Extension allowing advanced CRM features
SoftTrain Cloud CRM Controller Extension
The functionalities include the following:
- Screen-Pop
Incoming calls pop-up within the CRM tool and can be answered, put on hold, resumed from hold, transferred, forwarded or the call can be ended via the hang-up button.
Auto-detection of incoming contact with link to contact record within the CRM tool
- Click-to-Call
Hovering over a telephone number allows the option to call that number with a simple click. There is also an optional feature to generate a call record in the CRM tool when the outgoing call is initiated
- Transfer and Forward
Option to transfer or forward the call to a colleague. Initial list is for colleagues in the same department as the person answering the original call, but also a dropdown option to select the extension for anyone else on the phone system.
Icons to identify the current status of the colleagues to ensure forwarding or transfer only to a colleague who is available to take the call.
- Dialpad
The dialpad allows for telephone numbers to be manually entered and called. Number buttons ideal for touch-screens, but also the option to type the number from the keyboard.
- Call Log (optional)
Allow logging of the call against the contact's record. Either when the call is initiated or once the call has ended.
- Version History
V1.2.7 - Added Simpro Suite
V1.2.6 - Fix for Zendesk screen-pop location
V1.2.5 - Added bespoke integrations for Hubspot and Zendesk
V1.2.4 - Added 'Brochure Send' engagement (client-specific)
V1.2.3 - Fixed Click-2-Call in multiple locations for Sugar CRM
V1.2.2 - Normalised phone number fix for Transfer icon
V1.2.1 - Added in-call dialpad, Click-2-Call layer promoted, call window opens in new tab
V1.2.0 - Added support when for multiple contacts match phone number
V1.1.6 - Added fix for phone number normalisation
V1.1.4 - Added support for SugarCRM
V1.1.4 - Fix for contact load in Act! Premium Cloud
V1.1.3 - Added support for Act! Premium Cloud
V1.1.2 - Added support for Pipedrive
Source Manifest.json
How to download and manually install SoftTrain Cloud CRM Controller extension for Chrome
Looking for a way to install SoftTrain Cloud CRM Controller extensions for Chrome, you can search for them in the Chrome Web Store, clicking the "Add to Chrome" button, and following the straightforward process.
However, you may need to install SoftTrain Cloud CRM Controller extensions manually, this article outlines two simple methods to effortlessly install SoftTrain Cloud CRM Controller extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.
Method 1: Download SoftTrain Cloud CRM Controller extension and manually install through Drag &Drop
If you ever need to manually install a SoftTrain Cloud CRM Controller extension for Chrome, don't worry, it's a simple process. Just follow these easy steps, and you will have your extension ready to use in no time.
Step 1: Download the SoftTrain Cloud CRM Controller Extension by clicking the "Download CRX" button on the website.
Look for the SoftTrain Cloud CRM Controller extension you wish to install. Go to the website and download the SoftTrain Cloud CRM Controller extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for SoftTrain Cloud CRM Controller extension that contains all the data.
Step 2: Extract &Arrange Files
Once the file is downloaded, extract that file into its own folder. Similarly, give that extension files a permanent home. In other words, keep it in a folder that you don't accidentally delete it because these files will be needed to make that extension work.
Step 3: Go to the Chrome Extensions Page
Open Google Chrome and in the address bar, type chrome://extensions; it will open the Google Chrome extensions page. Make sure that "My extensions" is selected in the sidebar.
Step 4: Drag and Drop the Extension
Now, go to the folder where you extracted the SoftTrain Cloud CRM Controller extension and drag &drop the extension file from there anywhere onto the extension page within Google Chrome.
Step 5: Complete the Installation
Once you drag and drop the extension file, follow the steps that Google Chrome takes you through. Similarly, if the extension file is of .crx file format, you will be required to review the permissions and then add the extension.
Now, you can manage that added extension as you would like to with any other Chrome extension that you added through Chrome Webstore. Its icon will also appear in the Google Chrome Menu on the right side of the address bar once you activate it.
Method 2: Download SoftTrain Cloud CRM Controller extension for Chrome and install in Developer Mode
This is another method to install SoftTrain Cloud CRM Controller extension manually, but the twist is that here, you install by enabling the developer mode option provided in Google Chrome. This mode is commonly used for testing extensions or running unpublished tools.
Step 1: Download the SoftTrain Cloud CRM Controller extension file
Select and download the SoftTrain Cloud CRM Controller extension by clicking the 'Download CRX' button on the website.
Step 2: Extract the downloaded contents
Convert the file to a ZIP file if it is in CRX format then extract the SoftTrain Cloud CRM Controller extension zip file or folder that you downloaded. Make sure you extract it using the same folder name and keep it safely in another folder, so you don't delete it by mistake. The extracted folder will be needed to keep your SoftTrain Cloud CRM Controller extension running.
Step 3: Open Chrome Extension Setting Page
In the address bar of Google Chrome, type chrome://extensions and open the Chrome Extension Page.
Step 4: Enable Developer Mode
After opening the Chrome Extension page, look at the top right side, and you will find the toggle option of "Developer mode."Simply enable that developer mode option.
Step 5: Load the Unpacked Extension
Once you enable the developer mode option, you will see the menu of Load Unpacked, Pack Extensions and Update. From that, select the option "Load unpacked."
Step 6: Select the Extension Folder
Once the pop-up opens upon clicking Load unpacked, select the SoftTrain Cloud CRM Controller extension directory and click on the "Select Folder "button.
Step 7: Confirm and Install
After you select an extension folder of a Google Chrome extension you're installing manually, confirm its installation for the final time and let the installation complete.
Conclusion
Here we've made a step-by-step guide on How to manually install SoftTrain Cloud CRM Controller extension in 2 ways. We hope this guide proves helpful.
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