Make & Receive Calls within Salesforce
Easily place and answer calls from within your CRM instead of switching platforms. All numbers within the CRM have clickable links. So, with click-to-dial, teams can call customers with just one click, improving efficiency.
Centralize Communications and Save Time
Agents can save time by quickly accessing our softphone in the Salesforce dashboard. Create new contacts, track leads and opportunities, and resolve tickets while on call. Always be on the same page as your customers.
Log Calls Automatically
With two-way synchronization, make important notes and track opportunities by logging your calls with the associated account in Salesforce. Edit your notes and contact records to update all customer interactions in real time.
Review Call History and Recordings
Need to review past conversations? Or evaluate call traffic? Access call history, customer notes, recordings, and more to get a full view of caller interactions. Managers can easily see call activity between leads and sales or support reps.
Access International Calling
Establish a local presence and connect with customers in over 200 countries with international phone numbers from more than 150 countries. View the available countries on our Country Coverage page.
How to Use the Salesforce Telephony Integration?
To use the Salesforce-GCF integration, you need to be an existing customer of Global Call Forwarding and must activate the option for Salesforce VoIP integration in your control panel.
You can also get the GCF integration from the Salesforce AppExchange.
All you need to get started is:
- Global Call Forwarding Outbound Calling plan — Basic or higher
- Salesforce subscription
- GCF Softphone app — download for free from the Microsoft Store (optional)
- GCF Click-to-Dial Chrome extension — from the Chrome web store (optional)
- Salesforce extension — activated via the GCF control panel.
