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Wednesday, March 26th | 10:00 am PT, 1:00 pm ET

From Setup to Success: Implementing the Dialpad for Salesforce Integration

Unlock the Power of the Dialpad for Salesforce Integration. Learn how the Dialpad for Salesforce integration creates smarter workflows, increases call efficiency, and enhances customer interactions.

Online

Connect your instance of Dialpad with Salesforce

Join Emma Durkin, Customer Success Engineer at Dialpad, for a hands-on demonstration that will help your teams drive more sales and close deals faster.

Date & Time

Wednesday, March 26, 2025 @ 10:00am PT

Agenda

Our session will cover:

  • Quick setup process for activating Dialpad within your Salesforce environment

  • Overview of In-app integration & CTI phone in Salesforce

  • Best practices for logging calls & texts to different objects

  • Tips for settings within the Integration section of the Dialpad Admin Portal

  • Customer use cases demonstrating ROI and performance improvements

Duration

45-60 mins

Location

Online

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