PhoneIQ for Salesforce Sales Engagement

Sell at lightning speed with a complete CTI solution that brings together automated activity capture, power dialing and unlimited calling in Salesforce.

Integrate voice into your sales cadence

PhoneIQ provides a fully integrated CTI solution for Salesforce Sales Engagement. Using click to dial from their work queue, reps can quickly move through their call steps and cadences, while automatically logging all phone activity, disposition codes and call recordings to the appropriate record in Salesforce.

Seamlessly move through your cadence’s call steps
Leverage productivity tools like: local presence and call notes
Unlimited calling to the US and Canada
Track call outcome with automated activity capture

Power through your work queue with automated outbound dialing

Import your pending call steps directly into your power dialer and kickstart highly productive sessions. Enable reps to easily group calls by cadence and cadence step.

More dials. More Wins. More Revenue


Seamlessly move through your cadence

Allow reps to initiate outbound calls directly from their work queue using click to dial. Once the call is completed, call related data will be automatically synced to Salesforce and the call step will be marked as completed or not based on your preconfigured call results.


Branch your cadence using call results

Easily map PhoneIQ disposition codes to Salesforce Sales Engagement predefined call results to automatically branch your cadence based on call outcome. No manual input from your reps means more time spent dialing, and more revenue.


Powerful in-call actions

Leverage powerful in-call controls like call transferring, voicemail drop, agent comments, tags, call assignment to new or existing opportunities and more. Call data will be automatically synced and logged into Salesforce, no manual data entry required.

Giorgio Pagliuca
Managing Director at Thrifty
“PhoneIQ allowed us to unite all communications under one system, providing a seamless transition to remote work during COVID-19.”
Diego Acosta y Lara
Director of IT at El Pais
“PhoneIQ’s mobile app was key to mobilizing our workforce. Journalists find it specially useful when paired with automatic call recording”
Chad Hammond
Salesforce Admin at Mobycap
“Since transitioning to PhoneIQ outbound call volume has increased dramatically. Kudos to the entire team for continuing to push the needle forward”

PhoneIQ for Salesforce Sales Engagement Features

Power dialer

Increase connection rates with automated outbound and preview dialing.

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Local presence

Automatically select the best local number when calling prospects to increase answer rates.

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Outbound caller ID

Manually select the best phone number displayed as caller ID for each call.

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Call recording

Setup automatic call recording and listen to conversations for coaching & training purposes.

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Click to dial

Dial out by clicking phone numbers within the Salesforce interface.

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Call result branching

Automatically branch cadences based on call outcome.

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Voicemail drop

Leave a pre-recorded voicemail message on your prospects inbox with one click.

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Analytics & coaching

Realtime and historical reporting gives managers instant visibility into performance.

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Get started in 5 minutes

Start your 7 day free trial or request a personalized demo with one of our specialists