Increased business sales with Salesforce Phone Integrations
Seamless VoIP Integration for Salesforce
Intulse Salesforce integration functions exactly like all our other Intulse integrations, but due to the complexity of the Salesforce platform, extra steps are required to integrate Salesforce within your business.
Our 100% US-based team is here to support you.
Our experts walk you through the onboarding process step by step and make setup a breeze.
Once completed, Salesforce and your “Connected App” query one another to seamlessly communicate together.
Intulse offers and delivers reliable, personal support and training for your specific needs.
Save time and maximize returns
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 Does your outdated or siloed phone system keep you from being productive or connected?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.
How it can work for you
When you partner with Intulse, you gain more than just an app.
You gain a team of experts here to consult with you on all of your questions and needs. If you’re ready to integrate with salesforce or want a simple solution that works, you’re in the right place. When you choose Intulse Salesforce Integrations for your team, a Salesforce administrator must follow the steps laid out here.
- Once completed, each user can then connect their Intulse account to Salesforce.
- Your Connected App allows our team to query Salesforce for phone numbers and return basic contact information.
- We also provide call log entries on those contacts in Salesforce and can create custom integrations to meet your needs.
Nothing to lose but bad connectivity
Our US-based customer service, commitment to our clients, easy-to-use software, and our 4.6-star rating earned us a feature as 2020’s Best Valued VOIP by Capterra.com
But don’t just take our word for it. We promise to do what we say and earn your trust as a valued partner. And, if that’s not enough, we back it up with a 30-day money-back guarantee.
“We needed to streamline communication between remote team members and track all client contact quickly and easily so that clients and leads did not fall through the cracks. With Intulse integrating with our CRM, our team was able to take on more client call volume regardless of their location, all while cutting down the time needed to find and manage that client's record and notes.”
Experience the power of Intulse Salesforce Telephone Integration
- Handle calls without leaving salesforce
- 2-way real-time sync
- Recordings are in salesforce
- See salesforce details before picking up the call
- Performance reporting
- Call logging
- Schedule meetings
At Intulse, we know that to be a highly-productive leader, you need an easy-to-use, integrated business communication system for financial services. The problem is you have a clunky and outdated phone system, which makes you feel stressed, anxious, and frustrated. It’s 2020! Your phone system should be one of the last things you need to worry about.
We understand that your business needs more than a cookie-cutter VoIP solution. That’s why we take time to know our clients — to deliver and support their connectivity needs. Our managed VoIP services handle everything for you. This commitment to customer service (and our easy-to-use VoIP software) have earned us a 4.6 rating and a feature as a Capterra 2020 Best Value VoIP provider.
Contact us Today for a Free Demo & Custom Quote
Just fill out the form, and we’ll be in touch soon to help you get:
- Easy-to-Use software with dashboard for better compliance and automation
- Custom Pricing for a system that meets your specific needs and budget
- 100% US-Based Support, with dedicated long-term customer service and support
- Flexible Device Options allow you to buy new phones or bring your own devices
Frequently Asked Questions
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.
Zero. Our onboarding professionals will be able to assist you with transitioning in a seamless manner, affording you zero downtime in making this valuable change.
Assuming you already have a broadband (not DSL) connection, you are likely fine. Our Codec uses 100 KBps per phone call, which means you can make/receive 10 simultaneous calls and you are only using 1 MB of bandwidth. Want more detail? Contact us or see our help documentation about network readiness.
No. While the phones on your desk may not be able to ring due to internet/power outage at your location, the hosting site where your phone server resides is still up and functioning. We have several App & call forwarding options to keep you in touch with your customers and prospects.
No, they are not required with Intulse.
Unlike other providers, we’re confident we’ll earn your trust, so we offer month-to-month as our standard contract.
However, with our custom pricing based on your needs and budget, we have the opportunity to offer you additional reduced rates if you want a long-term contract.
It’s important to check with your existing provider to be sure you are not currently under a long-term contract.
That is very possible. With the Intulse Dashboard App, you can make and receive calls on your Apple/Android device easily, without disclosing your personal cell number.
If you use another provider, the answer is Yes! However, Intulse takes care of all the system set-up and ongoing updates/changes/alterations for you… it’s a breeze! We become an extension of your organization, supporting your phone system. And did we mention that all of our support is US-based?