Business Tools Integrations

JustCall X Salesforce: The Only Superpower That Your Team Needs

If there’s one thing that sales teams hate, it’s leaving money on the table. And yet, it happens all the time.

This is because your team is either spending time on tedious admin work (such as taking and updating call notes) or running their daily workflows manually.

What’s broken for sales and support teams today

Consider any of the following scenarios and tell us if they sound familiar:

  • Your sales reps and support agents spend a large chunk of their time on after-call work (ACW), such as logging in activity in your CRM manually or — wait for it — they skip it altogether!
  • They try to take notes while on customer calls and then struggle to add those notes/summaries to your CRM.
  • You cannot recall the last time all the deal and lead information was updated.

And when it comes to reviewing your deal pipeline, you’re probably struggling to get a bird’s eye view of what’s actually happening, especially when it comes to remote team members. And everyone’s sick of juggling between Google Sheets or Excel, your CRM, and your calling tool to find lead info and make calls, even with the best tools in the market.

This is where the powerful integration between JustCall and Salesforce can help you take back time and money.

The iconic duo: JustCall and Salesforce

We all know Salesforce — it’s a powerful CRM that offers a wide range of features and analytics. With JustCall’s deep integration with Salesforce, you can delegate pesky after-call work, automate your daily workflows, and close deals with ease.

Here are some of the main benefits:

  1. Your reps and agents no longer need to worry about updating the CRM manually, as notes are captured and pushed to the CRM automatically. No more missing information either.
  2. Your teams don’t need to listen to the entire call before personalizing their communication, thanks to the AI-generated call summary, transcript, moments, and more.
  3. And because AI does the heavy lifting of listening to calls and summarizing them, managers can coach their reps and agents on what to do better.
  4. You can automatically direct calls to the right person (the contact owner) with intelligent call routing.
  5. Your team can easily automate SMS campaigns.
  6. Your team can make calls faster as they don’t need to juggle between tools to get the call list from a sheet, copy-paste it on a dialer, and make a call. All they need is the native dialer aka JustCall CTI app.
  7. Sales and support managers can easily understand team bandwidth with live call monitoring.

“So what, most calling tools integrate with Salesforce,” you might say.

And that’s just it.

While almost every sales tool worth its salt integrates with Salesforce, very few actually go beyond and offer an integration that truly frees up your time and effort.

What the JustCall-Salesforce integration offers that no other cloud communication platform does

To be fair, many of our peers offer some of these functionalities but just not in the powerful, all-encompassing way that JustCall does.

(But don’t just take our word for it. See for yourself here.)

Access to JustCall’s AI features within Salesforce

Access to JustCall’s AI features within Salesforce

Reps and agents in the past often grappled with understanding the full story of each customer interaction. They’d hang up and wonder “How well did that call go?” or “What could I have done better?” Now, with JustCall’s AI features, after a call ends, they get comprehensive insights within Salesforce.

These insights includes:

  1. Call sentiment: Understand your customers’ emotions during calls and tailor your next steps accordingly.
  2. Call moments: Analyze calls to identify crucial moments highlighting the customer’s main discussion points.
  3. Call summary: Access the full call summary with one click in Salesforce and easily understand what happened on a call.
  4. Call score: Quantify the quality of call with a score based on factors like agents’ communication skills and customers’ emotions.
  5. Interactivity score: Examine calls to track and quantify interactions between participants in the conversation.
  6. Call transcription: Conduct real-time call analysis and generate transcripts for future review and evaluation of the conversation.

What’s more is that managers can do much better, more personalized rep/agent coaching because they are armed with AI-generated insights into the sales calls.

Connecting with leads via call

JustCall allows you to create auto-dialing campaigns, and you can easily add Salesforce contacts to these sales dialer campaigns directly through the Salesforce interface. What’s more, any call activity is logged in Salesforce and contact information from Salesforce is synced with JustCall in real-time. So you always have access to the latest, updated information.

Automated SMS campaigns

You can send text messages automatically or when certain conditions are met right from within Salesforce. Eg: In real estate, you might trigger an SMS to notify a client when a property matching their preferences becomes available. In a service-oriented business like a car repair shop, you could set up an SMS to notify a customer when their vehicle is ready for pickup.

Great! Now that we got that out of the way, let’s take a look at two of the most common workflows or things that sales and success teams can achieve with this iconic integration.

And you can always count on us for the best customer service.:point_down:

review

Most popular use cases for sales and success

1. Sales teams can easily connect with leads via the native dialer (or click-to-call): Sales teams of the past have traditionally dialed numbers manually — literally one at a time. This process can obviously be very time consuming. With the JustCall-Salesforce integration, customers can simply click to call their leads directly from within Salesforce.

old traditional phone

2. Support teams can benefit from intelligent call routing: Support teams often struggle to connect calls swiftly to the right person, leading to longer wait times and well, irate customers. And who wants that! With the JustCall-Salesforce integration, you can set up the system so that calls are directed to agents based on the contact ownership indicated in Salesforce. No manual intervention needed.

In conclusion

With JustCall’s deep integration with Salesforce, you can truly focus on your work and get the best of AI. You no longer need to:

  • Spend time and energy on admin work
  • Hire more reps as a small or medium business
  • Take decisions based on intuition, happy ears, or spotty data

The better way to make calls, view your pipeline, and close deals is just-a-call away.

Want to set up this integration for your team? Start your free trial here.

If you’re an existing customer, please go here to see how to set up your integration for success.

With a foundational role at Saas Labs, Anand has been a key player in establishing the Product Management function and spearheading the launch of our Conversation Intelligence solution. His expertise in AI innovation guides both the strategic direction of the products and a team committed to excellence.

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