net2phone + salesforce Salesforce Integration

    Manage calls with leads, contacts, and customers directly from Salesforce without ever leaving the platform.

    The Built-In Dialer Seamlessly Place Calls Directly From Salesforce

    Manage calls from Salesforce and maximize every minute.

    Click to Dial: Say goodbye to the hassle of manual dialing. With a single click,  initiate calls directly from your Salesforce contact records, saving precious time.

    Inbound Call Integration: When an inbound call comes in, the corresponding contact record instantly appears, giving you access to essential information. 

    Call History: View your entire call history within Salesforce, including recent inbound and outbound calls, to track productivity and ensure follow-up. 


    Comprehensive Call Logs Uncover Insights with In-Depth Call Records

    Integrated call records make it easy to stay up-to-date. 

    Automatic Call Data Capture: Salesforce automatically records call data, including date, time, duration, and more, so you never lose track of important information.

    Reporting: Salesforce reporting on captured call data provides insight into call performance and customer engagement to improve results.

    Update in Real-Time: During a call, add notes, enter details about call topics, outcomes and take actions that sync directly with the contact record you're working on. 


    Call Center Configuration Tailored Settings for Agent Efficiency

    Customize profiles to display role-specific information. 

    Configure Your Call Center: Organize call center directories, directory numbers, and search options to precisely fit users’ unique requirements.

    Customize: Allow users to view role-specific fields on their personal user profiles and softphones to ensure peak performance.


    Maximize Every Minute With The Salesforce Integration

    Ready to unlock a new level of contact engagement and agent productivity?

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