Dialpad for Salesforce brings Ai-powered workflows, powerful native calling, and real-time customer intelligence to Salesforce so your team can focus on driving more sales and improving customer satisfaction.

Fonctionnalités clés :

Powerful Ai built into everything—for the best CX
By enabling the Dialpad Everywhere Widget in Salesforce, you can access powerful Ai tools to reduce agent friction and create the best customer experiences.

Native calling
Click-to-call and enable power dialer mode directly in Salesforce with Dialpad

No manual activity tracking—Dialpad does it for you.
Automatically log inbound and outbound calls, voicemails, recordings, SMS messages sent or received

Access Salesforce without leaving Dialpad
Display & log contact information from Salesforce natively inside the Dialpad desktop and mobile apps

Advanced Ai coaching
Our Ai assistant connects sellers to the right information in real time, and delivers objection handling, live recommendations, scripts from anywhere in the world with a mobile-first, cloud-based integration.

High-Velocity Sales
Improve productivity by allowing calls to be triggered from a cadence and mark call tasks as complete post-call. Sellers can branch sales cadences based on dispositions logged through Dialpad.

Classic & Lightning
The Dialpad integration is compatible with both Salesforce Classic and Lightning

Découvrez comment Dialpad s'intègre à cette application

L'intégration avec Salesforce est gratuite, mais requiert un forfait Dialpad Pro ou Entreprise. Les équipes devront également disposer de l'édition Enterprise ou Unlimited de Salesforce et/ou d'une édition prenant en charge l'accès à l'API. L'intégration de Dialpad est compatible avec Service Cloud et Sales Cloud.