This Plug and Play solution was especially developed for working with
salesforce.com /
supportforce.com and can be used instantly without programming.
CTI Data Connector salesforce.com Edition includes the functionality of the Office Edition and offers additionally the following functions:
- Dial within salesforce.com with a Hotkey or right mouse click
- Click and Dial - just dial with a Hyperlink. This option is not only available within Leads, Accounts and Contacts but also for Views / Reports. Create smart Views and Reports by adding a new custom field. This allows dialling directly from any View or Report
- Caller identification from salesforce.com accounts, contacts and leads
- Display caller data in a Fade In Window - without the need to interrupt your current activity
- Pop-Up screen with caller data in salesforce.com or supportforce.com
- List of incoming calls - including all calls that where not answered (call back function)
- List of outgoing calls
- Phone book for salesforce.com contacts, even if offline
- Additionally caller identification from contact data stored in MS-Outlook / Exchange
- Simplified installation and support of a network installation with default values set by a definition file. An administrator can define default values for all configuration issues like TAPI driver or phone PBX setting. The client automatically uses this values during the next programme start
The identification process of a phone number with CTI Data Connector salesforce.com Edition is a complex procedure but guarantees a high recognition rate. Even if your phone numbers are saved in salesforce.com completely unstructured (e.g. +1, 011, +1(0)444 and any special characters), the caller identification logic will find the corresponding contact person or company address. It is additionally optimised for caller identification in Europe and US/Canada. Dialling rules for outgoing calls within US/Canada are supported. You can test this version for 30 days and then decide to buy it.
CTI Data Connector works with salesforce.com Professional and Enterprise Edition.

