A Salesforce integration provides businesses with a smooth flow of data across departments and automates data synchronization. This helps increase productivity and boosts ROI. It also eliminates the risk of penetrating while transferring data between platforms.
The key to a successful Salesforce integration understands what you’re trying to achieve. You’ll want to work with an expert partner who can help you map your business goals and understand the outcomes you expect from the project.
Benefits of Salesforce Integration
A Salesforce integration is a seamless connection between Salesforce and internal software applications to leverage the best features of both. With integration, a business can streamline operations, save time, and effectively manage resources.
Seamless data synchronization with Salesforce gives sales reps instant access to customer information, eliminating manual data entry errors and duplicate records. This enables them to provide personalized solutions, respond promptly to customers’ needs, and make informed decisions. It’s also a powerful tool for managing customer relationships.
Salesforce integrates with other platforms to ensure that the most up-to-date data is always available for sales teams. For example, it’s common for Salesforce to integrate with accounting software like QuickBooks. These two systems amass large amounts of data sets that are critical for sales reps. Without integrating them, the process of compiling this information could take a significant amount of time. By integrating the platforms, a business can reduce queuing times and boost sales team productivity by 44%.
A reliable Salesforce partner can help a company select the right software solution to meet their unique requirements. It’s important to choose a provider that prioritizes security. Look for a secure platform with strong encryption and access controls to keep your data safe from prying eyes. A Salesforce partner should also offer native integration with other systems to avoid the need for third-party plugins or custom development.
Salesforce provides a wide range of solutions to help businesses improve the way they manage their CRM. For instance, an integrated business phone system enables sales and support teams to work smarter by automating many call management processes. It can even detect whether a caller is a sales lead and transfer the information to Pardot for nurturing. This ensures that marketing leads are passed to sales at the right moment and drives traction & revenue growth.
Aircall delivers a powerful call center solution that allows you to manage every customer journey with your business. All phone interactions are logged and monitored in Zendesk, with details including contact, call duration, phone number, tags, a link to the full call recording, agent comments, and more.
All calls are logged as tasks based on the General and Call Workflow settings that you set in your Aircall Dashboard during the integration setup process. These Tasks are then attached to a specific Contact, Account, Lead or Ticket depending on the type of call.
When you answer a call, an object called Log Call opens up on your screen and lets you take notes to fully understand the context of the conversation. This helps you resolve tickets faster and improve the overall customer experience. Aircall integrates seamlessly with popular CRM (Customer Relationship Management) platforms, such as Salesforce or HubSpot, and helpdesk software like Zendesk to centralize all your customer information and productivity tools.
Aircall.io is a cloud-based platform
Aircall is a cloud-based call center and phone system designed to connect easily with productivity tools. Using an API, the platform enables businesses to make and receive calls via desktop and mobile phones. It also records, transcribes, and analyzes calls for coaching and customer insights. It offers a team inbox, chat, and voice calling for collaboration. It is available as a monthly subscription with support via email, phone and chat.
The Aircall mobile application allows users to make, receive, and manage calls from a mobile device. It is available for both iOS and Android devices, and offers a full feature set including call recording, routing, and more. It also allows teams to collaborate with one another and access shared call inboxes.
Aircall integrates with popular CRM (Customer Relationship Management), helpdesk, and productivity tools. This integration enables businesses to consolidate customer information and call data, resulting in better support and enhanced workflow efficiency.
Aircall offers a number of different business phone plans. The least expensive is Essentials, which costs $30 per user per month (when billed annually). There are also custom phone plans that are priced by the Aircall sales staff based on your business’s needs. All of Aircall’s plans include a free phone number, unlimited calling minutes, and a free call-transfer feature.
The Aircall Salesforce integration enables teams to centralize their workflows, improve customer experiences, and enjoy flexible and automated reporting. It also helps them save time by cutting admin and boosting team productivity.
The Salesforce integration for Aircall includes a new Quick Actions feature that allows users to manually associate calls with any Lead, Contact, Opportunity, or Account record in Salesforce. It also enables Admins to choose a default User that calls will be assigned to in Salesforce in the event that no user is recognized. The integration also enables users to create and use custom reports and dashboards, as well as trigger real-time notifications and other key workflows.
