PhoneIQ | Blog: Salesforce Category

22 min

Understanding the Salesforce Financial Services Cloud Insurance Data Model

As a Salesforce developer working in the insurance vertical, I often hear that the Salesforce Financial Services Cloud (FSC) insurance data model is too complex to manage. In my experience, once you break it down into logical domains aligned to business processes, you can implement a robust model that supports advanced capabilities, including CTI integrations, call handling, analytics, and omni-channel engagement

Nov 4, 2025

Kory Westerburg

20 min

10X Your Salesforce Experience with Cutting-Edge CTI and Call Center Software

Revolutionize your CRM with Salesforce CTI and modern phone systems like PhoneIQ. Discover key features, benefits, comparisons, and expert tips to elevate your call center operations.

Jun 10, 2025

Kory Westerburg

Salesforce

12 min

Why Your Sales Team Needs a Power Dialer in Salesforce

In the fast-paced world of outbound sales, speed and precision are everything. Reps are expected to hit high-volume call targets, personalize outreach, and log every interaction—all without missing a beat. The problem? Manual dialing and scattered systems drain productivity. That’s where a power dialer in Salesforce becomes a game-changer. Let’s break down why your team needs one—and how features like CTI integration, auto dialers, IVR, call recording, and more can transform your sales motion from chaotic to scalable.

May 29, 2025

Kory Westerburg

Salesforce

5 min

5 Best Dashboard ideas for Salesforce you had never thought of - Updated for 2025

In 2025, Salesforce dashboards have evolved beyond traditional reporting tools to become dynamic, AI-driven platforms that provide real-time insights and foster strategic decision-making. Building upon foundational concepts, here are five innovative dashboard ideas tailored for today's sales and revenue teams:

May 20, 2025

Kory Westerburg

Salesforce

12 min

Transforming Sales and Service with Salesforce CTI: A Complete Guide to CTI Integration, IVR, Call Analytics & More

Delivering exceptional customer experiences isn’t just a nice-to-have—it’s a competitive necessity. As organizations strive to meet rising customer expectations while boosting efficiency and revenue, technology continues to play a central role. Salesforce, the world’s #1 CRM platform, empowers businesses to manage customer relationships effectively. However, its power multiplies when combined with Computer Telephony Integration (CTI). Enter Salesforce CTI: a game-changing solution that bridges the gap between telephony systems and Salesforce, empowering sales and service teams to work faster, smarter, and more effectively.

Apr 29, 2025

Kory Westerburg

Salesforce

10 min

Salesforce Dashboard Examples: Maximize Productivity with Real-Time Data

alesforce dashboards are one of the most powerful tools for real-time data visualization and analysis. They enable sales, customer service, and marketing teams to make data-driven decisions and improve operational efficiency. A well-designed dashboard can provide a clear view of performance, detect trends, and help identify opportunities for improvement.

Apr 2, 2025

Kory Westerburg

Salesforce

7 min

The Ultimate Guide to PhoneIQ's Call Center CTI Features in 2025

PhoneIQ’s Call Center CTI features are designed to revolutionize customer interactions by enhancing automation, data-driven decision-making, and seamless agent workflows. In this comprehensive guide, we’ll explore the key features of PhoneIQ’s CTI and why it is the ultimate solution for businesses looking to scale their customer support and sales operations.

Feb 11, 2025

Kory Westerburg