Salesforce Phone System Integration
A seamless call center integration for Salesforce
Convert your Salesforce CRM into a communications tool
Integrate your Salesforce CRM with your phone system and create one centralized powerful system for your call center teams. Enable them to manage calls from their Salesforce CRM interface and enjoy the benefits of automatic call logging, notifications and more.
Automatic Call Logging, Journals & Contacts
Save your call center agents’ time and boost their productivity by enabling automatic call logging and call journaling. Allow them to focus on the customer during a call and not on tedious admin tasks that defocus them from the issue at hand.
Access your Wallboard from within Salesforce
Access your call center wallboard from within the Salesforce dashboard with the click of a button. Keep agents motivated and productive and allow supervisors to make data-driven on-the-spot decisions.
Effortless 3CX Phone System & Salesforce Integration
The integration between 3CX Phone System and Salesforce is straightforward. No additional training is required for your call center teams or your system administrators. They can start benefitting from the integration from the get-go.
- Automatic call logging that reduces manual data entry and increases agent productivity
- Wallboard access to view call center metrics and dashboards directly within Salesforce
- Call pop-ups that automatically display customer information during incoming calls
- Click-to-call to initiate calls directly from Salesforce records
- Call journaling to automatically document call details and outcomes
- Contact creation to seamlessly add new contacts from call interactions
Want Salesforce connected to your PBX?
Every Mr. VoIP integration is built around your existing 3CX setup — tell us what you're running and we'll scope it.
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