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In this article, we explore the Salesforce integration and its available components, showcasing how the combination of iFrame, Auto Logging and Dialer features offers a comprehensive solution for sales process automation, call management and contact lookup.

Salesforce integration documentation: Integrations Documentation.

Created: April 2024

Permalink: https://wildix.atlassian.net/wiki/x/D4AnGw

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  • Automation of calls with Sales Engagement (formerly High Velocity Sales): In addition, the dialer integrates with Sales Engagement activities, automating outgoing calls from the task list. This feature is especially useful in case you are responsible for active call outreach. With the Dialer, you can simply navigate your list of tasks and initiate calls, making the workflow more efficient.

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