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ShoreTel Premises Salesforce Integration

Product Documents

ShoreTel Premises Salesforce Integration enables a single-source view of all your business communications and customer interactions. This tight integration unifies voice and customer data and enhances the functionality of both the phone and CRM applications. It’s easy to associate Salesforce records with any call, add comments to the user record, then transfer the call—with its associated data—to another agent. Users can create dashboards to track contacts, which can serve as an early indicator of sales, service or operational performance.

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