Setting Up Data Integration for Salesforce
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Useful Terminologyexpand_more
AccuRoute® – Dial800’s intelligent call routing system that allows you to control how, where and when your calls are routed
CRM – Customer Relationship Management, or a company’s way of managing relationships and interactions with customers and leads
Salesforce – Cloud-based software for customer relationship management (CRM), Salesforce offers a suite of applications for customer service, marketing, and more
Integration – The process of pulling data from other programs into Dial800, or pushing Dial800 data into other programs
Open API Framework – An API (Application Programming Interface) is the set of requirements that control how one application communicates with another; our open API framework allows you to interface other programs, like your sales information in Netsuite or campaign information from Google Ads, into Dial800 or pull Dial800 data into those programs
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CallView360® Call Trackingexpand_more21 Articles
- Understanding Your Call Tracking Options 3 Articles
- Using Dynamic Number Insertion (DNI) 8 Articles
- Adding Tags for Data Attribution 2 Articles
- Creating Your Custom Reports in CallView360® 5 Articles
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AI Analyticsexpand_more8 Articles
- Setting Up & Managing Your AI Analytics 4 Articles
- Reporting Options for AI Analytics 1 Article
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AccuRoute® Call Routingexpand_more19 Articles
- Setting Up Your Call Flows 7 Articles
- Key Routing Properties & Features 5 Articles
- How to Manage Your Call Queues 4 Articles
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Data Integrationsexpand_more20 Articles
- Using RoundTrip® Integrations 2 Articles
- Integrating Your Data with Real-Time Events 4 Articles
- Setting Up Your Google Integrations 5 Articles
- Setting Up Your HubSpot Integrations 3 Articles
- Setting Up Your Salesforce Integrations 2 Articles
- Setting Up Your Netsuite Integrations 1 Article
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BizCloud® Business Phone Servicesexpand_more17 Articles
- VoIP-Powered Business Phone Services 5 Articles
- Remote Access with BizCloud® TALK Softphone 2 Articles
- Stay Connected with BizCloud® MEET Virtual Meetings 3 Articles
- SIP Trunking Options for Business Phone Services 2 Articles
- Add Flexibility with Business Texting (SMS) 2 Articles
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RapidRecall® Toll Free Phone Numbersexpand_more5 Articles