CallTrackingMetrics' Salesforce integration allows businesses to incorporate call tracking into their day to day sales and customer service processes. Sales and service agents do not ever have to leave Salesforce to see the rich detail CallTrackingMetrics provides about each caller and each advertising campaign.
CallTrackingMetrics can integrate directly with your Salesforce account so that calls coming through your tracking numbers appear there automatically as leads or activities. This is a powerful way to ensure that all of your advertising performance data feeds right into your CRM tool so that your team can see everything they need in one place. Your entire staff will immediately know the source of every call without even having to leave Salesforce, the environment they are used to documenting relationships in.
You will find many different configuration options within the Salesforce integration which allow you to fine tune how the call information comes into Salesforce so that you can ensure data integrity and consistency with your custom Salesforce environment.
You can map agents in your CTM call queue to a user profile in Salesforce so that as calls are routed to each agent in the queue, those calls are associated to the correct Salesforce user immediately.
You have a number of configuration options for how calls sync into Salesforce.
You can also control how and when you want calls to be creating leads and activities in Salesforce. For example, you may only want calls over a certain call length to create a lead or activity in salesforce.
Each call in CTM has detail associated with it like the call recording, the caller's phone number, the landing URL, call length etc etc. Rather than those going into Salesforce in our standard format, you may want to map those fields to custom objects you have set up in your Salesforce account.
Some customers prefer to map their calls to something other than leads or contacts in Salesforce. For example, you may instead want to map new callers to an Opportunity instead of a Lead.