Setting up your TruVoice Automation Account only takes a moment and connects your TruVoice Automation account with your Salesforce account.
Access TruVoice Automation here: trusales.primary-intel.com
There are 5 objectives for setting up and configuring your TruVoice Automation account:
- Activate Your TruVoice Automation Account
- Request Customer Feedback
- Personalize Feedback Request Emails
- Manage Outreach
- Review Feedback
What is TruVoice Automation?
TruVoice Automation facilitates the connection between your CRM and TruVoice to automatically trigger and monitor feedback requests to your opportunities and contacts.
Logging In to TruVoice Automation
When you first log into TruVoice Automation you will need to authorize TruVoice Automation to connect to your Salesforce account. This step will only need to be completed once, and only takes a few seconds to complete.
Either login by clicking this link: https://trusales.primary-intel.com/signin
Or, click the TruVoice Automation link in the email your Administrator sent to you.
When the TruVoice Automation login screen finishes loading, click the “Login with salesforce” button.
When the Salesforce login window appears enter your Salesforce login credentials and click the “Log In” button.
If your organization uses SSO (single sign-on), you may need to click the “Use Custom Domain” option.
NOTE: Make sure you do not have any pop-up blockers enabled as they may block this Salesforce window from appearing.
After clicking the “Use Custom Domain” option the screen will change and allow you to type in your organization’s Salesforce domain. Enter your organization’s Salesforce domain and click “Continue”.
Salesforce will ask you if you will “Allow” access, which means connecting your TruSales account with your Salesforce account. This step is necessary and has been reviewed and vetted by your organization’s security team.
After clicking “Allow”, you will be taken to your Feedback dashboard in TruVoice Automation.
Congratulations! Your TruVoice Automation account is now setup. Bookmark the TruVoice Automation link for easy access later.
If you get the error message “Missing Invitation Code”, this means you will need to get your unique invitation link for your TruVoice Automation account from your Program Administrator.
Follow this link to the next step: Request Customer Feedback
Related to