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      net2phone + salesforce

      Salesforce Integration

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

      Talk to an Expert
      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. 
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      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. 
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      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.
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      Maximize Every Minute With The Salesforce Integration

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

      Talk to an Expert
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