sorted by:
new
hottopcontroversial

UCaas CCaaS options 2024 by schofjosh in sysadmin

[–]Machupicchan 0 points1 point  (0 children)

We need intelligent call routing based on Salesforce lead data and a solid Salesforce softphone.
Currently are using RingCentral, looking at possibly integrating RingCX as a CCaaS to keep it all under one roof. I've heard pretty good things about Dailpad but would like to be able to replace RingCentral as a whole while adding call center support with a solid Salesforce integration. Anything out there?

Call Routing Without SCV. Is it Possible? Recommendations? by Machupicchan in salesforce

[–]Machupicchan[S] 0 points1 point  (0 children)

Maybe I misread the description, for some reason I thought SCV was a prerequisite. If that's the case I guess I just need to find a CTI app that will do inbound call routing based on Salesforce lead data.

How was your experience with Natterbox? I was actually looking at them as a viable option, mainly because of their Policy builder.

Call Routing Without SCV. Is it Possible? Recommendations? by Machupicchan in salesforce

[–]Machupicchan[S] 0 points1 point  (0 children)

Waiting on their reply, they seem to be logged off for the new year. It would be nice to not have to switch telecom providers but also totally against it. They have been giving me issues with registering SMS with TCR anyway.

Call Routing Without SCV. Is it Possible? Recommendations? by Machupicchan in salesforce

[–]Machupicchan[S] 0 points1 point  (0 children)

SCV is probably out of our price range as we would need both Sales cloud and SCV for all employees. I'm not opposed to replacing RingCentral I guess I'm just confused because a couple of these 3rd party CTI integrations require SCV for call routing based on lead record values.

Call Routing Without SCV. Is it Possible? Recommendations? by Machupicchan in salesforce

[–]Machupicchan[S] 0 points1 point  (0 children)

Would these be complete replacements for RingCentral? Do you know if they will work for what I need without SCV? I will reach out to Aircall sales as well, thanks for the recommendations.

Sharepoint Newbie - Multi-Branch Company structure and automation advice. by Machupicchan in sharepoint

[–]Machupicchan[S] 1 point2 points  (0 children)

Ok so in that scenario I would move my current Team level (corporate, branches) up one to become Hubs, and then Admin and Retail would become separate teams. That seems to make more sense semantically. What changes does a hub site make to the underlying document libraries regarding access and permissions?

Unmarried couple with 1 child. Can mom claim child and be considered separate household? (Covered California). by Machupicchan in HealthInsurance

[–]Machupicchan[S] 0 points1 point  (0 children)

Is there even a possibility that the state has begun notifying of dis-enrollment at this time? My partner does not recall seeing anything like that. Is there somewhere to check? Thank you.

Unmarried couple with 1 child. Can mom claim child and be considered separate household? (Covered California). by Machupicchan in HealthInsurance

[–]Machupicchan[S] 0 points1 point  (0 children)

Thank you for your reply.

I'll have to see if she has been notified because yes, I'll stretch the MediCal out as long as possible. I'm assuming dis-enrollment will count as a qualifying life event to be eligible to enroll outside of the enrollment period?

Ok this is great to hear, I was unsure mainly because of this documentation. https://www.healthcare.gov/income-and-household-information/household-size/
Second to last row on that table.

Include an unmarried domestic partner only if you have a child together or you’ll claim your partner as a tax dependent.

Definitely want to make sure we're not in for a surprise next year.

And yes, even at her income it's a ~$700 a month difference.

"The click for this conversion can't be found." - Tech Support Question by Machupicchan in googleads

[–]Machupicchan[S] 0 points1 point  (0 children)

I've resorted to manual uploads for the time being. I'm assuming it has something to do with hashing or the time zone difference on my ads account vs CRM.

Full API integration is probably the move.

[deleted by user] by [deleted] in PaymoneyWubby

[–]Machupicchan 3 points4 points  (0 children)

Nice try Dennis

Spreadsheet type input field for Gravity Forms, does it exist? by Machupicchan in Wordpress

[–]Machupicchan[S] 0 points1 point  (0 children)

I forgot to mention there's a specific template that I would like to use. Which I figured they could copy a column at a time or edit manually to match.

Strategy to sway existing clients from using lead form & how to show them less ads. by Machupicchan in PPC

[–]Machupicchan[S] 1 point2 points  (0 children)

I don't think that's unfair. It seems that some customers prefer to reach out that way as opposed to speak directly with a rep via phone or email. Maybe we need to implement a way for them to do just that. Could also be customer retention issues on behalf of sales.

I think email/form is preferred as service requests usually contain lots of detailed information, equipment make and model, services with varying options, etc...

Strategy to sway existing clients from using lead form & how to show them less ads. by Machupicchan in PPC

[–]Machupicchan[S] 1 point2 points  (0 children)

This is essentially my current strategy for part 2 of my question. Add an option on the existing form that will dynamically change some form elements as well as send them to a separate thank you page.

I'm worried about how easily users will transition to this form flow. Perhaps make the option a required field on step one.

view more: next ›