Contact person: Business Client

Phone:Show

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Location: Englewood Cliffs, United States

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I want our existing 3CX phone system to be integrated with Salesforce Sales Cloud so that every touchpoint is automatically captured and acted upon.

Key objectives
• Call logging and recording: each inbound and outbound call must create or update the correct Salesforce record, and store accurate duration and agent notes. Must work with custom object
• Work with Sales Engagement

Acceptance criteria
1. One-click screen-pop in Salesforce when a call arrives.
2. Follow-up tasks/emails fire automatically according to our documented rules, and a success log appears in Salesforce.
3. Data stays in sync, even during simultaneous edits.

Only experienced developers will be considered." (client-provided description)