CRM INTEGRATION

Salesforce Call Center

Sales Cloud, Service Cloud, Community Cloud and more

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THE ADVANTAGES OF A UNIFIED SOLUTION

Utilize the advanced BeInContact solution integrated with Salesforce to develop a communication strategy tailored to your business needs. This powerful combination features a robust routing engine that unifies all contact channels.

With Salesforce integration, operators can manage all configured contact channels directly within the Salesforce interface. The integration includes the BeInContact phone bar, enabling operators to handle call interactions seamlessly while accessing comprehensive customer information. This setup optimizes and simplifies daily operations, enhancing overall efficiency.

As a proud Salesforce Partner, our solution is also available on AppExchange, the world’s largest marketplace for certified Salesforce applications.

ALL THE FUNCTIONS YOU NEED

Log into Salesforce to access the full range of features available through the BeInContact Agent Desktop. The Salesforce integration incorporates the CTI Phone Bar into the interface, enabling operators to manage communications across all contact channels. Incoming interactions are displayed alongside customer information stored in the CRM, enhancing contact management and information sharing.

You can also create customized campaigns by profiling records in Salesforce, which BeInContact imports to facilitate streamlined communication with your customers. This automation maximizes contactability and simplifies management processes.

These features can be easily implemented using our native and certified connector, requiring no coding or development expertise.

INTEGRATED REPORTING: OPTIMIZE CUSTOMER INSIGHT

BeInContact’s native capabilities enable seamless data transmission of all interactions directly within Salesforce, consolidating customer contact information and assistance requests into a single, comprehensive database.

At the conclusion of each interaction across all configured contact channels, BeInContact automatically logs critical metrics—such as interaction duration, type, channel, results, queue times, waiting periods, IVR selections, and more—within the CRM.

Supervisors and team leaders can easily access these service metrics through intuitive dashboards, transforming historical quantitative data into actionable qualitative insights that drive informed decision-making and enhance service performance.