Salesforce CRM Integration for the VirtualPBX Desktop Softphone

Salesforce CRM IntegrationWhat’s the benefit of having a good inflow of leads if you have no way to track them? Thankfully, Salesforce is the Customer Relationship Management (CRM) solution that makes it easy for literally millions of organizations to track and nurture those leads effectively. We recognize that one of the biggest benefits of Salesforce is that it can be integrated into many existing business systems to track contacts, and now you can include VirtualPBX into that class as well. Now, with Salesforce CRM Integration, businesses that use Dash can trust that the calls they make will be both crystal clear and cost effective, as well as catalogued and tracked in their CRM software of choice.

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Get More From Your Phone Calls

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.

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

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

Only Pay for What You Need

Just like you service your customers in ways that are appropriate for them, the Salesforce CRM Integration with VirtualPBX does the same. Do all of your employees use Salesforce on a regular basis to track customer and prospect interactions? Or perhaps, only your Sales or Support Departments? No matter your situation, we’ve got you covered. The VirtualPBX Desktop Softphone + Salesforce CRM Integration is delivered on a per-user basis, so you only pay for what you need.

The VirtualPBX Desktop Softphone + Salesforce CRM Integration is available for all Dash Pro, Dash Unlimited, Dash Unlimited + Toll-Free, and Dash Unlimited + CRM Customers. You can bundle the VirtualPBX Desktop Softphone and the Salesforce CRM Integration or pay for each separately. Here is the price breakdown when you bundle the VirtualPBX Desktop Softphone and Salesforce CRM Integration:

Monthly Annual Monthly with Annual Agreement
One Time CRM Setup Fee $199 waived waived
Softphone + CRM Integration Bundle $29.99/month $29.99/month $29.99/month
One Time Softphone Setup Fee waived waived waived

Existing users of the VirtualPBX Desktop Softphone should elect to pay separately, as they will have already paid for the VirtualPBX Desktop Softphone App. Here is the price breakdown when you pay separately for the VirtualPBX Desktop Softphone and Salesforce CRM Integration:

Monthly Annual Monthly with Annual Agreement
One Time CRM Setup Fee $199 waived waived
CRM Integration $24.99/month $24.99/month $24.99/month
One Time Softphone Setup Fee $39.99 $39.99 $39.99


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

Still have questions about the 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.

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