How CyTrack Integrates with Saleslogix
Saleslogix Supported Version: Desktop version 8
CyTrack software is deeply integrated with Zoho for unparalleled enrichment of customer experience.
As well as turning Saleslogix into a powerful communications platform, you can instantly and automatically update with things like voice recordings, notes and history.
If you use Saleslogix, you should see the Saleslogix integration feature list below for more information. We'll be delighted to answer any further questions you may have simply get in touch using your preferred contact method (details under the feature list.)
Saleslogix (now known as Infor CRM) is the CRM platform of choice for companies strategically focused on customer engagements. Saleslogix is designed to deliver purpose-built, cost-effective solutions for the mobile world. Deploy in the Cloud, on-premises, or mobile. By adding CyTrack’s software into the mix, you get an immediate uplift in customer experience.
Features of CyTrack's integration with Saleslogix
Click to dial
Allows user to click on a number in the Saleslogix contact fields and CyDesk will dial the number.
CyDesk can lookup the Saleslogix database based on the Caller ID and can show the Saleslogix contact details (& account/company if applicable) in CyDesk.
CyDesk can tell Saleslogix to display a contact record from either the name or number search.
CyDesk can tell Saleslogix to display an account record from either the name or number search.
User can select search in CyDesk and enter name details and CyDesk will search Saleslogix and display a list of matches, the user can select the contact from the list and pop the record, dial one of the contact phone numbers as listed in the Saleslogix contact record, and also optionally send an SMS if CySMS is installed.
Log call history
CyDesk can optionally store details of the call in the Saleslogix contact history – includes the date, time, call type (incoming or outgoing), Caller ID and call duration.
Attach voice recordings
CyDesk can optionally store a URL to the location of the voice recording file in Saleslogix. Note the user has to enter a username and password to play the recording and access can be controlled by the CyTrack security manager.
Outbound call campaigns
Saleslogix integration is compatible with CyCall outbound call centre module and allows marketing campaigns from Saleslogix to be accessed directly from CyCall. If this is not available then the user can export CSV files from within Zoho and import into CyCall, or utilise our Business Process Manager that can automate this process and create a real-time feed of contact records from an external file and feed directly into CyCall campaigns.
Log call notes
Notes entered into CyDesk during the call can be stored in the Saleslogix contact history together with the call history.
Log completion code
CyDesk allows for calls to be categorised by completion codes at the end of each call, optionally the completion code selected can update a designated field in the Saleslogix contact record with a defined entry.
Want to know more about CyTrack's integration with Saleslogix?
Get in touch using your preferred contact method below, and one of our friendly team will be delighted to answer all your Saleslogix integration questions...