Everyone on our sales team uses [url removed, login to view] for our CRM needs on a daily basis. Prior to using [url removed, login to view], we had our own, in-house application. This in-house system had a modem dialer built-in to the program that would dial automatically dial a phone number when a user clicked a “dial” button on the application. The user would then simply pick up their phone handset in order to continue the call and talk with a client. Now that we're on [url removed, login to view], we no longer have this nice capability. There are plenty of options that work with VOIP phones, but we want to use the old-fashioned analog phone lines and phones for this project.
We need a program that can be installed on a user’s laptop computer running Windows XP Professional. The application needs to integrate with [url removed, login to view], which provides several free tools to programmers, in order to know what telephone number to dial, and to store information about the call after it has been completed. Details about the ideal sales call are listed below:
The ideal operation of a sales call is described below:
1) Our salesperson would plug an analog phone line into the modem port on the laptop. The phone line would be split from the wall with one end going into the laptop and another end into a regular analog phone handset.
2) Using Internet Explorer, the salesperson would visit www.salesforce.com. Our salesperson would browse to a contact and click a phone number (which would be a hyperlink). [url removed, login to view] would begin a phone line session, which would track who was called, when the call was made, and how long the call lasted.
3) The application would then use the modem port to pick-up the line and dial the telephone number.
4) Our salesperson would simply need to pick up the regular, analog phone handset in order to take over the call and begin talking with a client.
5) At the end of the call, the user would hang-up the phone to end the call. The [url removed, login to view] phone line session would then end; all data about the call (who was called, when the call was made, and how long the call lasted) would be stored within [url removed, login to view] for record-keeping and future analysis.
[url removed, login to view] provides a nice API in order to integrate with their service and perform any of the data operations that are needed. We simply don’t have the time (and perhaps the expertise) to develop an application within our own programming team to get this accomplished. An example of a similar tool was created by Skype --- and is called Skype for Salesforce:
[url removed, login to view]
From the standpoint of what happens within [url removed, login to view], this tool does just about everything. The only downfall is that it only uses Skype for making the call --- it will not work with a regular phone line.
I would prefer the application be coded in .NET, but that is certainly up for negotiation depending on skills of any programmer that submits a bid.