gUnify Salesforce Connector: An Overview

The gUnify Salesforce Connector is a cloud-based extension designed for Salesforce users who utilize BroadWorks VoIP services. This tool enhances the user experience by seamlessly integrating telephony functionalities within the Salesforce environment, allowing for efficient management of communication and customer interactions.

gUnify Salesforce Connector: Use Cases

• Click-to-dial functionality directly from the Google Chrome browser, streamlining the calling process.
• Automated logging of calls to Salesforce, ensuring that all communications are recorded without manual intervention.

gUnify Salesforce Connector: Main Features

1. Click-to-dial
2. Automated Call Logging
3. Incoming/Outbound Screen Pop
4. Quick Add Phone Numbers to Salesforce
5. Call Tagging and Note Taking
6. Administrator Role for Account-Wide Features
7. Quick Access to Missed Calls and Calls Not Logged
8. Background App Capability

gUnify Salesforce Connector: User Guide

1. Obtain a confirmation code from your VoIP provider on the BroadWorks platform.
2. Install the gUnify Salesforce Connector Chrome extension from the Chrome Web Store.
3. Open the extension and enter the confirmation code to establish a connection.
4. Configure your settings to customize features according to your workflow.
5. Utilize the click-to-dial feature to initiate calls directly from Salesforce.
6. Monitor and log calls automatically as you engage with clients.

gUnify Salesforce Connector: User Reviews

• "The gUnify Salesforce Connector has transformed how we handle calls within Salesforce. The automated logging feature saves us so much time!" - Jessica T.
• "Click-to-dial is a game-changer. I can make calls directly from Salesforce without switching platforms!" - Mark R.
• "Initially, I had some setup issues, but once I got it working, the integration is seamless and very helpful." - Sarah K.