Salesforce is arguably the #1 CRM in the world and one of the best ways to track customer data. Now imagine what would happen if you integrated your data from all your customer conversations into your Salesforce interface.
The learnings would be monumental and could help drastically improve customer satisfaction, increase sales, and lead to more efficient operations overall.
In this article, we’ll take a look at how a Salesforce integration with your VoIP phone system can improve your business.
Top ways a Salesforce VoIP integration can benefit your business
When you’re able to integrate your phone system data into Salesforce, you’re able to better understand your data and use it more effectively which can lead to increased sales.
You can automate many tasks including call logging, placing phone calls, and tracking call data which can help you save time by not doing these tasks manually.
Enhanced customer service
You can create a more personalized customer experience with screen pop-ups that display all customer information from inbound callers, allowing you to assist them sooner.
Accurate data entry
It’s easy to make a mistake when entering call data manually. With a Salesforce integration, you can always ensure data accuracy and be confident in the numbers.
Increased employee satisfaction
When you free up your employees from constant data entry, they will likely be more satisfied and motivated to achieve their goals.
Now that you know all of the benefits of a VoIP integration with Salesforce, it’s time to make the move. Luckily, we’ve created the b-hive integration for Salesforce, so you can manage your funnel, build customer relationships, and leverage calling features directly within Salesforce using b-hive by Broadvoice.
The Salesforce VoIP integration with b-hive
Let’s take a look at how the b-hive Salesforce integration can help streamline your workflow.
Inbound record matching
Our integration will automatically match any incoming calls with your customer records stored in Salesforce, so you don’t have to wonder if you’ve ever spoken to this customer before or what your previous interactions were like. Now you can quickly review a customer’s call history to provide them with the best customer experience possible.
Click to call
Rather than switching to b-hive to initiate calls, you can call a customer directly on Salesforce simply by clicking on their phone number. This will help you save time by not having to switch between the two platforms and will keep all your communications in one centralized location.
Create new records
When you receive a daily influx of calls, it’s difficult to have to manually enter a customer’s information into two separate platforms. Our integration solves this by allowing you to create new records on demand so you can quickly open a new case or log a new lead directly within Salesforce.
You can view both inbound and outbound calls through your Salesforce account without needing to consult your b-hive platform.
You’re able to view and download customer recordings directly from your dashboard. If you need to review a customer call, it’s as simple as clicking download directly from their customer record in Salesforce.
It’s helpful to have a full history on a customer so you can know how best to assist them, especially if multiple people at your business are utilizing Salesforce. To help out your colleagues and create the beat customer experience possible, you can add notes to each call activity on the fly.
Adding the Salesforce integration
If you’re already using the b-hive Salesforce integration, then be sure you’re taking advantage of all the above features to help make your work life as simple as possible. And if you’re not yet using the integration, now’s the time to make the move.
It’s incredibly easy to add the integration to Salesforce and it only takes a few minutes. The integration can be added directly from the Salesforce AppExchange with our API key found on our b-hive integrations page.
For a step-by-step process, check out our detailed instructions or contact our customer support team for further assistance.