Here's a quick demo of how a voice over IP integration will work with your CRM so basically this is your activity section in your CRM now this is copper but this also works with other CRM's like pipedrive and HubSpot.
When your team member uses their voice over IP on their phone or their computer to make a call or send an SMS it's automatically logged in the CRM this is how it shows up and if you have call recordings turned on you can click that to access the full call in Dialpad for example, and then each SMS is also tracked line by line as an activity.
What's also really cool in Copper is you get a roll-up of the total number of interactions since this is all automatically being logged the last date that they were contacted and how long it's been since someone was contacted last so this is great if you don't want to have your team members needing to manually remember to track the last conversation that happened with a prospector under or a lead in the CRM it's automatically done for them and it just creates a really neat history of all conversation.
You may be wondering hey did someone on our team recently reach out to XYZ it's really great to have all your emails logging in your CRM but calls and SMS's if those are core to your business are also important touch points to track so this takes care of all the manual tracking and it's automatically done for you — so if you have any questions reach out to us.
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While a "native integration" exists, it is marked as "beta" and hasn't been updated in 6 months.
It is more focused on showing you Salesforce contact details within Dialpad. The native integration has no SMS logging support, no automatic creation of leads, or the ability to exclude SMS logging on a contact-by-contact basis (e.g. security codes or sensitive contacts that you don't want shared with the rest of the team).
A custom integration allows for custom criteria specific to your business (e.g. want to only have it create a new lead and log a phone call if the call lasts for more than 1/2/3/5 minutes? How about automatically setting a specific lead status if it's created via Dialpad? That can all be configured when you build custom).
Companies that use our integrations report saving 25-300+ hours per month in addition to $90k-$120k per year on operational / administrative salaries.
While a "native integration" exists, it is marked as "beta" and hasn't been updated in 6 months.
It is more focused on showing you Salesforce contact details within Dialpad. The native integration has no SMS logging support, no automatic creation of leads, or the ability to exclude SMS logging on a contact-by-contact basis (e.g. security codes or sensitive contacts that you don't want shared with the rest of the team).
A custom integration allows for custom criteria specific to your business (e.g. want to only have it create a new lead and log a phone call if the call lasts for more than 1/2/3/5 minutes? How about automatically setting a specific lead status if it's created via Dialpad? That can all be configured when you build custom).
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