Create Custom Dialing Lists
Easily create custom dialing lists using Salesforce custom views and filters on Leads, Contacts or Accounts lists.
Import Them Directly From Salesforce
Instantly import your custom view into our Salesforce dialer with a few clicks.
And Start Dialing!
Leverage screen pop, call logging and advanced automations to increase agent productivity.
- Reduce wasted time
Connect callers to the right rep
PhoneIQ offers powerful IVR technology that leverages data inside Salesforce to route callers to the right agent based on contact or lead information, cases and opportunities.
- Increase rep effectiveness
Turn Reps into Experts
Don’t leave agents wondering why customers are calling. Using PhoneIQ reps can have instant visibility into who is calling, engagement with content, past conversations and much more.
- Boost rep productivity
Automate Sales Excellence
Set up advanced workflows to automate repetitive tasks and dramatically boost your teams’ productivity. Supervisors can easily deploy automations that perform automated call logging, automatic task or case creation and attach call recordings to the correct record.
Reporting & Analytics
Monitor your call center metrics and make smarter business decisions with our Native Salesforce Dashboards that deliver deep insights and actionable data for Sales & Service teams.Try free
Keep a pulse on your contact center with real-time analytics and KPI’s. Coach agents with live call monitoring, whisper and barge. Set KPI thresholds and targets for automatic performance monitoring.Try free
Setup real time contact synchronization between Salesforce and PhoneIQ for true bidirectional contact sync. Create custom rules to control which contacts get synced between both platforms.Try free
Administrate all your communications from within Salesforce. Remotely setup and manage locations, users & devices. Securely delegate partial management to supervisors.Try free
Power Anywhere Sales
Empower your team to work from anywhere. Our mobile app for iOS and Android allows reps to make and take business calls, text and access their phone system functionality from anywhere while keeping all their activity in sync with Salesforce.