Salesforce Sales Dialer Integration | Kixie

23 November 2015
Integration Salesforce C r m integration Click to call Call logging

Salesforce Sales Dialer Integration | Kixie | Telephones for business

Kixie is pleased to say that we now offer our seamless voice integration with Salesforce CRM as well! If your sales team already uses Salesforce or plans to, then they will instantly increase productivity with our sales productivity software and phone service.  Your sales reps can now make HD quality calls while tracking that information seamlessly inside Salesforce.

**1. Click to call right from Salesforce with our Kixie Phone Call Integration  **

When clicked, Kixie pulls up a window, auto logs call, length of call, recording of call. From there, a sales user can quickly add a call disposition, notes, and even schedule new activities such as a future call.

Click-to-Call Integration Activity Info

2. Automatically creates new phone call leads

Kixie will automatically create names of leads (through our enhanced caller ID system) that are not in Salesforce inside of leads. So if you are dialing numbers and there’s no match of that number, boom everything is done for you.

Automatic Contact Creation

3. Never leave the Leads or Accounts Page

In the “Phone” column under Leads or Accounts, there is the Kixie PowerCall icon where you can quickly crank through an entire list of people to call. The PowerCall overlays for you to quickly add notes and it auto logs the interaction (time, recording, result, etc).

 Click-to-Call Icon

4. Auto create task post call.

After the call completes (and you hang up), it will automatically allow you to schedule a task and prefill in all of the information.

Task Creation

5. Quickly complete Phone calls on the Salesforce Home Screen

Currently, custom tasks and “interaction logging” don’t work really well together from the Salesforce Home Screen. What we have done at Kixie is – if you get a task reminder, it’ll include the phone number. Simply click the Kixie click to call icon, the Powercall windows comes up right on top on Salesforce and quickly complete the task and log the interaction. 

 Task Creation [](/assets/img/uploads/2015/10/Kixie_Click_to_Call_from_Contactually_Dashboard1.png) [](/assets/img/uploads/2015/10/Kixie_Click_to_Call_from_Contactually_Dashboard.png)

6. Syncs with cell phone/existing phone systems

This is super easy to setup and we make it extremely easy to ensure that all phone interactions are auto logged and that the manual data entry process is extremely _limited _for the end user.

7. Plans start $29/mo/user

Kixie is extremely affordable and sits on top of the software that you love, Contactually. You never have to leave Contactually… Kixie just makes the software you love even better :)

To start a free trial in under 3 minutes, no credit card required, please click here. Thanks!

Time to employ a more intelligent phone system?

Kixie requires no system changes and is compatible with most CRMs

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