Achieve better collaborative CRM experience of communicating over calls & log them automatically with this Salesmate integration.
Unify Office for Salesmate allows you to improve your sales cycle and productivity. Now you can help your sales reps save their precious time that was previously wasted in searching phone numbers and manually logging calls. This integration helps you to make, receive, and log calls directly from your Salesmate CRM. Click-to-call helps you avoid misdialing of numbers and the activity reports help you evaluate your team's efficiency.
To learn how to configure Unify Office integration with Salesmate, refer our support article here.
To use Salesmate Unify Office integration you will need:
For Windows 7 (or later):
For Mac OS X® 10.8 Mountain Lion (or later):
When authorized, this app will be granted the following permissions:
|Read Presence||View user presence status|
|Read Accounts||View user account information, e.g. name, business name, and contact info|
|Read Call Log||View user call log records|
|Read Call Recording||Download call recording content and media|
|Webhook Subscriptions||Manage and subscribe to webhook notifications|