Salesforce
Streamline tasks. Save time. Increase productivity.
Streamline tasks. Save time. Increase productivity.
With Telavox for Salesforce, you can improve your employees’ efficiency by integrating Telavox services directly into Salesforce. Allow your agents to focus on the conversation instead of switching back-and-forth between tools. Get the information and functionality you need inside Salesforce while saving valuable time and minimizing distractions.
Telavox for Salesforce displays essential customer information before an interaction even begins, enabling a personalised and well-informed customer interaction.
Telavox for Salesforce removes most of the mundane and error-prone manual data entry required to keep data consistent offering a more efficient workday with less frustration.
With Telavox for Salesforce, agents no longer need to switch between applications during an interaction, saving time but also maintaining their focus on what matters the most: your customer.
Get the whole Telavox web app embedded in your CRM with complete softphone capabilities such as receiving, placing and transferring calls (incl. click-to-dial), muting and putting the caller on hold.
For both incoming and outgoing calls, Telavox looks up the number and fetches all relevant contact information from your CRM in a pop-up. View the contact’s call and case history, listen to recorded calls and voicemails, as well as navigate to the contact card with a single click. You can also place a call directly from the contact card.
Create a new contact, lead or account for a previously unknown caller inside the call modal and log activities during the call, with only one click.
Manage availability and queue membership. View live queue statistics, monitor current queue calls and view queue call history.
Install the integration in the Telavox App Directory, located in the admin portal.
Contact sales, your personal advisor or one of our certified partners to book a demo.
