Salesforce App Integration with TELUS Business Connect

What's in our newest release?

We got a new look! Enjoy a new, improved, and intuitive user interface and these updated features:

• Schedule a TELUS Business Connect meeting or conference

• Select your desk phone to make calls

• Set your presence

• View contact details and create an account, lead, contact, and opportunity directly from call history

• Call or text directly from the call history tab

• Multi-call and offline call logs

• Active call controls

• View messages- voice, fax and text

Let TELUS Business Connect 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.

Key features:

• Click-to-call: Place calls from within Salesforce by clicking on any phone number, saving time and improving call efficiency.
• Instant screen pop-up: Incoming calls trigger screen pops with 360° view of the caller enabling quality interactions.
• Call logs: With advanced features such as offline call logging and multi-call log option, agents can address the most important tasks first.
• Schedule meetings: Seamlessly schedule a TELUS Business Connect meeting from within your Salesforce account.
• Analytics: Get a deeper understanding of your team’s performance by creating customized reports and dashboards.
• Access from anywhere: Connect on both Windows® and Mac®, using any popular browser.
• Work the way you want: Work in Salesforce Classic or Salesforce Lightning UI.
• Integrates with Salesforce app: Click to dial any number in the Salesforce1™ Mobile App to initiate calls using your TELUS Business Connect Mobile app

Benefits:

► Seamless integration with Salesforce

Integrating your TELUS Business Connect 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

TELUS Business Connect 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.