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Sales Cloud Swyx CTI Connection

edited Feb 14, 2019 11:29PM in Sales 1 comment

Summary

How to connect Swyx CTI with Oracle Sales Cloud

Content

Dear community,

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.

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