CRM + Call Features
There’s no need to change the way you work. B-hive integrates into your current Salesforce interface, giving you the ability to communicate and create a more personalized customer experience using advanced calling features:
Inbound Record Matching
Automatically matches incoming calls with customer records stored in Salesforce.
Click to Call
Call a customer directly on Salesforce by clicking on their phone number.
Create Records
Create new records on demand so employees can quickly open a new case or log a new lead.
Notes and Dispositions
Automatically matches incomingcalls with customer records stored in Salesforce.
Call Logs
View both inbound and outbound calls through your Salesforce account.
Call Recordings
view and download customer recordings directly from customer records.
Keep Track of Conversations
Simply click to dial directly from a contact record in Salesforce. B-hive will record the calls so your sales and service teams can listen to calls directly from Salesforce for accurate record-keeping and/or training to improve customer interactions.
Simplify Data Entry
Make a call, log a case, or enter a new lead. It’s that simple, b-hive for Salesforce automatically matches incoming calls with customer records stored in Salesforce, triggering screen pops with key customer information and provides the ability to create a record on the fly, removing the need to toggle between systems.
Keep Accurate Call History
b-hive for Salesforce will automatically log inbound and outbound calls including call time and call recording at the record level in Salesforce.
Get Started Now
b-hive for Salesforce is available for Pro Seat customers with Salesforce Professional, Enterprise, Unlimited,
Essentials for Performance Plan and works best in Chrome, Firefox, Internet Explorer or Edge browser.
Be Brilliant About the Way You Connect
Our team loves to talk. Let’s chat about the solution
that’s right for your business.
