Maximize Efficiency: Aircall and Salesforce Integration
Why Aircall?
Aircall, a leading cloud-based phone system, empowers businesses to streamline their communication processes. Its intuitive interface, rich feature set, and scalability make it a go-to solution for modern sales teams. But what sets it apart is its seamless integration with Salesforce, the world’s #1 CRM platform.
Streamlining Communication and Data Management:-
Imagine making and receiving calls directly within your Salesforce environment, with all call details automatically logged and linked to relevant contacts, accounts, or opportunities. Aircall’s integration achieves just that, eliminating the need for manual data entry and ensuring that your Salesforce database remains up-to-date and accurate.
Benefits of Integrating Aircall with Salesforce:-
1. Centralize your workflows:-
Sales and support teams can now handle all their calls directly in Salesforce without jumping back and forth from phone to CRM. Make outbound dials and receive inbound calls without ever switching screens, thanks to our natively integrated phone app. Save call recordings and other call data to our dedicated Aircall Voice Object to automatically track each caller’s history.
2. Increase Customer Satisfaction:-
Manage all your customer communications in one place with our Salesforce phone integration. When all your customer communications are in one place, tracking and following up with prospects and leads is a breeze for your team.
3. Flexibility:-
Don’t compromise call quality, or risk data loss by working remotely or in the field. Our iPhone and Android mobile app can be used to keep your Salesforce data up to date, no matter where you are.
4. Automate reporting for better team performance:-
Great reporting means better team performance. Our seamless integration lets you easily manage data across all Salesforce Objects, including leads, contacts, accounts, cases, tasks, and activities.
Gain deeper insights from every call and across your team activities by linking Aircall data to your Salesforce dashboards or by using our pre-built reports. Use our call tagging and custom field features to customize your team’s reporting to your specific business.
5. Eliminate manual data entry:-
Skip the busywork and let Aircall’s phone system automatically sync call data and trigger your next workflow steps. Integrate with Salesforce to automatically route inbound and outbound calls to the right person, in real-time.
Missed calls? Quickly create cases for missed calls and voicemails to ensure agents can deliver timely responses and improve your customer experience.
6. Increase productivity:-
When it comes to calling prospects and closing deals over the phone, we know that time is precious. The Aircall + Salesforce telephony integration has lots of time-saving features for teams including:
- Click-to-call: Get incoming call alerts sent to your screen and start the conversation instantly by clicking the banner
- Sales Engagement compatibility: Save time and move prospects through your cadence right from the CTI
- Insight Cards: See more context behind every inbound call with data automatically pulled from your Salesforce app into view
- Omni-Channel Capability: Managers can use this feature to minimize distractions for agents, monitor call status live in Salesforce and make adjustments in real-time, resulting in higher customer satisfaction
- Interactive Voice Response (IVR): Set up a smart directory that will automatically guide a customer to the correct team on their first try
Getting Started with Aircall and Salesforce Integration:-
Integrating Aircall with Salesforce is a straightforward process, requiring minimal setup. Aircall’s user-friendly interface and Salesforce’s robust ecosystem ensure a seamless integration experience, allowing your team to reap the benefits in no time.
- Connect Aircall to Salesforce: Link your Aircall account with Salesforce through a few simple steps, granting access to powerful functionalities directly within the CRM platform.
- Customize Integration Settings: Tailor the integration to fit your specific needs, mapping call data to relevant fields in Salesforce and configuring settings to align with your sales processes.
- Train Your Team: Provide training and guidance to your sales team to leverage the integration effectively, maximizing its potential to enhance sales workflows and customer interactions.
The Future of Sales Communication:-
In an era where customer relationships are paramount, the integration of Aircall with Salesforce emerges as a pivotal tool in empowering sales teams. By unifying communication channels and data management, this integration not only optimizes sales processes but also drives meaningful customer engagements, ultimately leading to increased sales and satisfied customers.
In conclusion, the fusion of Aircall’s seamless communication capabilities with Salesforce’s robust CRM functionalities marks a significant milestone in revolutionizing sales communication. Embrace this integration, and witness your sales team’s efficiency soar to new heights while nurturing valuable customer relationships.
Ready to Elevate Your Sales Game?
Explore the power of Aircall’s integration with Salesforce today and unlock a world of streamlined communication and enhanced sales performance.