DialogTech’s Award-Winning Integration with the Salesforce Sales and Service Clouds

Align marketing, sales, and support teams to optimize lead generation, revenue, and customer loyalty. Salesforce customers rely on DialogTech to analyze, qualify, route, and manage sales and support calls to turn more leads into sales and more customers into loyal, repeat business.

Salesforce Reports Have a Blind Spot That Impacts Marketing

If you track marketing leads and opportunities in Salesforce, chances are your data isn’t giving you the full picture. That’s because when inbound sales calls come in, Salesforce can’t tell which marketing source drove that phone lead. And your sales reps fielding the call won’t know either.

Without this important data, you could be dramatically understating the impact of your marketing on leads, sales pipeline, revenue, and ROI. Plus you can’t tell exactly which programs are really working, and which aren’t, and optimize campaigns and spend to improve results.

Know Which Marketing Programs Make Your Phone Ring

DialogTech’s integration with Salesforce tracks incoming calls back to the specific marketing source that originated them. It works for any type of marketing – online, mobile, or offline. DialogTech then includes this data in Salesforce with the rest of your lead data, giving you complete, detailed visibility into conversion rates, sales pipeline, and marketing ROI for every source.

With DialogTech’s Salesforce integration, you have the marketing data you need to optimize campaigns. Plus you can prove to your CEO or marketing clients the full impact of your work on revenue.

Arm Sales and Support Agents with Context on Every Caller Before Answering

DialogTech includes an integrated phone panel within Salesforce that your agents can use to make and receive calls. When calls come in, the panel displays the caller’s name, number and location, as well as the exact lead source for the call, including any search keywords they used to find you. It also whispers this data to your agent before they accept the call, so even if agents answer away from their computer, they are still armed with valuable information for improving conversation quality.

Create and Update Lead Records and Support Cases for Every Call Automatically

If the lead or support case already exists in Salesforce, the DialogTech panel will display the name and provide a quick link to the record for easy access. If it’s a first-time caller, DialogTech can automatically create a new Salesforce record, saving your agents time.

If calls go unanswered, DialogTech still captures the data and displays it in a Missed Call queue for easy access, ensuring you never miss a lead. And if the call is from a number with no assigned contact, DialogTech stores the data in a queue and automatically syncs it to the right record once that person is known.

Trigger Outbound Calls by Clicking on Numbers in Salesforce

DialogTech also helps make sales and support reps more efficient by triggering outbound calls from any record in Salesforce. Simply click on the phone number and DialogTech will call you on any phone you choose, then automatically call your lead or support case to connect you. What’s more, if your rep is working from home or traveling, you can still have your business’s phone number (and not the rep’s personal line) show up on that lead’s caller ID. All inbound and outbound call activity from every agent can be monitored in real time from the DialogTech manager panel to measure and maintain call center performance.

Part of DialogTech’s Voice Management Platform

DialogTech’s Salesforce integration is part of our platform that includes call tracking, IVR for phone lead scoring, custom call routing, AI-powered conversation analytics, and more.

DialogTech’s award-winning Salesforce integration is available via an app you can download on the Salesforce AppExchange.

Ready for a personal walkthrough of DialogTech?

Request a demo → or call 877.295.5100