Video Walkthroughs

Discover which click-to-call forms are available to you in CTM, new form templates, and how to route calls based on forms.

Learn how to route callers with keypresses or speech recognition, set up custom voice menus, and connect them to other tools in your account.

Set up an AI agent to handle after-hours or overflow calls, schedule appointments, take messages, and reduce the need for extra staffing during slower times.

Set up agent scripts and optimize your account with advanced setups, calendars, and more.

Learn how to set up DNI correctly, different types of tracking sources (and what they mean for your account), DNI best practices, and how to avoid common setup mistakes.

Personalize voicemails, optimize task management, and get in-depth reporting on key metrics.

In this Focus on Salesforce session, you’ll discover how to get the most from your Salesforce integration with CTM. Learn to set up workflows, connect your softphone, and sync call data seamlessly between platforms.  

Explore how to use webhooks for real-time data sharing and automation between CTM and your other business applications.  

Learn how to maximize your Salesforce integration with CTM.