Salesforce and ALLOcloud telephony
Combine your professional software Salesforce with ALLOcloud, the telephony and collaboration service for SMEs.
ALLOcloud - Salesforce: A common goal
ALLOcloud and Salesforce have established a partnership allowing you to use all the advantages of the ALLOcloud business telephony platform directly from your Salesforce web environment. Launch your calls directly from your Salesforce software, visualize the identity of the caller and open his file in Salesforce before even picking up the phone.
Like Salesforce, ALLOcloud's objective is to optimise the efficiency of all SMEs. With ALLOcloud's telephony solution and Salesforce's management software, SMEs are guaranteed to optimise their time and performance.
Salesforce is a customer relationship management solution that brings companies and their customers together. It's one integrated CRM platform that gives all your departments a single, shared view of every customer.
ALLOcloud is a professional VoIP telephony service for insurance brokers.
Because our telephony platform is in the cloud, we bring you fixed and mobile telephony on all your devices (landline, PC smartphone, tablet), wherever you are (office, telecommuting, on the road) and whenever you want (opening hours, closing hours, call forwarding). Thanks to VoIP technology, which routes your calls via an Internet connection, you have access to advanced telephony features that greatly improve the productivity of your teams and communication with your contacts.
It also allows for significant cost savings, with some of our customers achieving savings of up to 80% on their telephone bills.
ALLOcloud features in Salesforce
1) Contact synchronisation
Salesforce's contacts are synchronised with your company's phone book. You have access to these contacts on your landline phone book, on your smartphone app and on your computer via your user portal.
2) Click-to-call directly from Salesforce
In your Salesforce interface, click with your mouse on any number, pick up your phone and the call will be directly launched. With this very efficient feature, you don't even need to dial a number on your landline phone, one click is enough to call.
3) Call notifications
Is your phone ringing? Even before you pick up the phone, a notification appears on your PC with information about the person calling you (name of the caller, number, company name, etc.). The information that appears comes from your Salesforce software. You can now identify the caller on an incoming call in the blink of an eye, even before you pick up. This feature delights our customers because they can handle their calls in a personalised way "Hello Mr Smith, ..."
4) Click to open the customer file in Salesforce
When a customer calls you, a notification appears on your PC. You can also decide to activate "buttons" on this notification. Click on a button, for example, to open the caller's file in Salesforce in a second. This feature allows you to be even closer to your customers and have their files in front of you before you even pick up the phone (Hello Mr Smith, I assume you are calling about ...)
- If you would like more information about our telephony solution, click here.
- If you would like more technical information, click here.