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 is an excellent platform on which to connect with customers across a variety of communication methods such as phone, chat and email. It provides well developed tools to monitor performance and deep integration across the various apps. The cloud based approach allows colleagues to work remotely and connect across all of our sites easily and has helped during the current COVID-19 pandemic.
Hernan G. Talkdesk is such a great software to provide the best customer service experience by getting different communication channels so the custmers can choose the easiest option for them, voice or text. Besides you can categorize every request in order to build the best reports to better understands customer needs and after that you will have the option to automate some of your processes. Definitely a great tool.
Manual calls are now the thing of the past for my team now. We can simply hit a link for the customer and talkdesk does the rest. It provides a new age alternative to the contact center world! I love the fact Talkdesk provided a free trial period that allowed my team and myself to see how useful it could be to our organization. The bar was set so high with Talkdesk that we felt it was in our best interest to keep using it long term. You cant beat the ability to easily connect with my customers via phone with a simple click of the button. I also love that it is compatible with Salesforce. I also love the reporting features. This allows me to listen to the calls of my representatives and it provides me with a report on our KPI's. This is a great product! - Kenley B.
Talkdesk is very easy to use. It is user friendly and I get to do more QA task because the interface is not complicated. Recordings are clear and all interactions are indeed recorded. I hope all companies use Talkdesk especially those who have QA monitoring in their KPIs.
Request a free demo and we will help you create your contact center today, complete with CRM integrations and settings configuration.