Skype Cloud CRM Integration with Salesboom
Skype Cloud CRM Integration with Salesboom means that you have all the features and coniveince of Skype built into your CRM. This allows you to seamlessly add connections, see their entire contact history, and begin to build a very detailed profile all within your CRM platform. The power of Skype and Salesboom will dramatically increase the attention you give to your client, and will future your ability to close the sale.
Salesboom's Cloud CRM Feature list includes many rebust features including Skype CRM Integration, now you can set up your Salesboom account to make any phone number within the system a link to skype with a few easy steps. You have to have the Skype program installed on your computer for this CRM feature to work.
To enable your organization to make Skype CRM calls within Salesboom, you must first enable Skype as the call type in your personal settings. Go to Control Panel -> Personal Settings -> Calling Preferences and select Skype as your calling preference.
After that, every phone number you add into Salesboom will be turned into a link that, when clicked, will launch a Skype call to that phone number. Simply click the phone number link on a Lead, Contact or Account and, without a page refresh, you will be able to launch a Skype call. Or, if the phone number is not formatted properly, you can edit the phone number to make it conform to the Skype phone number and then make the call, again, without a page refresh.
Requirements and Restrictions:
- Available in: Solo, Team, Professional, and Enterprise Editions
- No special user permissions required; available to all user types, all editions.
- Requires Internet Explorer V6.0 or greater.
- You must have installed Skype and have the required features added to your Skype account to enable calling out using Skype. If you can't call out using Skype when you're not in Salesboom, then you definitely won't be able to call out using with Skye from within Salesboom. Your problem is that your Skype account isn't set up properly and only Skype can resolve this issue for you.
Once you truly gain full visibility into your company's business processes, you'll never want to go back to the dark again. We guarantee it. Take a Free CRM Software 30-day Trial today, or contact us directly for more information: 1.855.229.2043 (1.855.229.2043) or via e-mail at firstname.lastname@example.org.