VirtualPBX Desktop Softphone + Salesforce CRM Integration Whitepaper

The modern office is in a dynamic period of rapid and disruptive change. These changes affect everything from where people work, to the basic tools they use, how they interact with their customers, and everything between. Identifying and interpreting these trends early and effectively will be the difference maker for many businesses in the coming years. For anyone looking for insight into deciphering the signs leading into these changes, VirtualPBX has the research and whitepaper resources to help navigate the waters ahead.

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Working Remotely

One of the most disruptive of all of the recent developments in business has been the shift toward a heightened reliance on cloud-based telecommunications. The cost-savings of hosted technologies like VoIP have been a driving force behind the biggest change in the complexion of the modern office ever; businesses rely on substantially less physical space than ever before thanks to the ability to connect to the office from an alternate location. Consumer-friendly communications technologies that can be deployed from anywhere there’s an internet connection using softphones with the right apps have made it possible to take an entire office’s worth of tools anywhere. The VirtualPBX Desktop Softphone allows you to make and receive calls on your extension, as a member in a department ring group, or from any toll-free, local, or international number – all from your Mac or Windows computer.


Salesforce CRM Software

It seems that no industry has been untouched by the onslaught of digital content and lead generation strategies that are driving digital marketing trends. By virtue of the massive scalability of modern customer relationship management like Salesforce CRM, businesses are now able to touch and track more leads than ever before. Integrating massive programs like Salesforce into digestible data visualizations and simple communications tools has been either technically impossible, cumbersome or prohibitively expensive to deploy. Due to the infinite flexibility and customizations available through VoIP cloud technologies, though, that’s no longer the case.


VirtualPBX Desktop Softphone + Salesforce CRM Integration

What was most important to achieve, beyond simply linking the VirtualPBX Desktop Softphone and Salesforce CRM, was a preservation of the individual benefits of each platform while presenting them in an logical, combined package. The end result is a series of intuitive, one-click or automated processes that are vital to the daily operations of a sales team. One-click calling right out of a contact’s information in Salesforce and automatically capturing call traffic to a contact or lead from the VirtualPBX Desktop Softphone is all just part of the total sales ecosystem available with this integration. Plus, leveraging Salesforce via the VirtualPBX Dash platform means that users benefit from the entire array of enterprise-grade features and crystal clear voice audio that have made it a leader in cloud communications.

Softphone CRM Integration


VirtualPBX Desktop Softphone +
Salesforce CRM Integration Whitepaper

The VirtualPBX Desktop Softphone + Salesforce CRM Integration Whitepaper is the definitive resource for understanding the trends in the modern workplace that are driving changes today and that will yield positive results tomorrow. In the whitepaper, we also review all of the feature and functionality available with the integration. For the most comprehensive understanding of the modern mobile workplace, the advanced tools that are driving business communications, and how to combine them with the most popular CRM platforms in the world, download the VirtualPBX Desktop Softphone & Salesforce CRM Integration Whitepaper below.


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. To download the VirtualPBX Desktop Softphone and Salesforce CRM Integration Whitepaper, simply complete this form.

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