Salesforce VoIP Integration

If you are searching for a VoIP solution that integrates directly with your Salesforce CRM, Intulse’s Salesforce phone integration solutions may be the perfect fit for you. Increase sales. Save time and ensure data accuracy and transparency. Beyond improved employee satisfaction and better customer outcomes, our tools also enable your team to be more productive and work smarter.

Why Integrate Salesforce with VoIP?

Salesforce integration with the Intulse App

Imagine a world where your phone system communicated seamlessly with you CRM, allowing for 2-way real-time sync, calling directly from Salesforce, and call logging and reporting that you didnt have to lift a finger to maintain.

With Intulse Salesforce Phone Integration, the solutions and support are yours for the taking. Does your outdated or siloed phone system keep you from being productive or connected? We’ve seen it before. If you’re stressed, frustrated, or anxious about your phone system and its lack of connectivity, Intulse integrations are designed with you in mind.

Intulse Salesforce VoIP Integration includes:

  • Click-to-Call Features: Place phone calls from within Insightly using click-to-call buttons on any phone number, saving time and improving call efficiency
  • Pop-up Alerts: Incoming and outgoing calls trigger alerts with caller information. This helps your team deliver informed, quality interactions
  • Call Log Sync: Sync your VoIP call log to Insightly automatically or manually with ease so that agents can efficiently log call details and notes
  • Automatic Contacts Sync: Sync Insightly contacts to your VoIP widget for easy direct dialing, which are also accessible by search within the Intulse App
  • Contacts Activities Access: Quickly add any call notes to a contact’s log. Notes automatically contain all information about the call such as start time, duration, inbound or outbound direction, and a link to the recording if the call was recorded
  • Call Recordings: Links to recorded calls are stored in client entries in the CRM

Having the power of two tools is great, but having one place to access everything is even better. By integrating Salesforce and VoIP you can enjoy one centralized location to access all of the information you need.

Equipping your team with customer information helps better manage relationships and provide exceptional customer service to your clients.

WHAT’S THE BENEFIT OF INTEGRATING VOIP SERVICES WITH SALESFORCE?

Intulse is taking the Salesforce CRM solution’s power to the next level with our deep VoIP integration for Salesforce. The convenience of call auto-logging, call recording, ability to add detailed call notes are just a few of the many features that greatly aid your organization in maintaining compliance documentation.

  • Detailed alerts on who is calling with a direct link to that record in Salesforce
  • View call history and log calls with detailed notes, including a full call recording link, with only one click
  • Click the name of a participant on an active call and see an info box that displays their photo, background Info, and other Important Info about the contact
  • Leverage our click-to-call feature for every phone number in the Salesforce database, and have your caller-id show up as your business number
  • Have every phone interaction auto-logged as a note in that contact’s record in Salesforce

WHAT INTEGRATION FEATURES DOES INTULSE PROVIDE?

Intulse provides the following integration features:

  • Alerts provide detail on who is calling and offer a direct link to that record in Salesforce
  • Ability to add detailed call notes
  • Call recording
  • Click the name of a person on an active call and get an infobox displaying photo, background info, and other important info about that contact
  • Have every phone interaction auto-logged as a note in that contact’s record in Salesforce
  • Leverage our click-to-call feature for every phone number in the Salesforce database, and have your caller-id show up as your business number

CAN I USE MY EXISTING PHONE & FAX NUMBERS WITH VOIP?

Yes, almost every active voice/fax number is portable via federal guidelines, meaning you can likely keep your phone number. Intulse can confirm if your numbers are portable as part of the discovery call.

WHAT IF I WANT TO JUST USE MY CELL PHONE FOR VOIP?

That is core functionality of the Intulse App. You can make and receive calls on your Apple/Android device easily, without disclosing your personal cell number.

We don’t just care about phones. We want to help your business thrive.

Make the Better Call & Improve Your Bottom Line

with the power of Intulse’s hosted VoIP phone services.