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Team Performance

Introducing the V2 Softphone: A Smarter, Faster Call Experience

by Andrew Clark

Picture this: You’re juggling multiple marketing campaigns, tracking leads across various platforms, and struggling to keep your communication workflow smooth. Sound familiar? Our community of marketers knows this challenge all too well. That’s why we’ve been hard at work developing something to change how you manage your sales communications.

What’s Different About the V2 Softphone?

At CallTrackingMetrics, we don’t just create software—we solve problems. The V2 softphone is our response to our customers’ (including marketers like you) daily challenges. We’ve spent considerable time reviewing your feedback and reimagining what a truly effective communication tool should look like.

Most importantly, our latest softphone features are designed to transform your workflow. Here’s what we’ve improved to help you work smarter, not harder:

Your User Experience Improved

Our community told us they wanted a more intuitive, streamlined experience. V2 delivers with: 

  • Simplified navigation across phone, activity history, chats, and text messages
  • More personalized agent preference options, such as Agent Activity reporting directly in the softphone interface
  • More personalized agent preference options
  • Improved browser/phone compatibility testing at login
  • Independence from 3rd party browser cookies

Salesforce Integration Magic

For our Salesforce users, we’ve got some exciting upgrades: 

  • Seamless single sign-on
  • LeadReactor plugin for automated outbound tasks 
  • Simplified CTI Adapter implementation 
  • Integrated messaging options beyond traditional voice calls
  • Easy-to-configure Apex Data workflows

What This Means for Your Business

It’s not just about cool features—it’s about transforming how you work. The V2 softphone helps you: 

  • Reduce communication friction 
  • Automate repetitive tasks 
  • Gain deeper insights into your sales process for a streamlined workflow
  • Track leads more efficiently

 Check out this infographic below to see how this works with LeadReactor

infographic showing how CallTrackingMetrics V2 softphone works with LeadReactor

Upgrading is Simple: Your Step-by-Step Guide

Worried about a complicated upgrade? Don’t be. Here’s how easy it is:

  1. Navigate to Settings > Account Settings > Behaviors
  2. Toggle on Upgrade to the Latest CTM Softphone
  3. Click Update Features
screenshot of upgrading to V2 softphone in the CallTrackingMetrics app

If you need more information, here’s a quick guide to using and upgrading your softphone.

Have Questions? We’re Here for You.

Every upgrade comes with questions, and we get that. Our customer success team is standing by to help you make the most of the V2 softphone. Not sure about something? Reach out, and we’ll walk you through it.