A tight CRM and call center integration is the hallmark of successful sales and support teams. Seamlessly bring these systems together to drive agent productivity, improve team efficiency and personalize every interaction, turning happy customers into loyal advocates.
Deploy Talkdesk for Salesforce, add Talkdesk licenses and assign user permissions — all without ever leaving Salesforce and in complete sync with Talkdesk.
Our streamlined configuration gives you complete control over your call center settings, so you can decide how calls are routed and logged according to your specific needs.
Automate manual, redundant tasks to free up agent time and boost productivity.
Pre-built and custom automations, such as automatically creating a case in Salesforce when a VIP customer leaves a voicemail in Talkdesk, enable your agents to spend more time providing great experiences.
Talkdesk for Salesforce integrates with Salesforce Lightning Flow, so you can trigger automations in Salesforce based on events in your call center. The possibilities are endless.
Keep track of what’s happening at each moment in your contact center. Real-time dashboards and detailed breakdowns of call center metrics give you information at-a-glance, directly embedded in Salesforce.
Gain a deeper understanding of your team’s performance and trends using Talkdesk’s 20+ pre-built historical reports, or customize and create your own unique views.
Automate manual, repetitive tasks between Talkdesk and Salesforce to improve agent efficiency and productivity
Trigger any Lightning Flow in Salesforce from any action in Talkdesk, such as updating a custom object in Salesforce when a VIP customer calls into Talkdesk
Route calls to Case, Account, Contact and Lead owners to get customers in touch with the right agent to address their needs
Use customizable historical reports and live dashboards to identify trends and optimize the customer experience
Ensure data between Salesforce and Talkdesk is always consistent with continuous two-way data sync
Scale your outbound communications by sending a mass SMS to customers from any list in Salesforce
Present agents all the relevant customer information from Salesforce directly in the agent interface as soon as the call comes in
Talkdesk has made life so much easier! With our recent integration to salesforce, we can now cut down on the amount of documenting we have to do for each account. After a call is placed or received, you can track everything right there and it writes it back to salesforce. There can be a lag on some calls but the pros outweigh the cons!!
Talkdesk has been a great solution for our technical support division! Previously, we were using RingCentral, which just rang all phones at once. The integration with ZenDesk has been super helpful in regards to automatically creating tickets from calls, creating tickets from voicemails, and providing customer information in the tickets once they were added as contacts. The UI of the Callbar is intuitive and very easy to use as well.
After using Talkdesk for over a year as an employee at G4S; I can honestly say that this is the best app I have used to date. I love the features included; which makes everything much better than the average Joe most call centers use. For some or more examples; the Note feature that's included within Talkdesk is very useful; which you don't need to use Word or the Notepad app in order to reserve space. No more saving docs for everyday use within the call center, and definitely reduces clutter between users in the work area. Another feature that I find useful is the Caller ID feature; which users can update during every call. This is very beneficial to G4S when dealing with multiple clients on a daily bases. Two more features that admire are the transfer and conference call feature; which are easy to use when they work, but there are cons between the two. For the conference feature; you're only allowed up to 3 lines per conference which should have more for corporate office and home use. As for the issue with the transfer feature; the calls can get lost in limbo during a blind or warm transfer; which I feel needs a proper patch. Other than those minor cons; Talkdesk is perfect!
I work in Customer Service, where I receive inbound and make outbound phone calls. Before TalkDesk, we were using another calling system that made everything extremely difficult.There were several times where calls were dropped, the sound quality was awful, or the platform did not work! We then switched to TalkDesk, the transition was so smooth and the platform was perfect! When you use TalkDesk, the sound quality is amazing, calls are almost never dropped, and it makes our job 1 million times easier. When using TalkDesk, I highly recommend using the TalkDesk Callbar, a desktop extension that is an amazing tool with TalkDesk. The TalkDesk callbar is highly optimized to make the call every call, so simple and quick. The callbar makes transferring calls, placing customers on hold, and documenting calls so easy! The TalkDesk platform is so simple and easy to use. The setup process everyday for TalkDesk at most will take 30 seconds. All you do is plug in your headset, log in and begin making/taking phone calls. With the TalkDesk platform being so simple, easy to use, and inexpensive, I recommend for any business to use TalkDesk to make all of your calls really efficient and to have to ultimate customer service experience! -Jeffrey K
Talkdesk has provided us a great level support when it comes to migration + setup from our previous vendor. Overall the level of customization + clean UI is the best I've seen. Not to mention they have Talkdesk academy which also helps you learn the platform before switching over
Request a free demo and we will help you create your contact center today, complete with CRM integrations and settings configuration.