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.
Click-to-call phone numbers eliminate misdialing and speed up the communication process.
Existing Salesmate call records are instantly available at the time of incoming calls, giving the caller the details of previous communications and other insights.
Quickly take notes during the call and save them with a click of a button.
Quickly schedule next follow-up call with a single click.
Get better insights about activities and calls done by your sales reps by auto logging your calls and their outcomes directly inside Salesmate.
Use any Unify Office-enabled device: your desk phone, the Unify Office mobile app, or Unify Office for Desktop.
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):