Salesforce Phone Integration: Voice & Phone Support

Salesforce CTI integration offers both integrations for your favorite telephony software and its own telephony product in Salesforce Cloud Voice. Salesforce phone integration saves agents precious time in multiple ways. Data is synced automatically between the two software, so you don’t have to enter contact information or notes on customer interactions twice. Plus, you can make calls and listen to voicemail and voice recordings directly within Salesforce instead of having to toggle between two apps.

Salesforce does integrate with VoIP tools, but the VoIP service must offer that integration as an option. Before committing to a business telephony solution, it’s best to check whether a VoIP offers a Salesforce phone integration–especially if you already have data stored in Salesforce. Taking the time to check how complicated the integration process is also important, as some integrations are easier to set up than others.

Yes, you can make phone calls from Salesforce. Salesforce has its own telephony solution, Sales Dialer or Dialer for Essentials, but many business phone solutions offer Salesforce phone integration. These Salesforce phone integrations often include several other features, like call logging, click to call, and data syncing to increase productivity and efficiency.

Salesforce combined multiple products from its offering to create the Salesforce Customer Success Platform. This customer success tool includes the Sales Cloud, Marketing Cloud, Community Cloud, Analytics Cloud, and App Cloud. Here’s an overview of what each tool does:

• The Sales Cloud manages automation of sales tasks and lead management.
• The Marketing Cloud allows for customer journey mapping, social marketing actions, and automation of processes.
• The Community Cloud is a tool for internal communications between employees which also allows for outreach to partners and contractors.
• The Analytics Cloud provides business intelligence on the data inside Salesforce clouds and/or from third-party applications.

There are many telephony phone systems that integrate with Salesforce.

1. Ringover
   By integrating Salesforce CRM into Ringover, your teams will have the opportunity for greater productivity, efficiency, and will be empowered to deliver a higher quality of customer service. Every incoming call will be contextualized with the contact’s Salesforce record, so the agent will never miss a beat. All your contacts will be integrated into the telephony system, and updates made automatically in real-time. Plus, you’ll have access to sophisticated telephony tools, like Call Whisper, and unlimited calls to 110 destinations.
2. Twilio
   Twilio for Salesforce focuses on messaging, permitting you to use messaging functionalities to your Salesforce dashboard.
3. Talkdesk
   This contact center solution helps to manage the customer experience, including a view on the customer’s history of tickets.
4. Five9
   This tool helps to manage customer experience, notably with client routing to available agents and the possibility to have an in-person training option.
5. Vonage
   Vonage offers multichannel communications. Once it’s integrated with Salesforce, you’ll have access to click to dial and automatic call logging.

Start your free Salesforce phone integration now.

A computer telephony integration (CTI) allows you to make phone calls in real time from your computer or cell phone through the softphone app inside the Salesforce interface.

A salesforce integrated phone system can put all the customer communications in one place, allowing you to take calls without switching screens. On top of that, it allows you to manage your data and eliminates the hassle of manual entry of the call logs.

Yes, Salesforce offers the telephony feature, allowing you to make and receive calls directly within the Salesforce interface, along with logging user interactions and managing workflow.

The price of the salesforce phone system integration may vary but you can book a free trial with Ringover.