We Make Your
Business Better

Virtual PBX for Cell Phones
Explore Solutions for Your Business

Get a Personal Demo

Salesforce CRM Integration for the VirtualPBX Desktop Softphone

What’s the benefit of having a good inflow of leads if you can’t track them? Thankfully, the Salesforce Integration & CRM (Customer Relationship Management) makes it easy for organizations to track and nurture those leads effectively.

Notes and manual records are important to keep talking points clear and on topic. They also provide insight into past conversations, allowing for superior customer service in the future. The benefit of integrating your business telephone system with Salesforce CRM is that those annotations can be taken to the next levels for ease and meaningfulness. Out of the box, the Salesforce CRM Integration also records your call history automatically, saving your team valuable time. Taking advantage of VirtualPBX Integrations, along with Call Recording offers regulatory and compliance monitoring that can be woven seamlessly into your CRM to offer a more data forward solution.


Get More From Your Phone Calls with
The Salesforce Integation

With the VirtualPBX Desktop Softphone + Salesforce CRM Integration, you will be able to do the following and more, directly from your Salesforce account:

  • Click to Call Leads and Contacts
  • Input Call Outcomes
  • Schedule Follow-Ups
  • Create Leads from New Incoming Callers
  • Contact Detail Display on Incoming Calls

Track the Efforts of Your Teams and Campaigns Within the Salesforce Integration

Sales organizations are understandably more data-driven than even most traditionally analytical teams. Integrating Salesforce and VirtualPBX Softphones as a unified tool for sales teams delivers more measurable metrics to sales leaders, trackable progress to sales team members, and an overall increase in conversions across the board.

With the VirtualPBX Desktop Softphone + Salesforce CRM Integration, you’ll be able to add visibility into the effectiveness of campaigns, teams, and individuals with customizable reports and dashboards such as:

  • Average Time to Respond to Leads
  • Weekly Lead Call Activity
  • Lead Response and Conversion
  • Time of Day for Calls
  • Time to Respond by Source
  • Call Duration by Representative

Start Tracking Your Team’s Progress Today!

Regardless of the industry you work in, timeliness is crucial for the success of your sales team. All too frequently, deals can be won or lost based solely on the execution of timely information. The precision of Salesforce CRM and the agility of the VirtualPBX Softphone are exactly what you need to never miss another opportunity again, so get your integration today!

Download the Whitepaper

VirtualPBX Desktop Softphone + Salesforce Integration Whitepaper

Still have questions about the VirtualPBX Desktop Softphone + Salesforce CRM Integration?

Learn the benefits of integrating your phone service with customer relationship management tools, explore the integration’s features, and more.

After you submit this form, you will be redirected to the Salesforce CRM Integration Whitepaper.

This feature is included in our Premier Plans. Review our complete pricing and add-on feature list on the Plan Comparison page.