x8 Virtual Office April 2012 Table of Contents 8x8 Click2Pop for eagent... 3 8x8 Click2Pop provides eagent CRM with two functions:... 3 Requirements.... 3 Installation... 3 Start the Application and Integrate
More informationHubcase for Microsoft Dynamics CRM Installation and Configuration Guide
Hubcase for Microsoft Dynamics CRM Installation and Configuration Guide 1. Overview... 2 2. Install Hubcase for Dynamics CRM solution... 3 3. Setup and configure your Hubcase membership... 7 3.1. Sign
More informationA guide for students. OneDrive. Cloud Storage, Office Online
A guide for students OneDrive Cloud Storage, Office Online Hwb / Hwb + Office365 Student user guide Audience Overview Hwb / Hwb+ authenticated Students All authenticated Hwb / Hwb+ users are provided with
More informationHelpdesk Ticketing User Guide
Helpdesk Ticketing User Guide University College of the North 1/5/2012 Table of Contents UCN Helpdesk Ticketing System Requirements... 1 Logging into Helpdesk Ticketing System... 1 Support Center Options...
More informationInstant Messenger Operator Manual
Instant Messenger Operator Manual Introduction The Sparks Instant Messenger client not only allows for general chat services but also provides departments who offer customer service to provide an additional
More information