Outgoing phone calls - caller id

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bob.silva

• October 09, 2019 22:05

When I initiate phone calls and texts from within Salesmate, the system uses the phone number assigned by Salesmate.  As a business owner, I have a phone number already. That number is on my business cards and is present in all mediums that give people information about how to get ahold of me.  There also is the issue of longevity and goodwill.   For these reasons, business telephone numbers that exist have value.  It isn't reasonable to expect businesses to change their phone numbers in order to take advantage of the features of a single tool such as SalesMate.   Nor does it make sense to transfer the number to Salesmate to get that capability.

For this reason, a feature is need whereby Salesmate features for phone calls and texts can be used with the receiving party seeing the phone number in caller id of my business as opposed to the phone number assigned by Salesmate.

I understand this feature is on Salesmate roadmaps.  Please upvote this if you think this feature would be useful.

Thank you!

Robert

 

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  Marcelo Ramagem

  • November 11, 2019 18:48

  Furthermore... this feature should be something fairly easy to implement since Salesmate uses Twilio.

  I was trying out multiple CRMs recently and either Copper or Close.io (I cant remember which one) had a feature that let me enter the caller id (any number I wanted to enter).... then I received a call from Twilio with a 6 digit PIN that I had to enter in the CRM to verify that I actually owned that phone number that I wanted to use for my caller id. It all worked amazingly well...I could dial directly from inside the CRM and the caller ID showed the number I desired.

  HOWEVER, be aware that the downside to this approach is that if you use your custom caller id, when the prospect calls you back, they will actually be calling that caller id number and this will bypass Salesmate (or any crm's) ability to track the inbound call.

  This is something that should be "implementable" by Salesmate: https://support.twilio.com/hc/en-us/articles/223180048-Adding-a-Verified-Phone-Number-or-Caller-ID-with-Twilio

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  Team Salesmate

  • February 05, 2020 17:09

  We have caller id masking functionality available, which can be used for outgoing calls but not for the text. 
  
  https://support.salesmate.io/hc/en-us/articles/360036859412-How-to-make-calls-using-your-own-number-Call-Masking-

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