Empower your Salesforce system with cloud communications capabilities and create a more collaborative CRM experience.
Let BT Cloud Work for Salesforce enhance your CRM experience by automating workflows, increasing call efficiency, and improving the quality of customer interactions. The integration lets you make and receive calls directly from your Salesforce account. You can also quickly assign call dispositions, log calls, take notes, schedule meetings, and more, without jumping back and forth between applications.
Available for Salesforce Classic or Salesforce Lightning.
BT Cloud Work Directory Support: Now you can search and select personal contacts in your BT Cloud Work company directory.
Custom Objects: Objects matched in the "Related To" field of a call log are no longer limited to Account, Opportunity, or Case. Admins now have the flexibility to create custom objects that are key to their organization's business processes, auditing and/or reporting.
► Seamless integration with Salesforce
Integrating your BT Cloud Phone solution with everyday applications, such as Salesforce, allows you to automate tedious tasks, make your workflows more efficient, and offer your customers a superior experience.
► Streamlined business communications
BT Cloud Phone for Salesforce reduces the need for agents to switch between multiple devices and applications to access key business functionalities to accomplish their daily tasks.
► Exceptional customer experiences
Access to key customer information and call history allows agents to deliver timely and personalized customer experience.
When authorized, this app will be granted the following permissions:
|Meetings||Create, view, update and delete meetings|
|VoIP Calling||Register VoIP-enabled devices, and make and receive VoIP calls|
|Read Client Info||View client application provisioning information|
|WebSocket||Make API calls via the WebSocket transport|
|WebSocket Subscriptions||Manage and subscribe to websocket notifications|
|Contacts||View, create, update and delete personal address book contacts|
|Read Accounts||View user account information, e.g. name, business name, and contact info|
|Telephony Sessions||Control advanced telephony session features|
|Problem Reports Management||Manage Client Problem Reports|
|Ring Out||Perform two-legged ring out phone calls|
|SMS||Send and receive SMS/MMS messages|
|Internal Messages||Send, and edit intra-company text messages|
|Read Call Log||View user call log records|
|Edit Messages||View and update message store data, including SMS, fax, voicemail, etc.|
|Edit Presence||View and modify user presence status|
|Send Usage Info||Send usage information to enable reporting|