Connect Salesforce to your phone system.

Learn how Salesforce phone integration can upgrade your business and why you should connect it to your ULTATEL VoIP system today.

How Salesforce integration works

Salesforce is an integrated CRM platform that lets you perform customer interaction, marketing, sales, and business reporting all in one software. It gives you a 360-degree perspective of your customers and offers various productivity tools, such as click-to-dial, real-time call logs, and automation functions.
Connecting Salesforce to your ULTATEL VoIP phone system will help you achieve success in all business aspects. Get our subscription plan with Salesforce and other CRM integrations now!

Salesforce integration benefits

Full contact center functionality

Salesforce allows customer service agents to schedule meetings, log calls offline, and view calling performance – supporting your business with full functionality.

Powerful omnichannel solution

With Salesforce activated on your VoIP phone, you can perform audio calls, video meetings, and other business activities on your mobile, desktop, or soft phone.

Industry-leading automation framework

Salesforce VoIP integration enables the automation of service cloud telephony tasks, which improves efficiency. It automatically logs call activities instead of doing it manually and lets you place calls with a single click.

AI local presence

Generate more meaningful connections from your calls through the software’s intelligent AI-powered local presence. Salesforce has a Lightning Dialer feature that shows local numbers when calling customers.

Salesforce integration features

Gone are the days when calls are dependent on similar software and devices. Salesforce’s native dialpad feature allows users to make and receive calls from your VoIP phone to mobile and vice versa, improving customer service and work flexibility.

Salesforce VoIP integration presents Historical Trend Reporting – a custom report type that highlights changes between five business days or weeks. You can view the data in charts or on dashboards. It also shows real-time data to help you keep track of call and sales metrics. Historical analytics helps businesses see where they made poor choices in the past and better understand their market segment.
Excellent customer service and increased sales start from employee satisfaction. Help your team be more productive and focus on important tasks by creating a custom sales guide on Salesforce. The guide may consist of a task list and different types of prospects that will appear on your employee’s VoIP phone screen.
Every call you make or receive on your phone system will be automatically logged into your Salesforce activity record. With this feature, business owners and agents won’t have to worry about data transparency, and you’ll be able to track all calls easily.
As mentioned above, you can simply place calls by tapping on contact numbers and account records. In our everyday lives, we make a phone call by just tapping or clicking our device. So why not apply the same simplicity on CRM integrations?
Being entirely cloud-based, Salesforce makes an ideal integration with ULTATEL’s cloud-based VoIP solution. The CRM software comprises seven different parts: Community Cloud, App Cloud, Sales Cloud, Service Cloud, Marketing Cloud, IOT Cloud, and Analytics Cloud.

Salesforce integration FAQs

ULTATEL’s cloud effortlessly connects all remote locations and existing company offices, local or international. The system adapts to accommodate the continuous growth of the company. Since there aren’t long-term commitments, you don’t have to concern yourself with massive fixed costs.
A cloud contact center is a critical player in any enterprise. All calls, either inbound or outbound, are managed by the cloud contact center. Furthermore, interactions can also be done through social media, voice, and email. All of which are accessible remotely.
Yes, but it’s not that different from onboarding agents face-to-face. ULTATEL creates a collaborative ambiance to promote an enjoyable and fruitful onboarding experience for your new team members. Don’t forget to include face-to-face screen time using ULTATEL’s video conferencing features to establish rapport. Avoid overloading agents at the outset and request feedback to see which avenues you can work on.
It depends on your needs and the pricing plan you choose. ULTATEL’s Contact Center Solutions can cater to 1 to 999 users.
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IT/Project Manager
The Land Conservancy of New Jersey​

#1 Rated in Business Phone System Overall Value and Customer Support

We’re honored to be ranked #1 in Overall Value and Customer Support by the buyer communities on Capterra and GetApp.

ULTATEL is the only provider that achieved a perfect 100 score on Customer Support from the buyer communities on Capterra and GettApp.

Capterra is the world’s leading business software reviews and selection platform; GetApp advise tech-savvy business professionals to help them find the software and apps that best meet their needs.
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#1 Rated in Contact Center Overall Value and Customer Support

We’re honored to be Ranked #1 in Overall Value and Customer Support by the buyer community on Software Advice. ULTATEL is the only provider that achieved a perfect 100 score on Customer Support from the buyer community on Software Advice. Software Advice has helped over 800,000 businesses select software with live, one-on-one tailored support with software and industry experts.
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“We have being using Ultatel for a little over a year now. The phone service and system have allowed us to increase our overall productivity by direct calls to the right person up front. Also voice mail message go directly to our email inbox. It save a lot of time when you on on the road. Also, the after hours messaging is more professional. We we need to make changes to our directory or add more phone extension the Customer Service Team is very responsive. I recommend Ultatel all the time.”

Palumbo Insurance Associates

Tony Palumbo
President, Palumbo Insurance Associates

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“We have being using Ultatel for a little over a year now. The phone service and system have allowed us to increase our overall productivity by direct calls to the right person up front. Also voice mail message go directly to our email inbox. It save a lot of time when you on on the road. Also, the after hours messaging is more professional. We we need to make changes to our directory or add more phone extension the Customer Service Team is very responsive. I recommend Ultatel all the time.”

Palumbo Insurance Associates

Tony Palumbo
President, Palumbo Insurance Associates

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“We have been using Ultatel for a little over a year now. The phone service and system have allowed us to increase our overall productivity by direct calls to the right person up front. Also voice mail message go directly to our email inbox. It saves a lot of time when you on the road. Also, the afterhours messaging is more professional. We need to make changes to our directory or add more phone extension the Customer Service Team is very responsive. I recommend Ultatel all the time.”
Palumbo Insurance Associates

Tony Palumbo
President, Palumbo Insurance Associates

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“Our company, La Finestra LC, just switched to ULTATEL, ​
the entire experience was great, the transition was seamless.
They have a great knowledgeable team. Thank you.”​ ​
La Finestra LC

Gabriela Lecaro
Controller, La Finestra LC