How to Get the Salesforce Telephony Integration?
All you need to get started and use the Salesforce softphone integration is:
- United World Telecom Outbound Calling plan — Basic or higher
- Salesforce subscription
- UWT softphone app — download for free from the Microsoft Store (optional)
- Click-to-Dial Chrome extension — from the Chrome web store (optional)
- Salesforce integration activated via the UWT control panel.
Ready to get started? See how to integrate both services below!
Instant Calling with Salesforce
With clickable links next to phone numbers in Salesforce, teams can quickly call customers from within CRM pages. With click-to-dial, prioritize agent time and efficiency to boost sales engagement and offer responsive customer support.
Optimized Call Management
Save time by using our softphone in Salesforce. Access synced contacts, call notes, and call activity for a detailed view of customer interactions and agent performance. Use advanced routing to improve call handling and local caller IDs to improve response rates.
Global Coverage with Local Presence
Enter target global markets and connect with prospective customers cost-effectively with international phone numbers from 150+ countries. View available countries and phone number types on our Country Coverage page.
Feature-Rich Telephony for Salesforce
Build a phone service that meets your business communication needs with our wide range of advanced features. Manage your call flows with our IVR builder, set custom call routing strategies, use ring groups to maximize reliable service, and more.
