How to dial calls with Salesforce and CallHub
Step 1: Connect Salesforce and CallHub
Create a new campaign in Salesforce and add contacts and leads to be contacted to the campaign. Log in to CallHub and go to Integrations section. Click on “Select Salesforce campaigns to import” and log in to your Salesforce account when prompted.
Step 2: Import your campaign to CallHub
You’ll see all your Salesforce campaigns listed within CallHub. Select the campaign/s you created and click “Import Selected”. This will import all the contacts and leads you added to the campaign into CallHub.
Step 3: Create you calling campaigns
Create your calling campaign in CallHub and choose between Power Dialer, Preview Dialer, or Predictive Dialer. You can assign an unlimited number of agents, record voicemail message, and add scripts when creating your call center campaign. Agents can dial contacts using their phone, browser or softphone.
Measure the performance of your campaign while it's running. Get an overview of the calls being made and the duration of each call. The dashboard helps keep you on track to achieve your goals.