CRM

Integrate Salesforce with VoiceIQ

Connect Salesforce with your phone system and experience automated workflows, call logging, custom dashboards and much more.

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Direct contact synchronisation between Salesforce and VoiceIQ
Automatically log calls to your Contact, Lead and User records in Salesforce
Call Contacts and Leads by clicking their number in Salesforce
Push Salesforce campaigns straight to VoiceIQ’s dialer
Combine CRM and calling data into custom Salesforce dashboards

Overview

VoiceIQ’s Computer Telephony Integration (CTI) for Salesforce Lightning & Salesforce Classic empowers your entire team to become Salesforce experts, without them even trying!

Benefits

Workflow Automation

Make every user a Salesforce expert with VoiceIQ's workflow integrations.

Create, update and progress Opportunities, Cases, Leads and Contacts automatically after every call. Assign calls to team members and initiate workflows right from your call screen.


Call Logging

Eradicate the pain of Salesforce Fridays - Automatically log calls to your Contact, Lead and User records in Salesforce. View call notes, recordings, transcriptions, bookmarks and conversation analytics immediately after every call.


Click to Dial

Find a contact, click dial...it's that easy - Call Contacts and Leads by clicking their number in Salesforce. Use the call controls inside Salesforce or in the VoiceIQ web application, it's your choice!

Instant Campaign Push

Push Salesforce campaigns straight to VoiceIQ's dialer - Create calling lists from Salesforce campaigns with the click of a button, including campaign details, documents and all members.


Supercharged Salesforce Dashboards

Combine CRM and calling data into custom Salesforce dashboards -

VoiceIQ makes it easy to surface meaningful insights about your company’s calling operations. View fully customisable dashboards and reports optimised for every department in your company.


And much more

  • Production-ready Package - VoiceIQ's Salesforce package is easy to install and set up.
  • Field-mapping - Use custom fields? Talk to us about custom configurations.
  • Login with Salesforce - No need to create new logins for you and your team.
  • Certified App-Exchange Partner


Featured Integrations