Talkdesk for Salesforce provides relief and recovery with industry solutions

Peri McDonald

By Peri McDonald

0 min read

Talkdesk Salesforce Provides Relief Recovery With Industry Solutions

Talkdesk for Salesforce can help financial institutions and healthcare providers relieve friction in the COVID-19 relief process

Two major—and positive—developments around the pandemic have jammed up customer service channels. Between the COVID-19 vaccination rollout and round two of the Paycheck Protection Program (PPP), call volumes have spiked for healthcare providers and financial institutions. Contact center agents and their supervisors have their hands full supporting increased demand and providing the best possible service.

We see both of these developments as opportunities to support our customers at this pivotal point in our history. Through our collaboration with Salesforce, and our focus on our communities, we are putting more power behind healthcare providers and financial institutions in pursuit of global recovery. More details on these new solution packages are below, and you can always find Talkdesk for Salesforce on Salesforce AppExchange—the world’s leading enterprise cloud marketplace.

Talkdesk offers comprehensive contact center functionality with deep integration with Salesforce Service Cloud and Sales Cloud. Get your customers to the right agent with intelligent routing and reduce manual entry effort through automations. Streamline operations while maintaining a comprehensive view of the customer journey and contact center performance with unified reporting, right from within Salesforce. And manage it all with clicks, not code. Talkdesk for Salesforce extends to our Vaccine Administration Solution as well as our Small Business Lending Solution.

For healthcare providers working through vaccine administration, it’s crucial that you reach the right patient with the right information at the right time. With so many people eager to be vaccinated, call volumes (and tensions) are high, so call quality is non-negotiable. Talkdesk for Salesforce gives you access to the right information ensuring appropriate patient prioritization, communication and scheduling—all within Salesforce—while also allowing you to manage rapidly fluctuating call volumes.

  • Talkdesk is offering a Vaccine Administration Solution to provider organizations and retail pharmacies administering the vaccine that includes 20 free seats for six months. 

For financial institutions working through round two of PPP loans, after a first round in 2020 that was beset by delays and errors, improving the experience and outcomes for small businesses globally is paramount.

Talkdesk can help improve the PPP borrower experience with our Small Business Lending Solution, which is even more powerful with the Salesforce integration. This technology package can reduce friction in the process with an end-to-end customer experience solution that streamlines the administration of PPP loans. Talkdesk for Salesforce leverages your data to expedite smart call routing that gets your customers to the best person based on contact, account, case or lead records—empowering your team to have personalized conversations that deliver results.

Talkdesk for Salesforce can help healthcare providers and financial institutions that are struggling with how to best support increased demand and provide the best service to individuals in need,” says Woodson Martin, Salesforce executive vice president and general manager, AppExchange. “Talkdesk’s solutions allow customers to harness technology to drive progress.”

Salesforce, AppExchange and others are among the trademarks of, inc.

Delivering Exceptional CX with Talkdesk for Salesforce

Delivering Exceptional CX with Talkdesk for Salesforce


Peri McDonald

Peri McDonald

Peri McDonald has spent her career building relationships with Customers and Partners - she loves being creative and helping everyone win while building inspired teams. In her spare time, Peri enjoys showing her kids the world and is often found with coffee in hand and a kid or a book in her lap.