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Top 5 things to consider for SMS and CTI App on LeftMain REI.
We all know Power dialing is the most important feature on LeftMain system and every salesperson loves to dial out of their personal list view when working on seller leads.
 Trying to get all those pieces working together with different support team of different apps is a nightmare when you need to test and try drips sequences, power dialing from list-views, dashboard, SMS, RVM along with figuring out basics of Salesforce.
CloudSharks have been helping Real Estate Investors who are on different situations with their LeftMain system. It doesn’t matter if you are moving away from SMRT phone, evaluating Dialpad, trying to figure out power dialing, setting up SMS integration with something outside Salesforce, or using the 360 SMS/CTI REI package for Salesforce.Â
Here are the top 5 reasons and questions you need to consider in your CTI and SMS app on  LeftMain REI
- 01
Native to Salesforce
Native to salesforce is a lot more than just the “click to dial” feature, even Skype’s chrome plug-in can do that. Your CTI should live on salesforce, dial in and out of salesforce should merge seamlessly with default list views, pages, lightning component, and reports/Dashboard and most importantly should give you all the details of every call task. You are wasting time and money in learning and managing the CTI settings on a portal outside LeftMain.
- 02
Activities and tasks–
Big problem with CTI tools that live outside Salesforce. No matter how cool the telephony app must be outside LeftMain most of them just end up creating only tasks with limited information. You divert from the core idea of LeftMain is to have everything in one place. Your CTI on LeftMain should give you a 360-degree view of all the calling data immediately in one place with out of the box Dashboard that works with natives Salesforce reporting.
- 03
Call Routing and User Availability –
Is it just a click of a button for your user to update their availability? can they see a call waiting? Do they have immediate control to forward or route calls within the sales team? What about multiple numbers and incoming call queue management? Can you see all of those settings in a single view? Most importantly is it “Out of the box” for your Salesforce Admin to configure?
- 04
Automation:
LeftMain is designed to reduce user dependency; is that really happening with your CTI? Or are you still trying to figure out flows, triggers, and Zapier errors and building infra that doesn’t exist to accommodate automation like sending voice mail automatically, updating status after a specific call disposition, rout calls based on user status, sending SMS to missed callers?
- 05
Integrated Native SMS system –
Drip, Drip, Drip; the most used texting use case on your long-term and short-term follow-up, triggered SMS on contracts pending for signature or sending a quick personalized text right from the lead/opportunity page, and getting a mobile-like interface to see all the historical conversation, does your CTI comes with built-in SMS capability that requires all the above features to be built from scratch?
Here are the top 5 reasons and questions you need to consider in your CTI and SMS app on  LeftMain REI
01
Native to Salesforce
Native to salesforce is a lot more than just the “click to dial” feature, even Skype’s chrome plug-in can do that. Your CTI should live on salesforce, dial in and out of salesforce should merge seamlessly with default list views, pages, lightning component, and reports/Dashboard and most importantly should give you all the details of every call task. You are wasting time and money in learning and managing the CTI settings on a portal outside LeftMain.
02
Activities and tasks
Big problem with CTI tools that live outside Salesforce. No matter how cool the telephony app must be outside LeftMain most of them just end up creating only tasks with limited information. You divert from the core idea of LeftMain is to have everything in one place. Your CTI on LeftMain should give you a 360-degree view of all the calling data immediately in one place with out of the box Dashboard that works with natives Salesforce reporting.
03
Call Routing and User Availability
Is it just a click of a button for your user to update their availability? can they see a call waiting? Do they have immediate control to forward or route calls within the sales team? What about multiple numbers and incoming call queue management? Can you see all of those settings in a single view? Most importantly is it “Out of the box” for your Salesforce Admin to configure?
04
Automation
LeftMain is designed to reduce user dependency; is that really happening with your CTI? Or are you still trying to figure out flows, triggers, and Zapier errors and building infra that doesn’t exist to accommodate automation like sending voice mail automatically, updating status after a specific call disposition, rout calls based on user status, sending SMS to missed callers?
05
Integrated Native SMS system
Drip, Drip, Drip; the most used texting use case on your long-term and short-term follow-up, triggered SMS on contracts pending for signature or sending a quick personalized text right from the lead/opportunity page, and getting a mobile-like interface to see all the historical conversation, does your CTI comes with built-in SMS capability that requires all the above features to be built from scratch?