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
I think that Talkdesk is brilliant for a lot of reasons. I love how easy it is to access information and listen to phone calls as that helps with our Quality Assurance. I have found, however, that the sound quality can be a bit sketchy but if I turn my phone to airplane mode it can really help!
Talkdesk is perfect for your customer services team. Great management tools and functionality does ensure workflow is evenly distributed across your team. The dashboard shows great performance metrics great for analysis and performance management. Very easy to use. Highly recommend
Request a free demo and we will help you create your contact center today, complete with CRM integrations and settings configuration.