How to Make a Call

Connect Conquer Voice

Before you can use Conquer Voice, make sure to visit the Welcome to Conquer Voice! article to understand where to locate the Conquer Voice dialer and how to complete first time user registration.

Conquer Voice has two different audio connections for you to choose that will change the behavior of the dialer and may require additional equipment to connect a call.

Audio Connections

Computer Audio - Using Computer Audio For Calls requires a stable network attached to a reliable internet connection.  If not, you will experience poor call quality and dropped connections. Selecting this option requires you to choose both a microphone and speakers for you to use while on calls. After you have the devices set, your browser will have a pop up asking for you to grant permission to use these devices for audio and you need to allow them (not temporarily), or you will not hear audio on calls and the other person will not hear you. 

Click Save, change the dialer from Disconnected to Connected and you can begin making calls with Conquer Voice!

Note: Please see Using Computer Audio For Calls for a full in-depth description when using Computer Audio

Call Me - This option requires the use of a softphone/desk phone or a cell phone that is able to be receive a call that is answered by you. Your phone will act as a bridge for the dialer to connect to for you to connect calls from your CRM. This allows you to make client calls with a personal phone without presenting your personal phone number assigned to you.  

Note: Before connecting the dialer when using Call Me, you need to enter in the phone number of the phone or device that you plan to connect the dialer to before you can make calls through your CRM. This is not the phone number your clients will see or be able to call you back on through the dialer. Please contact your manager or system administrator to determine your company-owned phone number.

Click Save.  Then change the dialer from Disconnected to Connected and you can begin making calls with Conquer Voice!

Now you are connected and will remain connected until you end your session. If your phone didn't ring and you didn't answer, then you won't be connected. You can end your session by hanging up your phone or by selecting Disconnect from the dropdown menu.

Now that you're connected, let's go over the different ways you can make calls.

Click to Dial

To place a call via Click to Dial, connect to Conquer Voice and click any phone number with a green phone icon next to it. This can be done from anywhere in Salesforce where you see the blue phone icon.

When placing a Click to Dial call the soft phone will automatically pop open if it is minimized.

This is also true with Cadence Utilities. 

If a Click to Dial call is placed through Cadence Utilities, Cadence Utilities will automatically re-open once the call is completed.   

Add Call (Quick Dial and Dial Pad)

Quick Dial numbers can be added to quickly find and connect to saved contacts that you can merge, transfer and connect to within the dialer. The Dial Pad allows manual dialing to be used to connect to a specific numbers.

For more information about how to use Quick Dial and Dial Pad, please see Add Call via Click to Dial and Dial Pad Guide

Queues, Campaigns and Speed to Lead

The real power comes from being able to dial numbers from a specified list.  Follow the links here to learn more about Queues (your personal lists), Campaigns (group accessible lists) and Speed to Lead.

Connect Conquer Voice

Before you can use Conquer Voice, make sure to visit the Welcome to Conquer Voice! article to understand where to locate the Conquer Voice dialer and how to complete first time user registration.

Conquer Voice has two different audio connections for you to choose that will change the behavior of the dialer and may require additional equipment to connect a call.

Audio Connections

Computer Audio - Using Computer Audio For Calls requires a stable network attached to a reliable internet connection.  If not, you will experience poor call quality and dropped connections. Selecting this option requires you to choose both a microphone and speakers for you to use while on calls. After you have the devices set, your browser will have a pop up asking for you to grant permission to use these devices for audio and you need to allow them (not temporarily), or you will not hear audio on calls and the other person will not hear you. 

Click Save, change the dialer from Disconnected to Connected and you can begin making calls with Conquer Voice!

Note: Please see Using Computer Audio For Calls for a full in-depth description when using Computer Audio

Call Me - This option requires the use of a softphone/desk phone or a cell phone that is able to be receive a call that is answered by you. Your phone will act as a bridge for the dialer to connect to for you to connect calls from your CRM. This allows you to make client calls with a personal phone without presenting your personal phone number assigned to you.  

Note: Before connecting the dialer when using Call Me, you need to enter in the phone number of the phone or device that you plan to connect the dialer to before you can make calls through your CRM. This is not the phone number your clients will see or be able to call you back on through the dialer. Please contact your manager or system administrator to determine your company-owned phone number.

Click Save.  Then change the dialer from Disconnected to Connected and you can begin making calls with Conquer Voice!

Now you are connected and will remain connected until you end your session. If your phone didn't ring and you didn't answer, then you won't be connected. You can end your session by hanging up your phone or by selecting Disconnect from the dropdown menu.

Now that you're connected, let's go over the different ways you can make calls.

Click to Dial

To place a call via Click to Dial, connect to Conquer Voice and click any phone number with a green phone icon next to it. This can be done from anywhere in Salesforce where you see the blue phone icon.

When placing a Click to Dial call the soft phone will automatically pop open if it is minimized.

This is also true with Cadence Utilities. 

If a Click to Dial call is placed through Cadence Utilities, Cadence Utilities will automatically re-open once the call is completed.   

Add Call (Quick Dial and Dial Pad)

Quick Dial numbers can be added to quickly find and connect to saved contacts that you can merge, transfer and connect to within the dialer. The Dial Pad allows manual dialing to be used to connect to a specific numbers.

For more information about how to use Quick Dial and Dial Pad, please see Add Call via Click to Dial and Dial Pad Guide

Queues, Campaigns and Speed to Lead

The real power comes from being able to dial numbers from a specified list.  Follow the links here to learn more about Queues (your personal lists), Campaigns (group accessible lists) and Speed to Lead.