Yes you must be using Jet Call Tracker ™ for marketing information to be captured, then passed through to Salesforce, and then back into the respective marketing platforms such as Google Ads, Bing and Meta with call outcomes attached. The integration will not work with third party call tracking applications

There are three elements that must be downloaded and installed once you have signed up for an account with Jet Interactive

1. Call Tracking Code: A unique code for your website will be provided and this will need to be installed on your website as per our Set Up Guide
2. Jet Softphones and Mobile Apps: These can be found here and on your devices app stores.
3. Salesforce: You are required download and install a Jet Salesforce app from the Salesforce App Exchange

The CRM Dialer is a softphone that handles inbound and outbound calls via Salesforce. The operator gets to confirm and match the call to the corresponding customer contact within Salesforce ensuring there is a 100% match. The operator also gets to choose the call type, value and outcome at the time of the call

Jet CRM Sync matches the call with a contact in Salesforce via API’s. There are limitations with this method if there are no corresponding call records listed within Salesforce to match. In this situation CRM Sync looks for existing cases or opportunities against the caller and creates a new record.

Integrating Google Ads with Salesforce allows businesses to seamlessly transfer and track advertising data directly within the Salesforce CRM. Here’s the information you can typically obtain:

1. Conversion Tracking: Identify which ads, keywords, and campaigns are driving conversions and leads in Salesforce. This allows you to attribute revenue and leads directly to specific Google Ads interactions.
2. Lead Data: Import lead information from Google Ads into Salesforce, capturing details like names, contact information, and campaign specifics. This helps sales teams follow up on leads more efficiently.
3. Campaign Performance: Access detailed performance metrics such as click-through rates (CTR), impressions, and cost-per-click (CPC) directly in Salesforce. This helps in aligning marketing and sales efforts.
4. Keyword Insights: Understand which keywords are most effective in driving qualified leads to improved bidding strategies and ad content for better ROI.
5. Customer Journey Mapping: Track the customer’s journey from the first ad click to conversion, providing insights into how leads are engaging with your brand across multiple touchpoints.
6. Revenue Attribution: Attribute sales revenue back to specific Google Ads campaigns, allowing you to calculate the true ROI of your advertising efforts directly within Salesforce.
7. Real-Time Reporting: Use Salesforce reports to visualise Google Ads performance and effectiveness in real-time, enabling quick and informed decision-making.
8. Optimisation: Compare actual read revenue gained vs total cost of advertising.

By integrating Google Ads data into Salesforce, businesses can foster better alignment between their marketing and sales teams, optimise their advertising strategies, and ultimately enhance customer engagement and sales effectiveness.

Integrating Salesforce with Jet Interactive provides access to a wide range of valuable customer and sales data, including:

1. Customer Information: Full contact details, account information, and history of interactions with your clients, enabling personalised communication.
2. Lead and Contact Data: Details about individual leads and contacts, including source, status, and activity history, helping sales teams prioritize and manage prospects effectively.
3. Sales Pipeline and Opportunities: Information on current deals, stages of the sales process, expected revenue, and close dates to track progress and forecast revenue.
4. Interaction History: Records of calls, meetings, emails, and other interactions, giving a comprehensive view of customer engagement.
5. Case and Support Data: If integrated with customer support, details about service requests, case status, and resolution history.
6. Activity Tracking: Notes, tasks, and scheduled follow-ups to ensure nothing falls through the cracks.
7. Custom Data Fields: Any additional fields specific to your business processes, allowing tailored reporting and automation.
8. Reports and Dashboards: Real-time visualisation of sales performance, pipeline health, and customer activity to support strategic decision-making.

Access to this rich data set within Salesforce helps sales and marketing teams work more efficiently, improve customer relationships, and make data-driven decisions to boost revenue and service quality.

The setup time for the integration between Jet Interactive, Salesforce, and Google services can vary depending on the complexity of your existing systems and your specific requirements. Typically, the process can take anywhere from a few days to a couple of weeks.

Here’s a general overview:

1. Simple integrations: Around 3 to 5 business days if your systems are straightforward and well-prepared.
2. Moderate complexity: 1 to 2 weeks, especially if customisation or additional configurations are needed.
3. Complex or highly customised setups: Might require longer due to specific configurations, data mapping, and testing.

Jet Interactive provides support throughout the process to ensure a smooth and efficient setup. For a more precise estimate, it’s best to consult with your account manager or technical team.

Jet Interactive primarily specialises in integrations with Salesforce due to its widespread use and robust API capabilities. However, the possibility of setting up similar integrations with other CRMs depends on those systems’ compatibility and available APIs.

While Salesforce is the most common and streamlined option, some integrations might be feasible with other CRMs such as HubSpot, Zoho CRM, Microsoft Dynamics, or Pipedrive, provided they have accessible API endpoints and support the necessary data exchange features.

To determine if your specific CRM can be integrated, please contact Jet Interactive directly with your CRM details. They can assess compatibility and provide guidance on possible setup options.

No, you do not need to have your telephony service with Jet Interactive to use their integrations. Jet Interactive offers integration solutions that can work with your existing telephony provider.

However, for optimal functionality—including features like automatic call logging, Click-to-Call, and real-time call analytics—your telephony system should be compatible and capable of connecting with Jet’s platform.

It’s best to check with Jet Interactive to confirm compatibility with your current telephony provider or to discuss options if you’re considering switching providers.