Salesforce Call Routing

Leverage powerful IVR technology that integrates with Salesforce seamlessly to route callers to the right agent based on contact or lead information, cases, and opportunities.

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Salesforce IVR

PhoneIQ smart routing automatically routes callers to the right agent based on caller ID, connecting them to contact, lead, account, case, and opportunity owners in Salesforce. Reduce wait time and deliver a truly unique customer experience with Salesforce IVR technology.

Leverage your Salesforce data

Easily set up custom routing rules using your existing Salesforce data. If an agent is unavailable, PhoneIQ will automatically reroute the caller to another agent, queue, or ring group based on your smart routing settings.

Pair power salesforce call routing with these amazing features:

Voicemail
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Managed Screen pop
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Local and toll free numbers
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Boost agent performance with leading Salesforce CTI technology.

Power dialer & local presence

Increase connection rates by 4x with power and preview dialing. Import call lists directly from Salesforce using List Views and leverage local presence dialing to present a local caller ID to prospects and customers.

Log every conversation in Salesforce

Capture every customer interaction automagically in Salesforce with PhoneIQ’s advanced automation layer.

Screenpop & click to dial

Empower reps with the right caller information on every call. Enable fast and intuitive outbound dialing with click to call.

Empower management with actionable insights.

Dashboards & analytics

Monitor your call center KPIs and metrics with powerful real time reporting and analytics. Leverage Salesforce native dashboards designed for high output sales teams.

Track call outcome

Gain insight and context into how your call center is performing with disposition code, call purpose, customer mood and call tag reporting.

Monitor & coach reps

Coach reps in real time with call monitoring, whisper and barge. Track call center metrics and agent status in real time with PhoneIQ’s Live Dashboard.

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We have been rated as a 5-star application

Check out our reviews

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”

All-inclusive Telephony for Salesforce.

Multi level IVR

Intelligent phone menus that help route callers to the right agent.

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Call recording

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

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Advanced call queueing

Put callers on hold while agents become available. Choose between various routing options.

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Call monitoring

Allow supervisors to coach agents with monitor, whisper & barge from the supervisor console.

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Voicemail

Access your voicemail from any device. Use visual voicemail and voicemail to email.

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Advanced call controls

Cold & Warm Transfer, hold, call flip between devices, BLF and much more.

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Rep mobility

Make and take phone calls on the go from your PC or mobile device.

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Online meetings

Connect with your team and customers face to face with simple, hassle free, online meetings.

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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

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