Business Tools Integrations

Salesforce-JustCall Phone Integration

A business phone system and a customer relationship management (CRM) system are the lifelines of any sales and customer support team.

With a global market share of nearly 24% in 2021, Salesforce is undoubtedly a leader in the CRM vendor market.

Salesforce integration with a top-rated VoIP service provider like JustCall can enhance your customer experience significantly and level up your sales game.

Wondering how Salesforce telephony integration works? That’s exactly what this blog can help you with. Let’s get started.

JustCall: A Quick Overview

justcall

JustCall is a contact center software that empowers customer-facing teams to connect with customers via calls and text messages.

With its custom built-in analytics, integrations, automation, and cloud-based business phone solutions, the software ensures smooth workflows for support and sales teams.

Key Features:

  • Call Forwarding and Queuing
  • Whispering and Barging
  • 100+ Integrations with Business tools and CRM
  • Conversation Intelligence
  • SMS Automation and Triggers
  • Live Call Monitoring
  • Multi-device Compatibility
  • …and much more

Price: The Essentials plan starts at $19 per month per user (billed annually)

We also offer new JustCall iQ pricing plans with AI capabilities.

justcall-ai-product-pricing

Salesforce: A Quick Overview

salesforce

Image source: Salesforce

Salesforce is a leading CRM software that allows sales teams to track customer interactions across different communication channels.

This provides valuable insights into the sales journey of every customer, enabling the team to make wiser decisions that enhance your business growth and revenue.

Key Features:

  • Contact and Account Management
  • Sales Forecast and Pipeline Management
  • Customizable Dashboard and Reports
  • Workflow Automation and Rules

Price: The basic plan for Salesforce Sales Cloud starts at $25 per month per user.

Salesforce Integration with JustCall

Salesforce’s dialer subscriptions primarily support outbound calling. You need to shell out an extra $5 per month/user to access inbound calls and $75 per month/user for SMS, chatbot, and live chat features.

If you request a number for these additional services, it will work only for messages or texts. Here’s when Salesforce VoIP integration with JustCall comes in handy.

With Salesforce CTI (Computer Telephony Integration), you can use a single business phone number (instead of 2 separate numbers) to log and track all your text and phone communication on the Salesforce dashboard.

All these activities are logged against your contacts.

JustCall allows your reps to text and call your Salesforce leads and contacts. With JustCall, your agents can begin making and receiving phone calls within 5 minutes.

What’s more, you can track, record, improve, and analyze calls in real time and set up trigger-based responses and SMS workflows.

Benefits of JustCall and Salesforce VoIP Integration

1. Up-to-Date Contact Information

Whenever a new contact is created in Salesforce, it is automatically recorded in JustCall and vice versa.

This not only ensures that your contact data is always complete and accurate but also eliminates the hassle of manually entering data into multiple systems. It’s also easier for you to track your contacts’ progress.

2. Tracking Events is Simpler

A new record is automatically generated in Salesforce for all new JustCall events. This helps keep track of your bookings along with all the event details, like the number of guests, time, and date.

The best part is that all the relevant data is maintained in one place, which makes it easy for anyone to access it whenever required.

3. Saves Time and Effort

Salesforce integration with JustCall ensures your data is synchronized across systems, saving you significant time and effort.

As automation takes over the tedious data entry, your team can focus on other important tasks to achieve your core business objectives. Simply put, automation makes your workflow easy and efficient.

4. Automatic Task Creation

Tasks are created automatically in Salesforce for every JustCall contact. The contact profile lists all the tasks related to a particular contact.

This helps keep track of all your customer interactions in an organized manner. With this feature, you can rest assured that all essential steps will be followed while dealing with a customer.

A Step-by-Step Guide to Salesforce Phone Integration with JustCall

Step 1: Visit the JustCall website and click on the “Sign Up” option to create an account if you’re a new user. Existing users can click on the “Login” option to use their existing account.

Note: JustCall doesn’t offer any demo account and requires your card details to grant access to JustCall features. You can integrate with Salesforce only after being added to the card.

Step 2: Go to the “Integrations” section after logging in to your account.

Step 3: Look for the “Salesforce” option and select the “Integrate” button.

Step 4: You’ll now be diverted to the Salesforce portal, which will display the JustCall integration request. Click on the “Allow” option to grant permission.

Step 5: After this, the Salesforce integration option will appear under “Active Integrations.” With Salesforce phone integration, you can route incoming calls intelligently.

Step 6:  To use this feature in Salesforce, select the gear icon appearing next to the Salesforce label to access advanced settings. Next, checkbox the “Intelligent Incoming Call Routing” option.

Step 7: To make calls from the browser, install the JustCall Chrome extension.

Step 8: After the integration is completed, a text and a call button with an icon will be added next to each contact number in your Salesforce software.

Step 9:  Click on the text and call icon to view the dial pad, call log, history, and Chatbox.

Step 10: To view all relevant record details and automatically created tasks, go to the “Task Object” section.

Wrapping Up

JustCall-Salesforce integration is a great way to boost your sales team’s productivity and gain a competitive edge. It empowers your agents to close more deals in less time with fewer efforts, enhancing your business revenue.

So without any second thoughts, go ahead and get started with the integration today.

FAQs

How does Salesforce phone integration + JustCall work?

JustCall-Salesforce integration gives you access to all call recordings and calls history data within Salesforce without opening several systems.

It lets your sales and support teams sync their call data directly with Salesforce contacts. This keeps your team updated and ensures they don’t miss out on important parts of customer interactions.

What are the advantages of Salesforce integration for your business?

The key benefits are as follows:

  • Streamlined customer communication
  • Knowledge base creation and hosting
  • Affordable pricing based on the chosen features
  • Collaboration hub

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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