Do this and more with Nextiva + Salesforce.
Call Logging as an activity
Make associations while you’re on a call, and your activity is automatically logged in Salesforce in real time across those associations when the call completes. You can edit your notes instead of using the default notes.
Manage your tasks and records
From the Salesforce integration panel, you can make new contacts, leads, opportunities, or accounts. Also type notes that will create tasks automatically. NLP interprets words like “tomorrow” or “next week” as dates for your tasks.
Hop into your call with Screen Pop
An incoming call pops right onto your screen. One click brings up the customer's Salesforce record. If this is a new phone number, you can associate it to an existing record. Make all this happen before you even pick up the phone.
Add the #1 rated business phone service.
Download a desktop application to manage your integration.
Embed an integration from the Salesforce Marketplace and log in using your Nextiva credentials.
Install an extension into your web browser to integrate Nextiva with your browser instance of Salesforce.
Salesforce Service Cloud
Nextiva Professional or higher plans.
Embedded integration or browser extension requires Nextiva Enterprise.
CTI requires Windows® or macOS.
Google Chrome for the browser extension.
FAQs: Salesforce VoIP integration
Just mention it to your account executive or client success manager. They'll be happy to include the Salesforce VoIP integration with your virtual phone system.
The Salesforce phone integration will come on request with certain packages at no additional charge. This will depend on volume, but is à la carte to all Nextiva cloud PBX customers at an additional charge. It's not available out of the box.
Yes, the Salesforce VoIP integration will ring your desk phone or softphone after you click a phone number in your Salesforce instance. Answering your phone will place the call to the phone number selected.
The Salesforce integration can be completed with a desktop application, a browser extension, or an embedded application found in Salesforce AppExchange.
Whether you use Click to Call or your call history to place outbound calls, take an inbound call directly or from a call center/contact center, the Salesforce CTI will provide some functionality to your CRM system.