Salesforce works better when paired with CloudTalk

Centralize your call management

Handle calls without ever leaving Salesforce (the call widget is embedded in your Salesforce interface). Need to get back to something? Access all recordings directly in Salesforce.

All your data is accessible,
arranged, and laid out

Sync all of your data related to Salesforce deals. Calls, Notes, Contacts, Recordings, and even Tags without any hassle. CloudTalk gets them ready via 2-way Real-time synchronization.

Handle more calls in a smarter way

Click-to-Call – hover over Salesforce contacts and easily initiate calls one-by-one, or by using our Smart dialer to create a dial queue with one click. You can also see all of the caller’s Salesforce details before picking up the phone

If necessary, you can simply click on the contact’s detail and switch to your CloudTalk interface.

Your agents will no longer waste time looking for information in multiple places. By using a single integrated system, you will improve your team’s productivity and speed.

Naturally, contacts are synchronized automatically. If you create or edit an existing contact in Salesforce, all changes and updates are transferred to CloudTalk, and vice versa.

All data on CloudTalk calls are available in Salesforce. After each customer call, Salesforce automatically creates a case and a call log, storing all call-related information.

With automatic two-way synchronization, your team members will use their time more efficiently as they’ll no longer have to enter customer details manually in multiple systems.

Reports and Dashboards can be customized and linked to data that you already have in Salesforce. With a single click, you will get quick access to statistics, including Average waiting time, Service level, and Average abandonment rate.