Salesforce Business Phone System Integration with Yodel

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.

• 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.

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!

4. Track and Monitor
   Use our state-of-the-art features, such as Call Logs, Voicemail Transcription, and Reports, to monitor your call data.