PhoneIQ | Blog: Customer Support Category

55 min

How to Train New Salesforce Users on CTI Tools: A Practical Guide for Sales and Support Teams

Bringing a new rep onto a Salesforce-powered team is already a significant onboarding investment. Add a CTI tool to the mix and the complexity multiplies fast. Now you are not just teaching someone how to navigate a CRM. You are teaching them how calls connect to records, how logging works, how routing decisions get made, how to read a screenpop under pressure, and how to disposition a call correctly so the data your managers depend on for forecasting and coaching actually means something.

Mar 26, 2026

Kory Westerburg

2 min

10 Key Building Blocks For Your Inbound Calling Strategy

Every business needs to find a way of keeping its customers happy - and sales leads flowing. If you want to stay competitive in this highly connected, hyper-personalized world, a single helpline number isn’t enough to meet your customers’ needs.

Nov 9, 2022

Estelle Nagel

Customer Support

5 min

How virtual phone numbers can drastically improve your call center performance

International call centers can use virtual numbers to establish a local presence and boost productivity.

Dec 24, 2021

Estelle Nagel

Customer Support

7 min

How to Create Effective Sales Call Scripts in Salesforce

As automation grows, several businesses are trying to shift to labor-free processes. However, sales services and call centers can't be automated easily because customers want to talk to another person, not a robot.

Dec 8, 2021

Estelle Nagel

Customer Support

10 min

Salesforce Call Recording And Call Monitoring – Best Practices

Call center managers need to develop recording and analyzing strategies to seamlessly juggle their administrative and managerial tasks while also fitfully serving customers to continue bringing in business

Nov 12, 2021

Ian Haynes

Customer Support

5 min

4 reasons why you should use Salesforce call routing to improve Inbound Call Center Performance

Salesforce Call Routing or Smart Routing is a feature that can detect the caller's incoming number and automatically route them to the most suitable -and available- agent to take that call. This means that if a customer is calling, the IVR can route the caller to the customer's account executive with no caller input or, alternatively, to a sales queue or voicemail if the AE is unavailable.

Sep 3, 2021