Salesforce is the world's most common CRM system. Aircall’s CTI allows your business to leverage your voice channel within Salesforce and automate daily tasks to enhance your team’s performance. With the Aircall-Salesforce integration, all calls are automatically logged directly into Salesforce and each caller’s history is saved. Your sales and support agents will have access to all customer and prospect data within Salesforce to better communicate, solve tickets, and win new business.
Aircall adds call center capabilities to Salesforce by centralizing phone operations in a single interface, and uses data in Salesforce to give context to Aircall interactions. This integration boosts productivity through a myriad of features, which include:
- Your Salesforce interface offers direct access to the Aircall CTI
- Aircall automatically logs calls for every call made, missed, received and even voicemails. It can also log calls according to business hours
- Contact history is made visible in Salesforce when a call is received
- You can jot down virtual notes in real time while talking with your client thanks to Aircall’s note taking functionality
- Your call workflows can be customized within Salesforce
- Call comments, tags, and recordings automatically sync from Aircall and appear in Salesforce
- You can create ticket assignment rules for pre-existing Salesforce users or groups
For more information on what the Aircall computer telephony integration can do when linked with Salesforce, check out this useful video on our knowledge base, or read up on how to configure your Salesforce integration in Aircall.