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Sales Force Integration With VoIP Business

Integrate Salesforce with VoIP Business to seamlessly manage your customer communication and data. By combining the power of Salesforce’s CRM tools with VoIp Business telephony features, you can streamline workflows, enhance productivity, and deliver better customer experiences.

Prerequisites

Before you start integrating Sales Force With VoIP Business make sure that: 

  • You must have a VoIP Business account and subscribe to its complete plan to benefit from integration.
  • The integration must be done by an administrative account in VoIP Business.

How to Set Up Sales Force Interaction With VoIP Business?

  • Log in to your VoIP Business account.
  • Go to settings in the left side bar and then click on My settings.
  • Scroll down to the My Integrations sections.
  • Here click on Discover Interactions button to view all the available integrations.
  • Go to Sales Force Integration and click on + button to enable integration.
  • Log in to your Sales Force CRM account when prompted.
  • With successful authentication, your accounts will be connected.
  • Set appropriate permissions for users who need access to the integration.
  • Make a test call to verify the data sync and call logging functionality.

Benefits Of Integrating VoIP Business With Sales Force

Integrating Sales Force with our communication dashboard will offer numerous benefits including: 

Streamlined Communication: Make and receive calls directly within Salesforce.

Automatic Call Logging: Automatically log calls and activities to Salesforce records.

Enhanced Context: Access customer information during calls with real-time data syncing.

Productivity Boost: Use click-to-call features and reduce manual data entry. However, remember that this click to call feature is only available with our chrome extension. 

Reporting and Analytics: Generate detailed reports on communication metrics.

Contact our support team if you need more information about this integration