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Salesforce
Software integration

Salesforce

Connect your Salesforce CRM to Cloud Group's Cloud telephony and give your sales and service teams context on every call.

What is Salesforce?

Salesforce is the world's most widely used cloud-based CRM platform. Organisations of every size manage their leads, accounts, opportunities and service cases in it, aligning sales, marketing and customer service within a single environment.

By connecting Salesforce to Cloud Group's Cloud telephony you bring your communication and your customer data together. Your staff see who is calling before they pick up, can dial out directly from Salesforce and no longer need to log calls by hand. This saves time on every customer contact and gives every caller a personal, professional experience.

What does this integration deliver?

Full customer view on every call

Incoming numbers are matched to your Salesforce records, so you instantly see the right account, contact and open opportunities.

Click-to-call

Start calls straight from a lead, contact or opportunity. No more retyping numbers and faster switching between conversations.

Automatic call logging

Every call is written as an activity on the right record, so your team always keeps a complete and up-to-date customer picture.

Request this integration

Contact your account manager to activate Salesforce for your organization.

Schedule a call