Salesforce Phone call

Step 1:- Jodo integration with salesforce provides the user with key customer insights which help in the delivery of personalized responses and transforms a business into a New Age, Direct 2 Customer Business. In this video, get a preview of the incredible NEW business possibilities created with Salesforce

Step 2:- Jodo provides you the flexibility for users to work anywhere in the world. users can sign on to the Jodo and salesforce both with a single sign-on. 

Step 3:- The Jodo widget appears within the Salesforce user’s screen and all communications are handled from the cloud without any IT equipment or investments. A user can initiate a call directly from within the salesforce. When a user receives or dials a call, Jodo will automatically populate customer information in the Salesforce screen enabling users to provide contextual and relevant responses. 

Step 4:- Jodo will automatically populate customer information in the Salesforce screen enabling users to provide contextual and relevant responses. 

Step 5:- Users have all the standard communication options like Conference, Hold, Call Transfer, etc. 

Step 6:- Jodo supports multiple workflow integrations with Salesforce, Users can assign business status or reasons as well as next action steps at end of the customer conversations in Jodo Widget as shown here or in the salesforce application.

Step 7:- The status or next steps entered in Jodo are automatically updated in the salesforce applications for each customer record.

Step 8:- All customer communications are recorded and automatically appended to customer data in Salesforce.

Step 9:- Integrating Jodo Cloud Framework with Salesforce takes a FEW hours only. Adopt Jodo and transform your business into a Direct 2 Customer global business. To know more, connect with us at www.avhan.com