CRM

Salesforce CTI Integration

Effortlessly Connect and Streamline Your Communications with Salesforce Integration

Sync Your Communications

When a contact calls you, their information will instantly be displayed within the HubSpot interface.

 

Personalize Customer Experiences

Deliver personalized and exceptional customer experiences with the power of Salesforce Integration. By integrating call data with Salesforce, your agents have a holistic view of each customer’s history, preferences, and previous interactions. This valuable information enables your team to tailor conversations, provide relevant solutions, and build stronger relationships that drive customer satisfaction and loyalty.

 

Call in 1 click from Salesforce

Your team will no longer have to manually dial numbers as they can make calls in a single click directly from Salesforce.

 

Take advantage of our native integration with High Velocity Sales

Coupling HVS with your phone system will let you easily create cadences to structure the sales journey, kick-started by your Ringover calls.

 

Your questions answered

Frequently Asked Questions

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 Integration offers a range of features and functionalities to enhance your sales and customer service efforts. Some key features include click-to-dial functionality, call logging, call recording, call disposition tracking, and intelligent call routing. These features help streamline sales processes, improve agent productivity, and provide a comprehensive view of customer interactions.

 

Yes, Salesforce Integration offers real-time analytics and reporting capabilities. You can track important call metrics such as call duration, call volume, response times, and more. These insights provide valuable data to measure team performance, identify trends, and make data-driven decisions to optimize your sales and customer service operations.

 

Yes, Salesforce Integration can be customized to align with your specific business requirements. You can define routing rules, customize call disposition options, and tailor integration settings to suit your unique processes and workflows. This flexibility ensures that the integration meets your business needs and enhances your overall Salesforce experience.

 

Contact us today to learn more about Salesforce Integration and how it can transform your sales and customer service processes.