Manage Calls & Contacts with the Salesforce CTI DialerĀ
Save time, boost productivity, and enhance customer service with the new Salesforce CTI Dialer for RingQ.
Setting up and configuring the integration is effortlessāit only takes a few simple steps.
Once everything is in place, your team will enjoy a seamless connection between RingQ and Salesforce. With automatic number-to-contact matching, agents instantly recognize incoming callers through the call pop-up within the Salesforce dashboard. If the number isnāt recognized, they can easily add it as a new contact, lead, or account with just a click.
But thatās not all! The dialer automatically logs and journals calls, ensuring that every interaction is recorded for future reference. Agents can also add tasks directly within Salesforce, keeping workflows organized and follow-ups on track.
See it in action in our latest video: