The Aloware power dialer systematically calls contacts from a list. The Salesforce CRM popup view integration displays and allows editing of Salesforce customer data directly within the power dialer interface during calls.
Prerequisites
Before configuring the Salesforce popup view, ensure you have admin access to both Aloware and Salesforce, with the basic Aloware-Salesforce integration already established. Also complete the necessary synchronization setup for real-time data updates and user synchronization to properly map Aloware users to their Salesforce accounts.
Admin setup: Verify Salesforce user permissions
Review your users' Salesforce permission sets to ensure they grant the necessary access for Aloware to show and update Salesforce information in the popup view. This includes verifying they have:
Read access - to see Salesforce records (like Contacts, Leads, Accounts) in the popup view.
Edit access (recommended) - to update Salesforce records directly from the popup view.
Activity creation access (recommended) - to log Aloware calls as tasks or events in Salesforce.
Setup completion, testing, and ongoing monitoring
Now that you've completed the configuration steps, your Aloware Power Dialer's Salesforce CRM popup view integration is ready.
Test the integration thoroughly by having a sales representative make several calls using the Power Dialer. Confirm all aspects are functioning as expected with the Salesforce popup view.
To ensure the integration continues to work smoothly over time, periodically monitor its health. Check the Aloware-Salesforce integration status in your Aloware admin settings to catch and fix any connectivity issues early.
User guide: Making calls with Salesforce integration
Starting and making calls
In Aloware, select your contact list and start the Power Dialer session. The system will automatically dial contacts; proceed with your call as usual when someone answers.
Accessing and using Salesforce data during a call
View contact details in power dialer
Find key contact info (some from Salesforce) in the Power Dialer's Details tab.
Use the Salesforce CRM popup view
The Salesforce Popup View opens automatically when a call connects or you move to a new contact. It displays the full Salesforce record and refreshes for each contact.
Edit contact information in Salesforce
To update contact details during a call, simply find the field in the Salesforce Popup View, make your edits, and save. If your admin has enabled bi-directional sync, your changes update Salesforce instantly.
Log call outcomes and activities in power dialer
After each call, select the call outcome (e.g., connected, left voicemail) and add notes in the power dialer. This information automatically syncs to the contact's activity history in Salesforce.
Reopening a closed CRM popup
If the Salesforce popup closes, click the manual CRM open link in the power dialer to bring it back.
How this integration enhances your Aloware experience
The Salesforce CRM View integration isn't just a standalone feature; it enriches how you use other Aloware tools:
Smarter power dialing - it provides instant Salesforce context (like contact history and details) directly within the Power Dialer, making your calls more informed and effective.
Unified workflows - sales and marketing teams can manage call-related tasks and update CRM information seamlessly within a single, familiar Aloware interface, reducing the need to switch between applications.
Stronger CRM Capabilities - by directly connecting to and leveraging your live Salesforce data, this integration significantly bolsters Aloware’s own CRM functionalities, creating a more powerful and comprehensive platform.