You’ve invested in SalesForce to organize your data, and sell, market, and support your customers better. Without Computer Telephony Integration (CTI), a big portion of your data could be missing. Make the most of your SalesForce CRM solution by integrating with your VoIP phone system. Store call logs and client phone call recordings in SalesForce, see client records pop up as calls come in, and quickly click-to-call any contact’s phone number. Then, use the phone call data in SalesForce to measure ROI and KPIs and improve your team’s overall operations.
No need to punch in numbers! Our integration makes your SalesForce phone numbers clickable. Simply select the you wish to dial, click, and automatically call using your TeleVoIPs desk phone or softphone. Then, reference the client record at any time to confirm the call details.
Have a client’s file ready even before you answer the phone. Our virtual switchboard integration allows for a preview of your client records as they call in. Any number stored in SalesForce that calls in will initiate a new window/tab with that caller’s SalesForce record—no searching for the file after you’ve got them on the phone.
View client’s call histories and even create phone call tasks in SalesForce. Time stamps, initiator, status and even custom comments can be stored as part of calls made through the TeleVoIPs-SalesForce integration.
TeleVoIPs call recordings can be automatically stored in SalesForce so the .wav audio files can be referenced in the customer file at any time, giving you and your team peace of mind. Want to take your data a step further? TeleVoIPs’ Advanced Call Statistics can provide a deep dive into your employee performance, call queue data, and phone call ROI.
Interested in leveraging the TeleVoIPs for SalesForce integration to improve your communications suite? Connect with us below to see how it works in action.