Salesforce CRM Integration Guide

Salesforce CRM is a cloud-based Customer Relationship Management (CRM) system which is featured with all the elements that are required to run your business on an automation platform. The integration of Yeastar P-Series Software Edition with Salesforce CRM can bring great advantages of the company, which will help boost sales and improve business relationships. This topic gives an overview of the integration and describes terminologies of Salesforce CRM to help you better understand the integration.

Requirements

Salesforce CRM editions:
The integration with Salesforce CRM is supported on the following plans:
  • Enterprise Edition
  • Unlimited Edition
  • Developer Edition
  • Performance Edition
PBX server
Firmware: 83.6.0.24 or later

Key features

The Salesforce CRM integration provides the following key features:
Click to Call
Coordinated with the 'Yeastar Linkus for Google' Chrome extension, users can launch calls by a single click on the phone numbers from Salesforce CRM via Yeastar Linkus Web Client or Desktop Client.
Call Popup
Auto bring up the contact's detailed information on the web browser when a user receives an inbound call from a CRM contact. This allows users to quickly access the previous interactions and customer demographics of the caller and get more prepared to answer the call.
Call Journal
All the call activities get logged automatically to Salesforce CRM when a user ends calls with CRM contacts, which helps users track conversation easier than ever.
Contact Synchronization
Synchronize CRM contacts to an associated PBX phonebook when receiving inbound calls from Salesforce CRM contacts. After that, the caller name is automatically shown on the Linkus clients or IP phone when receiving the call.
Automatic Contact Creation
A new contact or lead will automatically be created in CRM for unknown inbound calls or outbound calls.

Terminologies

The following table lists the terminologies of the Salesforce CRM.
Table 1.
Term Description
System Administrator The system administrator can access all the data and manage all the users in Salesforce CRM.
User The corporate staff who can only access specific data based on assigned permissions (roles).
PBX Extension The extension number for each staff. The staffs can register the extension on a phone or on Linkus clients, and use the extension to make and receive calls.
Lead A new individual or business entity that has entered your database. A raw prospect that you haven't sold in the past, with which salespeople can follow up to search for new sales opportunities.
Contact The Contact is an individual whose contact information is in your database and has been qualified. They could be a part of a business or organization you are attempting to sell to, they could also be a referral partner or even someone you know personally.
Account The business entity or organization with which you have business dealings. You may have multiple contacts stored in the same account.