CRM Integration

Connect Salesforce to Your Phone System Now

Integrating your VoIP solution and customer relationship management (CRM) software is the most effective way to boost agent efficiency and improve customer service. There are many CRM platforms available, but Salesforce remains the top choice for businesses. When talking about phone systems that integrate with Salesforce, ULTATEL is the best provider. Learn how Salesforce phone integration can upgrade your business and why you should connect it to your ULTATEL VoIP system today.

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

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Empower Agents with Full Contact Center Functionality Inside Salesforce

Pairing Salesforce CRM with ULTATEL’s seamless phone service will improve your team’s workflow and productivity. With the integration, you can place calls by simply clicking on contacts or account records. You can also receive notifications about incoming calls reflecting the caller’s information on your screen. Salesforce allows customer service agents to schedule meetings, log calls offline, and view calling performance - supporting your business with full functionality.

Powerful Omni-Channel Solution

Salesforce delivers an integrated customer experience that’s aligned with ULTATEL’s mobility feature. With Salesforce activated on your VoIP phone, you can perform audio calls, video meetings, and other business activities on your mobile, desktop, or softphone. You can also multitask such as take notes and finalize details while your clients are on the line - without switching devices or apps. This way, you can move deals faster at your own disposition.

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. Salesforce is not only a call center app, but you can also perform other business activities on this platform, including marketing automation and sales analytics.

AI Local Presence

Calls mean nothing without a connection. 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. The ULTATEL support team can help you enable the Local Presence function, or you can follow the guide on Salesforce’s official website.

Key Features and Benefits

  Native Calling

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.

  Comprehensive Real-Time and Historical Reporting

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.

High-Velocity Sales

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.

Real-time call logs

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.

Easy click-to-dial

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?

Complete cloud-based applications

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.

How it 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!

UltaTel for Salesforce has intelligent call and record matching.
When a call comes in, UltaTel automatically brings up the matching Salesforce contact.
If the record is not available, a notification panel
gives you the option of adding a new record.

UltaTel for Salesforce allows you to log notes after the call.
You can also view call reports and track accurate call duration.

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