Salesforce
Make calls via Salesforce or access your Salesforce info directly in Nexustalk.
Overview
Two platforms, seamless integration. With Nexustalk for Salesforce you can improve your employees’ efficiency by integrating Nexustalk services directly into Salesforce. With multiple ways to integrate, you can work in whichever way suits you best.
Salesforce CTI – Use Nexustalk in Salesforce
Use Nexustalk’s telephony features and make calls directly within Salesforce. Allow your agents to focus on the conversation instead of switching back-and-forth between tools. Get the information and functionalities you need inside Salesforce, while saving valuable time and minimising distractions.
Salesforce Contact Lookup – Use Salesforce in Nexustalk
Our contact lookup integration pulls information about incoming callers directly from Salesforce. That means you know exactly who you’re talking to before you even answer the call.
Need more info about the customer? You can easily view their profile with a single click – no need to manually search on another platform during a call.
Who's it for?
If you’re using Salesforce, we recommend using our integrations to enhance your telephony experience. You can choose the integration that best suits each team member.
Salesforce CTI
This integration is best for making outgoing calls whilst still having access to Salesforce’s key features and contact info. It’s mostly used by sales teams, or other users who want to regularly make outgoing calls from within Salesforce.
Salesforce Contact Lookup
This integration is perfect for anyone who regularly receives incoming calls and needs easy access to customer information. It’s mostly used by customer service teams, or other users who mostly work within the Nexustalk telephony platform.
How it works
Salesforce CTI
Make calls using Nexustalk’s telephony directly from the contact card in Salesforce. Get the whole Nexustalk web app embedded in your CRM with complete softphone capabilities such as receiving, placing and transferring calls (incl. click-to-dial), muting and putting the caller on hold.
Salesforce Contact Lookup
When you receive a call within the Nexustalk platform, our API will automatically look up the caller’s info in Salesforce. You’ll see key details directly in the call widget, as well as a handy link to view the caller’s profile if you need more information.
Key features
Delight your customers
Nexustalk for Salesforce displays essential customer information during the call, enabling a personalised and well-informed customer interaction.
Empower your agents
Nexustalk for Salesforce removes most of the mundane and error prone manual data entry required to keep data consistent offering a more efficient work day with less frustration.
Streamline your work
With Nexustalk for Salesforce, agents no longer need to switch between applications during an interaction, saving time but also maintaining their focus on what matters the most: your customer.
Getting started
How to setup the integration
Select the integrations from the Nexustalk app directory and follow the installation instructions. Use the admin portal to assign licences to your team. You can assign more than one Salesforce integration to the same user.
Already a Nexustalk customer? Check out our support & installation document for Salesforce Contact Lookup.
Requirements
“CRM Integration” user addon for Nexustalk Fixed or Mobile user licence.
Paid Salesforce account, in order to use their call-out feature
Installation instructions
Make sure you have a phone number from Nexustalk and admin access in Salesforce
Click on the following installation link while logged in as an administrator, and authorise the integration
Install the app and authorise your team.
Questions about integrations?
Contact sales, your Customer Success Manager or one of our certified partners to learn more.
