Salesforce CTI

June 25, 2020

With the ability to accept and make calls right inside your sales or service platform, the Samespace Salesforce Integration turns the world’s most used customer relationship management platform into an enterprise-grade business phone system.

Salesforce CTI

Features and Functionality

  1. With Samespace Dock right inside Salesforce, users can place calls and access core business phone functions without ever having to leave Salesforce, so you can spend more time closing deals and less time navigating tabs.

  2. Incoming calls come right into Salesforce without the need to toggle tabs, apps, windows, or pick up a physical handset. And with the click-to-dial functionality, you won't have to manually enter a number to call.

  3. If an incoming caller is already a contact, a tab with their information will appear. New incoming calls allow you to add a name and title to log the call. If multiple matches appear, you can choose which one to use.

  4. In addition to being able to connect with your prospects and customers anywhere, your calls will automatically be logged as activities with the Salesforce integration.

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Introduction

Features and Functionality

Start with a guide