Squaretalk is on Salesforce AppExchange marketplace!
Integrate Salesforce CRM with Squaretalk for personalized and effective customer communications, so your sales and support reps can get more done.
Safety and protection of our clients’ sensitive digital information is our number one priority.
Integrate VoIP with Salesforce CRM and spend less time managing your phone system and more time growing your business.
Providing flexibility and tools to work from anywhere has always been at the core of our vision and culture.
Drive results and learn more about your business than ever with easily integrated tools that provide unmatched flexibility, data and insights.
TCPA, STIR/SHAKEN, GDPR, DNC and other regulations.
Assign tasks and create reports for your team's progress. You'll finally be able to manage your sales or customer service reps like a boss.
Customer satisfaction and sales performance are greatly helped by a number of factors. The most recent technology, CTI (Computer Telephony Integration), is one of the key contributing factors. Even while alternative communication channels like chat, text and social media are more popular, phone conversation remains the finest medium for summarizing one’s pain-point or concerns.
Using CTI, Salesforce can be connected with telephone systems through external web service so businesses can perform the following tasks:
The newest telephony technologies can now be linked with Salesforce, allowing you to connect your telephone service straight to Salesforce CRM. If a customer calls your business, the CTI linked with Salesforce will present data and information about the caller, such as Account, Contact, Lead and extra information.
The following feature is call routing, which identifies which user/agent will receive the call. A screen popup with all the information retrieved from Salesforce CRM account is shown at the same time. As a result, they are able to quickly resolve the customer’s issue and shorten the call durations. At that point, the call is recorded and saved by the cloud telephony service operator, and a link to the tape is also provided for future reference.
The processes of dialing, initiating, and monitoring a call are fairly straightforward with softphone software. Each time a call is started, the connection links to a CTI provider. Service providers link end-users before initiating a phone conversation so that extra procedures like recording or monitoring can be carried out.
Many organizations employ Open CTI to help corporate sales staff complete more agreements. Using CTI to connect your phone system to Salesforce CRM has several advantages. There are a few examples, such as:
Using Open CTI with Salesforce can be a straightforward and productive process for your company and, without a doubt, opens the door to a more scalable and adaptable business model.
Before you start, ensure Squaretalk softphone is installed, login to your Squaretalk account and enable Salesforce integration in the settings.
Requirements:
Works for current versions of Chrome, Firefox, Internet Explorer, and Safari browsers.
Does not work in Safari 5.
Installing “Squaretalk” for Salesforce:
Part a) Download the Package URL — (below is sample URL)
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4K000002O649&isdtp=p1
Run the URL on your browser and Login with your Salesforce credentials.
NOTE: If you are Installing it in Sandbox then use this URL before pressing ‘Enter’.
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t4K000002O649&isdtp=p1
Part b) Click Install button.
Check grant access, and click on Continue.
Navigate on App Launcher.
Search for the Squaretalk lightning app as shown below. Click on it.
Click on the Extension Configures tab
Click on the New button to add the record. NOTE: Make sure the Extension Number that you provide is unique for each user. Each Salesforce user can be assigned only one extension.
Now click on Setup.
Type “Sites” in the Quick Find search box.
You need to create a site to configure the App.
Click on New to create a site. Fill in the required fields.
Go to Setup and enter sites. Click on Activate for Active the Site and Click on Sites link. Now click on Site Label which you recently created.
Now Click on the Public Access Settings button. Scroll down the Page and Click edit in Enabled Apex Class Access Section. Add two Classes: "SQT.CTIRestController" and "SQT.CallSetupApex". Click on the "Save" button.
Click on the edit button. Provide the basic access of Create and Read to Standard and Custom objects.
Go to Setup and type Custom Settings in the Quick find box.
Click on CTI Domain.
Click on Manage.
Click on New to add a record for Domain setup to access the API. NOTE: Make sure to access the API for Softphone you need to add only one record. Go to Setup and type Call Centers in the Quick find box.
Click on OpenCTI.
Scroll down the page and click on Manage Call Center Users.
Click on Add More Users to add all the users who can access the Softphone.
Go to Apps and open Squaretalk application.
Click on Extension Configure = > New. Then choose the Salesforce user and add the user’s extension. Then click "Save". Finally, you have completed the configuration.
Squaretalk is on Salesforce AppExchange marketplace!
