If your company uses Salesforce CRM, you, as the Owner of your organisation, can enable the Salesforce integration option so that all of your sales team's calls will be logged directly to Salesforce. All you need to do is follow these steps:

Step 1: Sign up on the Call Analytics dashboard and create your organisation if you haven't already.

Step 2: Go to Integration > Apps.

Step 3: Choose Connect. Now, your organisation is connected to Salesforce!

Step 4: You and all of your team members will receive an email notifying them about this. If you cannot find it in your Inbox, check your Spam folder as well.

Step 5: You and your team members need to go to the Call Analytics dashboard and click either the link on the notification below or go to Integrations > App > Login and use your Salesforce credentials to complete the process.

Step 6: Now, all your sales calls to Salesforce contacts/leads will be logged automatically to the CRM and they can be found in Integration > Integration Log.

Your calls will be logged on Salesforce as tasks with this format: Outbound/Inbound - Answered/Unanswered.

Now, all your sales calls to Salesforce contacts/leads/accounts will be logged automatically to Salesforce. Your calls will be logged on Salesforce as tasks with this format: Outbound/Inbound - Answered/Unanswered.

In the picture above you see how calls are logged into Salesforce as tasks.

If you do not see a call in Salesforce that you think should be logged, please go into the Integration Log to check the status of the call.

When you enable the Salesforce integration, a few things also change on the Salestrail mobile app. The changes are:

1) You can find your Salesforce contacts in the app.

2) You can add notes after a call

3) You can set up notifications that tell you under which contact /lead a call was logged. By clicking on the notification you can add call notes.

4) You can see under which Salesforce contact or lead a call was logged.

5) You can enable caller ID for unknown callers that you have in your Salesforce. If someone calls you whose number you have in Salesforce, the app will tell you who it is.

In the picture above you can see the Salesforce Search on the Salestrail app, where you can find Leads, Contacts and Accounts

When you receive incoming calls, the caller id will identify if the caller is a Salesforce contact or not.

Note: Please always make sure that your Salesforce profile has been given permission to enable API. Otherwise, Salestrail cannot connect with your Salesforce.

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