Salesforce CRM is a powerful tool that helps businesses manage customer relationships, track sales, and streamline operations. Integrating FreJun with Salesforce enhances efficiency by automating call logging and improving customer interactions. This FAQ guide provides detailed insights into the FreJun-Salesforce integration, its benefits, and how to set it up.
1. What is the FreJun Salesforce CRM Integration?
FreJun’s integration with Salesforce CRM allows businesses to automate call logging, streamline customer interactions, and improve sales productivity. It enables seamless synchronization between FreJun’s call automation system and Salesforce, ensuring all call data is automatically updated in real time.
2. How do I Integrate FreJun with Salesforce CRM?
To integrate FreJun with Salesforce CRM, follow these steps:
- Log in to your FreJun account.
- Navigate to Settings > Integrations.
- Select Salesforce CRM and click on Connect.
- Authenticate your Salesforce account and grant the necessary permissions.
- Configure call logging preferences as per your requirements.
3. What Features Does the Integration Offer?
The FreJun-Salesforce CRM integration provides the following features:
- Automatic Call Logging: Every call made or received via FreJun is logged into Salesforce automatically.
- Call Recording Sync: Call recordings are stored and accessible within the corresponding Salesforce contact.
- Click-to-Call: Make calls directly from Salesforce using FreJun’s click-to-call feature.
- Real-Time Call Notes: Agents can add notes during or after calls, which sync directly with Salesforce.
- Analytics and Reporting: Access detailed call analytics within Salesforce to improve sales strategies.
4. Does the Integration Support both Inbound and Outbound Calls?
Yes, the integration supports both inbound and outbound calls. All call details, including timestamps, duration, and call recordings, are automatically logged in Salesforce CRM.
5. Can I Customize the Call Logging Settings?
Absolutely! You can choose what details to log, such as call recordings, notes, and caller details. These settings can be customized under the FreJun Integration Settings in Salesforce.
6. Do I Need Technical Expertise to Set up the Integration?
No, the setup process is user-friendly and does not require technical expertise. However, if you encounter any issues, FreJun’s support team is available to assist you.
7. Is the Integration Secure?
Yes, FreJun ensures data security with end-to-end encryption, and the integration complies with Salesforce’s security standards to protect sensitive customer information.
8. Can I Integrate FreJun with Multiple Salesforce Accounts?
Currently, FreJun allows integration with a single Salesforce account per user. If you need multiple accounts, contact FreJun support for additional solutions.
9. How do I Troubleshoot Issues with the Integration?
If you face any issues, try the following steps:
- Ensure that your Salesforce API access is enabled.
- Check if FreJun has the necessary permissions in Salesforce.
- Reconnect the integration under Settings > Integrations.
- Contact FreJun’s support team for further assistance.
10. Is there a Cost Associated with the Salesforce CRM Integration?
The integration is included in certain FreJun plans. For detailed pricing information, visit the FreJun pricing page or contact the sales team.
Integrating FreJun with Salesforce CRM is an excellent way to enhance sales efficiency and improve customer relationship management. With features like automated call logging, real-time analytics, and click-to-call, this integration simplifies workflows and boosts productivity. If you have any further queries or require support, don’t hesitate to reach out to FreJun’s customer service team.
For more information, visit FreJun’s official website or reach out to our support team!