BroadSoft Marketplace

BroadSoft Unified Connector for Salesforce v 3.0

Developed by BroadSoft

With the BroadSoft Unified Connector for Salesforce, Salesforce users can now fully integrate with a BroadWorks phone system. This lets enterprises use their carrier-grade VoIP calling features - such as call control, call hold and call transfer - in conjunction with their CRM features in Salesforce. Also, BroadWorks end-users can automatically capture and manage a detailed log of all calls from within Salesforce to track interactions with customers. The integration automatically opens a caller's contact record when the user receives an incoming call. Telecom service providers can offer the BroadSoft-Salesforce integration as a value-added service.

Note: We are in the process of moving this application to the new Marketplace. Existing customers and users of the Connector can continue to access the most recent version through a link on our Xchange site.

Features and Benefits

BroadSoft Unified Connector seamlessly integrates BroadWorks and Salesforce, providing an unparalleled way to communicate with customers and business partners. The new joint solution will enable enterprise users to integrate the BroadWorks^® VoIP platform directly into the salesforce.com platform, allowing users to access advanced voice features including click-to-dial, recorded-call logging and others. The BroadSoft Unified Connector brings the respective market leaders in hosted communications and CRM together to deliver an essential business solution. For the Unified Connector to function properly you will need the feature Client Call Control from your service provider. All BroadSoft powered providers listed on the Marketplace make this feature available to their customers.

• No PBX, no CRM server required - everything is hosted and managed in the network.
• Screen pop on inbound and outbound calls based on calling line ID.
• Information tracking direct from the application - all information auto-logged with the contact file.
• Integrated call control gives users the ability to control desk phone from the web.
• Click-to-dial on any contact or number in Salesforce.

Installation and Requirements

The Unified Connector supports the Internet Explorer and Firefox Web browser and runs on Windows XP and Vista.

For all the details on the set up the application please view this flash demo.

Support

Please email unifiedconnector@broadsoftxtended.com for support.