Salesforce (beta)
Boost your workflow with the Telavox and Salesforce integration
Boost your workflow with the Telavox and Salesforce integration
It’s never been easier to combine your calls with your favourite CRM system. Thanks to the Telavox and Salesforce integration, the two can now communicate in a unified platform. Create new leads, easily edit contact info and call through Telavox – all and much more, now in Salesforce.
With Telavox in Salesforce, you’ll streamline your work environment, since you don’t need to leave Salesforce to make a call. You’ll also improve your workflow because of the easy access to all important info; it’s literally a click away.
Telavox for Salesforce auto-opens on your page when you have an incoming call. The Telavox app is easily accessible at the bottom of each page.
Create a new lead upon receiving a new incoming call with a few clicks. Accelerate sales and make your item management more efficient.
View your most recent calls directly in Salesforce. Click on a name in the list to go straight to their contact card. There, you can add all the necessary info.
What was said in your latest phone call? If you have access to call recording, you can listen to your latest conversations.
During an incoming or outgoing call, Telavox for Salesforce gives you an overview of a contact’s connected items.
Contact sales, your personal advisor or one of our certified partners to book a demo.
