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Salesforce Integration

Enhance agent productivity, improve customer experiences, and gain valuable insights by integrating your call center directly with Salesforce.

Why Integrate Your Call Center with Salesforce?

Transform how your agents work and deliver exceptional customer experiences

360° Customer View

360° Customer View

Give your agents instant access to complete customer information from Salesforce when a call comes in, eliminating the need to switch between systems.

Click-to-Dial

Click-to-Dial

Enable agents to make calls directly from Salesforce with a single click, increasing productivity and reducing misdials.

Automatic Call Logging

Automatic Call Logging

Automatically log call details, duration, and outcomes in Salesforce, ensuring comprehensive customer interaction history without manual entry.

Bi-Directional Sync

Bi-Directional Sync

Keep customer data consistent across systems with real-time synchronization between your call center platform and Salesforce.

Unified Agent Desktop

Unified Agent Desktop

Provide agents with a single workspace that combines call controls and Salesforce data, eliminating the need to switch between applications.

Advanced Reporting

Advanced Reporting

Generate comprehensive reports that combine call center metrics with Salesforce data for deeper insights into customer interactions.

Seamless Implementation & Ongoing Support

Our team of Salesforce-certified integration experts ensures a smooth transition and continued success.

  • Salesforce-certified implementation specialists
  • Comprehensive integration documentation
  • Agent and administrator training
  • Regular updates and enhancements
  • 24/7 technical support
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Salesforce Integration

Measurable Results

Our customers see significant improvements after implementing our Salesforce integration

38%

Reduced Handle Time

Faster resolution with all customer information in one place.

45%

Improved First Call Resolution

Better equipped agents resolve issues without callbacks.

30%

Increased CSAT

Higher customer satisfaction through personalized service.

25%

Higher Conversion Rate

More successful upsells with complete customer context.

Powerful Salesforce Integration Features

Everything you need to connect your call center with Salesforce

Intelligent Screen Pop

Automatically display relevant Salesforce records when a call comes in, including contacts, accounts, cases, and opportunities.

  • Caller identification and record matching
  • Customizable screen pop layout
  • Support for custom objects and fields

Automatic Call Logging

Capture complete call details in Salesforce without manual entry, ensuring accurate customer interaction history.

  • Call duration, direction, and outcome tracking
  • Automatic task creation and assignment
  • Call recording links for quality assurance

Omnichannel Integration

Connect all communication channels with Salesforce for a unified customer experience across voice, chat, email, and SMS.

  • Integration with Salesforce Service Cloud
  • Unified conversation history across channels
  • Channel-specific routing and workflows

Advanced Analytics & Reporting

Gain deeper insights by combining call center metrics with Salesforce data for comprehensive reporting.

  • Custom Salesforce dashboards and reports
  • Call metrics tied to business outcomes
  • Performance analytics by agent, team, or campaign

Ready to Connect Your Call Center with Salesforce?

Transform how your agents work and deliver exceptional customer experiences.

Request a Demo