Boost productivity and win rate when you integrate your phone calls and texts with Salesforce. Integrate with a single click to eliminate 80% of the busywork from sales and spend more time closing deals and crushing quota.
Dial uninterrupted – send follow up emails and move deals to the next stage with a single click.
Never forget a new lead – create and update contacts automatically when you call with Kixie.
Breathe easy – your calls, texts, recordings and outcomes are logged automatically.
Kixie integrates natively with Salesforce, meaning no other software or advanced knowledge is needed. First, a Salesforce admin will need to follow a few short steps to set up the account-wide integration, which takes just a few minutes. After this step is completed, all other users will be able to integrate their Kixie accounts with Salesforce in seconds with just a couple of clicks.
Any time a call is made to or received from a Salesforce contact, Kixie automatically displays that contact's pertinent information (such as name, title, account, opportunity and opportunity amount, and email address) in the Kixie dialer. Salesforce contact info can also be edited or updated inside the Kixie dialer during or after the call.
Kixie automatically creates a new contact in Salesforce any time a call is made to or received from a number that is not associated with an existing contact or lead. The agent who made or received the call will automatically be made the contact owner, and the contact will be given a first and last name (pulled from the CNAM database). These contacts can be edited right inside the Kixie dialer, before or after the call has ended.
Kixie's click-to-call dials numbers with one click, and click-to-text opens up a window to compose a text. With SMS templates and click-to-text, sending a text is just 3 clicks away.
Turn Salesforce into a full-fledged sales engagement platform with powerful calling and texting features.
We love what this dialer has done for our company, especially as users of Salesforce. The integration was easy, the outbound call capabilities really help you cast a wider net. Product has exceeded expectations, will use for years to come!
— Frankie DiAntonio
Trusted by 5000+ sales teams worldwide