Salesforce Integrations Product Sheet

Connecting You to the #1 Global Ranked CRM

Customers today expect a highly personalized experience they interact with your business, and they want answers quickly.  AVOXI Genius now connects the power of our contact center solution with the #1 global rank CRM to help you do just that.  Inbound and outbound teams can now work smarter (not harder) by easily accessing the information they need to proactively guide important customer conversations.

Customer Data at Your Fingertips 

Proactively manage calls with Salesforce contact data displayed directly into your softphone. Customize templates to display only the fields that are most important for your team.

Improve Performance with Real-Time Reporting 

With real-time insights, you’ll be able to monitor your contact center activity directly in Salesforce. Easily build custom reports to ensure your team is running at full capacity.


Remove the Busywork for Your Agents

Once a call is completed agent activity is automatically logged into Salesforce, removing tedious busywork from their workflow and giving more time to answer other incoming calls.


Permissions and requirements

The integrations feature is only available to Salesforce Enterprise license holders. Additionally, top-level Salesforce administrator privileges or full object level and full field-level security permissions are required to set up the AVOXI-Salesforce integration. You are also required to use the same email for both AVOXI and Salesforce.

Additional Salesforce information on plan and licensing here: https://help.salesforce.com/s/articleView?id=000326486&type=1

Give feedback about this article

Was this article helpful?

Have more questions? Submit a request

Updated:

October 26th, 2021

Author:

Louise Ross

Updated By:

Pablo Gonzalez

KB ID:

622873

Page Views:

1477

Tags:

crm, integration, crm integration, salesforce integration, genius-salesforce, salesforce crm integration

Can’t find what you’re looking for?

Contact our award-winning customer care team.