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kjannati
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Joined 5 years ago
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Re: Save Microsoft Teams Call Logs to Salesforce
Hi quotely I'm really interested in the application you're developing and would appreciate a demo. Your approach to linking Teams call logs to Salesforce users has the potential to significantly streamline our processes. I manage a Salesforce CRM system in a B2B setting. We handle both individual and group calls with our customers, encompassing activities such as upsell, renewal, customer success, as well as prospecting new leads. It's crucial for us to accurately log and report on all these types of calls. In addition to tracking interactions with each individual, it would be beneficial if we could also log these calls against specific opportunities, Leads and Accounts in Salesforce. This could potentially work by allowing users to associate a call log with a specific opportunity or Lead post-call manually. Automating this process would be a big plus, for instance, if your system could identify relevant opportunities based on the contact or account related to the call. However, I understand this might be more complex, but it would be extremely valuable in our CRM system's context. With regard to your question about group calls, my recommendation would be to treat each participant in the call as a separate entry in the call log. This would allow us to track interactions with each individual, regardless of whether the call was a group or individual call. Each entry could then be linked to the appropriate Salesforce user, contact, and if possible, the corresponding opportunity. I understand that this approach might generate multiple entries for a single group call, but it would ensure we have a complete record of all interactions. Please let me know when you could arrange the demo, I'm looking forward to seeing your application in action. Best Regards, Kam5.1KViews0likes0Comments
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