Sales Cloud Swyx CTI Connection
SummaryHow to connect Swyx CTI with Oracle Sales Cloud
is there a good tutorial on how to connect sales cloud to a swyx CTI?
The use case will be:
Customer calls a number—> the sales manager or an inside sales team group number
the called manager or the team member picking up will get his sales cloud contacts screen opened
the customer is beeing looked up within existing contacts using his calling phone number automatically, so that the colleage responding is presented with the detailview of the calling contact is ready to edit it.
Once done, the call is logged within the activities as an inbound call, and ghe coöleage gets an option to write a call summary/memo.