We have developed a solution that is absolutely easy to use and it will only take you a few minutes to get started by following these steps:
Step 1: Create or join an organisation from the Call Analytics dashboard using your email address (preferably your work email).
Step 2: Install the Salestrail app on your device.
Salestrail is available on both iOS and Android, therefore, you can get the app from the App Store or the Google Play Store easily.
Although Salestrail is compatible with Android devices running Android 8 or higher, and with iOS devices, the age and specifications of the device can affect the app’s speed and overall performance. Older devices may experience slowness, lag, or occasional crashes.
Please also note that if you are using a Huawei device without access to the Google Play Store, the Salestrail app cannot be installed on that device.
Requirements:
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Android 8 or higher for call tracking
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Android 9 or higher for call recording
If you are interested in the Call Recording feature, you will also need to purchase this as an additional feature when you purchase the subscription.
Step 3: Use the same email address and the verification code (sent to your email) to log in.
Step 4: . Grant the app all the permissions that are asked for during the onboarding.If you don’t give the app the permissions needed, then the app will not be able to track your calls.
Step 5: Make sure that the app is not restricted by your device battery optimization. To do this, click on the notification in the app that says “Turn off battery optimization for Salestrail”. Also take away "Remove permissions if app is unused". NOTE: this needs to be OFF. Here you can find more details about removing battery optimization: Remove Battery Optimization
If you have a dual SIM device, you will need to select the SIM to be logged. Here are the steps to select the SIM to track: Select SIM
Important Note: Android limits how long apps can run in the background, typically between 6 and 8 hours. When this limit is reached, Salestrail will pause and you will receive a notification. Simply tap the notification to reopen the app and allow it to continue running in the background.
Et voilà ! Your account is now set up, you can start enjoying the experience of automatic call tracking 🙂