Introducing: Talkdesk for Salesforce

By Tracy Gao

0 min read

There are a lot of things that make Talkdesk great. If you’re a regular reader of our blog, you’ll know that we’re constantly expanding our offering with innovative new features and enhanced functionality. You might also recall that we offer deep integrations with leading business tools to ensure your call center works in tandem with existing setups. In fact, we currently offer more than 25 integrations, moren than any other cloud-based call center software in the industry.

Having all of these integrations means we get to work with a lot of great companies. Today, we’re happy to announce the next step in our relationship with an industry leader…

Introducing: Talkdesk for Salesforce

Since the beginning, Talkdesk has offered a strong integration with Salesforce, providing a CTI Widget, customizable automations and more. Our relationship with Salesforce was further strengthened in October 2015, when Salesforce Ventures led a $21M Series A round for Talkdesk.

The launch of Talkdesk for Salesforce today represents a significant milestone in both the development of our product and our partnership with Salesforce. This new app provides Salesforce users with an even deeper integration that allows them to better support customers and drive more revenue entirely from within the Salesforce platform.

Why We Created Talkdesk for Salesforce

At Talkdesk, we believe in simplifying communication. Whether it’s with prospects or customers, we know that having personalized, real-time conversations is key to building lasting relationships. One of our primary reasons for building the initial Talkdesk Salesforce Integration was to provide Salesforce users with the ability to seamlessly communicate via voice from within Salesforce. This continues to be a driving force behind today’s Talkdesk for Salesforce.

In today’s integrated world, the value of a unified workspace has become increasingly apparent. No one wants to learn another tool or keep yet another tab open in their web browser. In order for businesses to reach their goals with efficiency, the tools they use must provide a cohesive experience. This is true whether you’re an administrator, supervisor or agent.

What makes Talkdesk for Salesforce unique is that it can be configured, maintained and used all from within the Salesforce environment. While our previous Salesforce integration provided native access to a CTI Widget for agents, Talkdesk for Salesforce aims to bring every party involved into the fold. We’ve expanded and built upon existing foundations to create a truly all-encompassing call center application. This means a more seamless experience for admins, supervisors and agents.

The Talkdesk for Salesforce Experience

The first thing anyone will notice when installing Talkdesk for Salesforce is how simple it is. We provide a quick, three-step setup right inside Salesforce where admins can set up Talkdesk for Salesforce, enable/disable Talkdesk automations and add Talkdesk users. We even provide individual permission sets for the three different Talkdesk roles so users can get started instantly.

When designing the call center supervisor experience, we wanted to ensure that supervisors would have easy access to the tools they need for success. This means providing access to Talkdesk Live real-time call monitoring, 15+ historical call reports and more from within Salesforce. We store all of your call data in Salesforce so it’s easy to correlate your call center’s performance with revenue, cases closed and more.

We haven’t forgotten about the agents! With Talkdesk for Salesforce, call center agents can leverage our sleek, newly redesigned CTI Widget inside Salesforce. The intuitive interface makes it a breeze to dial and receive phone calls. Agents can also save time and increase efficiency with an endless array of Talkdesk’s customizable automations. There’s something for everyone in Talkdesk for Salesforce.

How to Get Talkdesk for Salesforce

Beginning today, prospective Talkdesk customers can install Talkdesk for Salesforce from the Salesforce AppExchange. There, you can find screenshots of the app, the product video, package details and a FAQ. We highly recommend reading this FAQ as it covers topics such as technical requirements, fees and more.

We’re sure current Talkdesk customers using our existing Talkdesk Salesforce Integration have some questions, too, so we’ve prepared an additional FAQ just for you. Head on over there to learn more about migrating to Talkdesk for Salesforce.

The development and launch of Talkdesk for Salesforce has truly been a company-wide effort here at Talkdesk. From Engineering to Customer Success, every team has played a part in getting this app ready for you. We’re confident that you’ll be able to see exactly what makes Talkdesk the world’s leading cloud-based call center software when you install Talkdesk for Salesforce.

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Tracy Gao

Tracy hails from Los Angeles and is a Talkdesk product marketer. She is an avid art lover and champagne enthusiast. When Tracy isn't hard at work, she enjoys traveling and feeding her relentless sweet tooth.