One of the best features of Tenfold is its ability to integrate with other CRM software and phone systems, which, in turn, fuels growth in your sales organization. We love Salesforce, of course, which works especially well with open-source-created Asterisk. Here are three easy steps to integrating Salesforce with Asterisk with TenFold.
Get a Tenfold training
If your sales organization is new to using CRM software, or if you have questions about how to best integrate Salesforce with Asterisk, one of the best time investments you can make is a training session orchestrated by your Tenfold representative, where he or she is available to walk you through the integration from start to finish. In short, the Tenfold Cloud brings phone events into your CRM. The Tenfold Call Popup brings contact information to your fingertips and records everything back to your CRM.
Spend time with Salesforce and Asterisk
Sales software is only as good as your familiarity with it. In addition to training from your Tenfold representative, one of the best ways to integrate Salesforce with Asterisk is to get familiar, on your own, with each platform. Learning the ins and outs of sales software will help run it seamlessly and flawlessly during your next sales call.
Clean up your computer
Ensuring that your hardware is in tip-top operating condition will better aid its ability to run multiple sales software programs at once. Even though Salesforce and Asterisk are cloud-based, you’ll want enough RAM and memory to ensure that their integration functions optimally. We recommend having an IT professional take a look at your computer regularly to ensure all CRM software and other components work best.
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The newest iteration of MiFID almost triples the amount of data firms are required to report against - from 24 to 65. This report defines and details everything you need to know in preparing for the updated chain-of-sale audit process.
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