Phone System integration with Salesforce
Integrate Salesforce with your phone system to get PBX features inside your CRM. Convert more leads and handle calls and queries efficiently.
How PBX integration with Salesforce CRM can help you?
Your customers and prospects can’t wait to get in touch with you. And thanks to our integration with Salesforce CRM, you’ll be able to track every call in one place.
With Phone System CRM integration with Salesforce, customer data will sync automatically and staff will save time by not having to switch between separate systems.
Is customer service important for your business? With our phone system integration, you’ll be able to track every interaction directly in Salesforce, handle the call as best as possible and get the most out of your customer’s data.
No more missed opportunities. With a phone system integrated with Salesforce, agents will always know who is calling and connect with customers faster and more efficiently, which will lead to shorter calls and more satisfied customers.
Plexus Communications can set up your integration with 3CX phone system or other cloud hosted PBX.
Benefit from automatic data synchronisation
Customer data is automatically synchronised between Salesforce and the phone system.
- See who is calling. The caller's name is synced and visible on any device.
- Access contact details without leaving 3CX, including all phone numbers, company, email and fax.
- Quickly open the customer record in Salesforce by clicking the ‘CRM’ link.
- Access advanced calling options like Call Flip and more
- Start a video meeting with one click. A link is automatically sent to the contact’s email address.
Screen pop
When receiving a call from a contact that is stored in Salesforce, the contact information will pop up instantly.
- Reduce average call handle time and provide a personalised experience.
- The screen pop feature opens the contact record automatically on incoming calls.
- The contact record pops up quickly even before picking up the call.
- Alternatively, users can disable auto popup and click on the CRM link to view the contact in Salesforce.
Click to dial
Click on any phone number in Salesforce (or any web page) to quickly start a call.
- Being able to quickly call any contact from the CRM is important to boost productivity.
- Any phone number in the CRM becomes clickable.
- All calls are registered in the call history, reports and logs.
- Works with the most used web browsers.
Call and Chat Journaling
All inbound and outbound calls and chats are logged automatically into Salesforce.
- Logged entries include date & time, call duration, phone number, etc.
- Records show the call type (incoming/outgoing) and call status (answered/unanswered/missed).
- Log titles and descriptions can be customised as required.
Let’s discuss your requirements and find the most suitable Salesforce integration solution for your business
