Available on Business Phone Pro, Ultra, and Contact Center plans.
The VirtualPBX + Salesforce CRM Integration significantly enhances business communication, productivity, and reports. Give your employees an all-in-one solution that allows them to take and make calls right inside of Salesforce. This integration boosts productivity by providing quick access to customer information during conversations, saving time and enabling efficient interactions. This integration also enhances your existing reports inside of Salesforce by capturing call data, enabling businesses to generate insightful reports and make data-driven decisions.
Salesforce CRM Integration Features
There is a lot under the hood of the Salesforce CRM Integration. Our developers focused this native integration around how Salesforce has been organized with Contacts, Companies, Tasks, and Reports. Your team will be immediately productive in their new integration because it leans on its existing core aspects.
- Automatic screen pops on incoming calls with helpful caller information
- Answer calls without leaving Salesforce
- Automatic task generation on incoming calls linked to contact
- Add call detail summaries on incoming call tasks
- Click to call for outbound calls from contact records
- Dial pad with call history and missed calls
- Listen to call recordings from your call history menu
- Review all recorded call activities
VirtualPBX team members are ready to show you what’s possible. Schedule some time to walk us through your needs. We’re ready to listen and share ideas to bring your tools together. All of our plans include unrivaled, in-house support and even more features to help make your business better.
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