SalesForce Business Phone System Integration with Yodel

Making and receiving calls directly in Salesforce has never been easier. Get the most out of your phone system and your CRM with Yodel.

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Enhance Your CRM System with Yodel Phone Service

See these Business Benefits, Right from the Start

When you integrate with Salesforce, you are able to instantly see benefits that your team and customers will love.

  • Enable Flexibility: When it comes to flexible work, integrating your phone system into your CRM system will result in making things easier for your team, and your callers.
  • Increase Team Productivity: Combining the time-saving features of a VoIP system with your CRM helps you reduce the amount of time spent on finding customer data, syncing data, and routing calls.
  • Improve Customer Satisfaction: Combining your phone and CRM system will make it easier to follow up on leads, resolve caller concerns, and keep relevant information easily accessible. All of these things can lead to consistently more satisfied customers.
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Leverage Your Sales Cycles with Robust Communication Features

  • Make Calls in Salesforce: With Yodel, you can easily make calls directly in Salesforce.
  • Text your Salesforce Customers: Communicate with your callers via SMS messaging, helping you provide another communication channel to your customers.
  • Prepare for Inbound Calls: Always know who is calling you, and even discover caller intent before answering a call.
  • Keep Track of Call Data: Easy to access and review call logging can help you keep track of relevant information.
  • Reduce Call Distractions: Keep all of your focus on your callers by reducing the need to take notes. With call recording and call transcriptions taking notes for you in real-time, you can easily access important information.

How to Integrate Salesforce with Yodel

It really is as easy as 1, 2, 3! Yodel makes it easy to connect to your favorite tools, helping you get more out of your phone system. Unlock the future of phone communication with smart integrations such as Salesforce.

  1. Sign up with Yodel, and create your account
  2. Receive a business phone number, or port in your existing number
  3. Connect Salesforce to your Yodel account at the Yodel Integrations page
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Steps to Create a Yodel Account

  1. Create Your Trial Account And Receive A Phone Number

    Easily filter to find specific area codes and countries. With 70 different countries to choose from, you will be able to find a number that fits your business needs.

  2. Invite Your Team Members And Assign Roles

    Designate Admin, Member, and Guest roles to help your team have access to everything they need.

  3. Make And Receive Calls

    Take advantage of different integration options, or use our Web, Desktop, or Mobile apps! With plenty of options, your team can choose the system that works best for them!

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“Yodel has been a partner to us since day 1. As our Concierge Team has scaled over the years, so has Yodel's product. They've supported us in building meaningful relationships with our Recipients, which is part of our team's mission.”

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