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Salesforce Telephony Integration

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Salesforce Telephony Integration2024-04-23T09:58:33-04:00

Streamline Your Business with DecisivEdge’s Telephony & Salesforce Integration Services

Are your telephony and Salesforce platforms not working well together? Are you forced to manually update information across various platforms? Do you encounter challenges accessing segmented data and struggle to connect the dots? You’re not alone.

Your telephony solution and Salesforce CRM lack of integration can make it difficult to optimize operations, negatively impacting agent and customer experiences.

Here’s how we can help:

  • Identify and resolve configuration issues between telephony and Salesforce platforms and/or workforce management solutions
  • Capture marketing attribution data to help optimize your marketing spend
  • Streamline and automate processes to simplify agent experiences
  • Map data across systems to eliminate duplicate data entry and improve data accuracy

Salesforce Telephony Consultants

DecisivEdge in Action: Real-World Success Stories with Salesforce Telephony Integration

We have a proven track record of success in helping companies integrate Salesforce with telephony systems.

DecisivEdge partnered with a behavioral health organization, integrating patient appointment data from their EMR, to Salesforce and then to Five9 in near real-time, delivering an outbound Interactive Voice Assistant (IVA) solution. Read about it here

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DecisivEdge Deploys Five9 Outbound IVA contact center for Behavioral Health Company

DecisivEdge Telephony System Expertise

Our Unique Salesforce Telephony Integration Approach

  • Match and pull the right data and deliver it to the agent in real-time.

  • Leverage a Virtual Agent to deflect calls and provide self-service options in the IVR.

  • Root out and fix configuration and mapping points to prevent duplicate outbound calls to the same customer.

  • Capture the key telephony metrics in Salesforce to better improve real-time analytics and reporting.

  • Troubleshoot your Whendu or other WFO solution to identify opportunities to improve the configurations.

DecisivEdge provides Five9 Services and Five9 Consulting

Tailored Solutions to Your Problems

DecisivEdge offers comprehensive solutions to address multiple challenges you and your staff may be facing with Salesforce telephony integration. Our team of experts specializes in telephony, Salesforce, and data analytics, allowing us to provide tailored solutions that meet your specific needs.

SEAMLESS AUTOMATION

Our solutions ensure a seamless and automated integration between your Telephony platform and Salesforce, reducing manual effort and errors.

Seamless Automation

Our solutions ensure a seamless and automated integration between your Telephony platform and Salesforce, reducing manual effort and errors.

DATA INTEGRITY

We eliminate data duplication and ensure that all necessary data is accurately transferred between systems, providing you with a single source of truth.

Data Integrity

We eliminate data duplication and ensure that all necessary data is accurately transferred between systems, providing you with a single source of truth.

OPTIMIZED WORKFLOWS

Align workflows between Salesforce and your contact center software, streamlining processes and improving efficiency.

Optimized Workflows

Align workflows between Salesforce and your contact center software, streamlining processes and improving efficiency.

IMPROVED CALL CONTROL

Address call control challenges, ensuring that agents can effectively manage and facilitate calls within Salesforce, enhancing productivity and customer interactions.

Improved Call Control

Address call control challenges, ensuring that agents can effectively manage and facilitate calls within Salesforce, enhancing productivity and customer interactions.

Frequently Asked Question | Salesforce Telephony Integration

What is Salesforce Telephony Integration?2024-04-22T11:04:04-04:00

Salesforce telephony integration is the process of connecting Salesforce with telephony systems, such as call centers or phone systems. 

This integration allows businesses to streamline their communication processes by enabling features such as click-to-dial, screen pop-ups with customer information, call logging, and call routing based on customer data in Salesforce. 

By integrating Salesforce with telephony systems, businesses can improve their customer service and sales operations. Additionally, call data can be automatically logged into Salesforce, providing a comprehensive view of customer interactions, and improving data accuracy. 

How does Salesforce telephony integration benefit my business?2024-04-22T11:06:43-04:00

Salesforce telephony integration benefits businesses by streamlining communication processes, improving customer service and sales operations, and providing a comprehensive view of customer interactions.

Can Salesforce telephony integration improve my customer service?2024-04-22T11:08:37-04:00

Yes, Salesforce telephony integration can improve customer service by providing agents with quick access to customer information, leading to more personalized interactions and faster issue resolution.

How will a Salesforce telephony integration improve my sales operations?2024-04-22T11:09:39-04:00

Salesforce telephony integration improves sales operations by enabling sales teams to track and manage customer interactions more effectively, leading to increased sales efficiency and productivity.

What are the common challenges faced during Salesforce telephony integration?2024-04-22T11:11:54-04:00

Common challenges include data synchronization errors, lack of automation, workflow misalignment, and manual effort required for testing and troubleshooting.

How customized can my Salesforce telephony integration be? The needs of my business are complex.2024-04-22T11:13:42-04:00

Yes, Salesforce telephony integration can be customized to suit specific business needs, ensuring that the integration aligns with existing workflows and processes.

How does Salesforce telephony integration enhance data accuracy?2024-04-22T11:14:51-04:00

Salesforce telephony integration enhances data accuracy by eliminating data duplication and ensuring that all necessary data is accurately transferred between systems.

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