Talkdesk for Salesforce

By May 28, 2021June 2nd, 2021contact centre

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

Time-saving automation

Automate manual, repetitive tasks between Talkdesk and Salesforce to improve agent efficiency and productivity.

Smart automation

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.

Intelligent routing

Route calls to case, account, contact, and lead owners to get customers in touch with the right agent to address their needs.

Live and historical reporting

Use customizable historical reports and live dashboards to identify trends and optimize the customer experience.

Two-way data sync

Ensure data between Salesforce and Talkdesk is always consistent with continuous two-way data sync.

Smart SMS

Scale your outbound communications by sending bulk SMS to customers from any list in Salesforce.

Screen pops

Give agents all the relevant customer information from Salesforce directly in the agent interface as soon as the call comes in.

Contact us to find out more or request a demo

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