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Salesforce Integration

Increase Sales Effectiveness and Support Productivity

Fonality integrates with Salesforce to support your businessFonality CRM Link was created to provide enhancements to your Salesforce experience by linking your Fonality Solutions to your Salesforce® CRM system. Fonality CRM Link integrates business communications into the Salesforce environment to improve agent productivity, increase call efficiency and redefine the customer experience. Users enjoy a number of benefits, including:

  • Click-to-dial functionality
  • Incoming call screen pops
  • Integrateddial pad
  • Automated call logging with notes
  • A simple setup and configuration process
  • A browser-based application with no extra software to download
  • Support for Windows and Mac operating systems

Integrating your Fonality phone system with Salesforce CRM makes both applications more powerful by bringing together the activities and data that drive your business.

Fonality's advanced phone system, built-in collaboration capabilities, unique contact centre features and Salesforce integration work together to help increase the velocity of your business.

Learn how it can help you.

Speak to one of our experts to learn more about how this integration supports your business.

How do users benefit from CRM Link for Salesforce?

Improved sales efficiency: With click-to-dial, employees are able to save 15-30 seconds per dial and eliminate the chance of inputting the wrong number. That means more calls per day and more opportunities to sell.

Personal service: Inbound screen pops let agents know who's calling before they pick up the phone, making it easy to provide immediate, personal service.

Accurate record keeping: When CRM Link is used to take or make a call, entering call notes into Salesforce is automatic. Your team can focus on customer interaction, yet records will always be complete and up to date.

Salesforce adoption: Integration increases Salesforce adoption because it becomes part of the process of making the call, not something that needs to be updated later.