Streamlined CRM Communication
3CX Salesforce Integration
Streamline your communication and CRM workflows with Aatrox’s Salesforce and 3CX integration services.
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About Smokeball
Introduction to Salesforce
Salesforce is a leading cloud-based CRM platform that empowers businesses to manage customer relationships, sales, and service operations efficiently. With its robust suite of tools, Salesforce enables organizations to track leads, manage pipelines, and deliver personalized customer experiences. Its flexibility and scalability make it a top choice for businesses of all sizes.
Why Integrate Salesforce with 3CX?
Integrating Salesforce with 3CX, a powerful VoIP phone system, enhances your team’s ability to deliver exceptional customer service while streamlining workflows. This integration bridges communication and CRM data, ensuring your team has real-time access to customer information during calls, improving efficiency and customer satisfaction.
Increased Productivity:
Automate contact syncing and call logging to reduce manual tasks.
Enhanced Customer Experience:
Access customer details instantly during calls for personalized interactions.
Improved Data Accuracy:
Seamlessly update CRM records with call and chat details.
Scalable Solution:
Tailored to fit businesses of any size, from startups to enterprises.
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How Aatrox Makes It Happen
At Aatrox Communications, we specialize in creating seamless integrations between Salesforce and 3CX, tailored to your business needs. Our team of experts handles the entire process, from setup to testing, ensuring a smooth and reliable connection. We configure the integration to align with your workflows, saving you time and reducing operational friction. With Aatrox, you get a partner dedicated to optimizing your communication and CRM systems for maximum efficiency.
Assessing your business requirements and current setup.
Configuring secure API connections between Salesforce and 3CX.
Testing and fine-tuning to ensure flawless performance.
Providing ongoing support to keep your systems running smoothly.
CRM Features
Features of Salesforce 3CX Integration
Contact Synchronization:
Automatically sync Salesforce contacts with 3CX, ensuring your team sees caller names on their phone displays for both inbound and outbound calls.
Contact Lookup:
Search Salesforce contacts by phone number during calls, with the option to add them to 3CX contacts for quick access.
Call Pop:
Generate unique URLs for each Salesforce contact, enabling your team to instantly access caller details in Salesforce with a single click.
Call Journaling:
Automatically log call details into Salesforce as notes or in a designated section. Supports four call types:
- Answered Inbound: Logs answered incoming calls with timestamps and agent notes.
- Unanswered Inbound: Records missed calls for follow-up actions.
- Answered Outbound: Tracks outbound calls with duration and outcomes.
- Unanswered Outbound: Logs attempted calls for better lead management.
Chat Journaling:
Push Facebook, website, SMS, and WhatsApp for Business chats into Salesforce, ensuring all customer interactions are centralized.
Click to Call:
Initiate calls directly from Salesforce using TEL links, streamlining outbound communication.
Call Recording:
Record calls and access them via a secure link for future use, ensuring easy retrieval and review in Salesforce.
AI Transcription and Summarization:
Use AI to transcribe and summarize calls, storing transcriptions and summaries in Salesforce for reference and compliance.
Case Study
Streamlining Operations for a Mid-Sized Business
A mid-sized e-commerce company struggled with disjointed communication and CRM systems, leading to missed opportunities and manual data entry errors. Aatrox implemented a Salesforce 3CX integration, enabling real-time contact syncing, call journaling, and chat integration. The result? A 30% reduction in response times, a 25% increase in team productivity, and improved customer satisfaction due to faster, more informed interactions. Our tailored solution ensured the company could focus on growth while we handled the technical heavy lifting.
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