Contact Center Functionality Inside Salesforce
Welltel is now offering Talkdesk for Salesforce, an integration that seamlessly brings CRM and contact centre systems together to drive agent productivity, improve team efficiency, and personalize every interaction, turning happy customers into brand ambassadors.
Quick setup in Salesforce
Deploy Talkdesk for Salesforce, add Talkdesk licenses, and assign user permissions—all without ever leaving Salesforce and in complete sync with Talkdesk.
Powerful Omnichannel solution
Let customers reach you using the channel they prefer. With Talkdesk, you can provide both phone and SMS support directly within Salesforce.
Easily manage work items across multiple channels by leveraging an extensive integration with Salesforce Omni-Channel.
Talkdesk for Salesforce features
Automate manual, repetitive tasks between Talkdesk and Salesforce to improve agent efficiency and productivity.
Trigger any Lightning Flow in Salesforce from any action in Talkdesk, such as updating a custom object in Salesforce when a VIP customer calls into Talkdesk.
Route calls to case, account, contact, and lead owners to get customers in touch with the right agent to address their needs.
Use customizable historical reports and live dashboards to identify trends and optimize the customer experience.
Ensure data between Salesforce and Talkdesk is always consistent with continuous two-way data sync.
Scale your outbound communications by sending bulk SMS to customers from any list in Salesforce.
Give agents all the relevant customer information from Salesforce directly in the agent interface as soon as the call comes in.