Sales and Marketing
IT Service Management
Leverage an end-to-end, AI powered enterprise platform to unify customer experiences
By Use Case
Make and receive calls using the Freshcaller app within your salesforce account. With automatic data-sync between Freshcaller and Salesforce, you can say good-bye to switching tabs!
To have great conversations, your sales team needs to have contextual information such as previous conversations, deal details etc. With Freshcaller’s Salesforce phone integration, your sales teams will spend less time searching for information and more time closing deals!
With Freshcaller’s Salesforce phone integration, your team will have all the right tools at their fingertips to greatly increase their productivity and efficiency. Your teams will be able to get more done in less time!
Freshcaller offers a complete on the cloud Salesforce CTI solution. Freshcaller operates on the cloud giving your teams great flexibility and access to powerful features.
Freshcaller offers an intuitive interface and a low learning curve. Bring your team and start calling in hours.
Provide flexibility to your teams to make and take calls on the go with the Freshcaller mobile app
Experience best in class supervisor capabilities with access to performance reports and ability to monitor live calls.
Integrate Freshcaller with Sales Cloud to make and take calls seamlessly from within your CRM. For every call that you handle, a task is automatically logged in your Sales Cloud account. Your contacts are also synced and lead details such as contact name, deal size, status etc will be displayed when you receive a call. Freshcaller’s Sales Cloud integration, helps your team save time and sell faster!
With the Freshcaller phone integration, you can make and receive calls from within your Salesforce Service Cloud without having to switch tabs! When a call arrives in Freshcaller, details of the contact stored in Salesforce is displayed, in addition you can also create new cases and add to existing cases right from within your Freshcaller interface. Use Freshcaller’s Service Cloud integration to boost your team’s productivity and serve your customers better!
To be able to set up the Salesforce phone integration, you are required to have an active Salesforce license and admin privileges for the Salesforce account in which you wish to integrate Freshcaller. Once you have signed up for Freshcaller, you can integrate the Salesforce app from our marketplace and follow the instructions given in our installation guide here. To be able to use Freshcaller within your Salesforce account, you are required to download the managed package of Freshcaller and install it within your Salesforce account. You can find all the necessary information in our installation guide linked above.
Mask your business number with your personal phone number to provide a personal touch while calling prospects.
Learn more about Call Masking
Automate the time-consuming activity of leaving voicemail messages.
Categorize and label the outcome of each call with call tags. Choose from a list of default tags or create your own custom tags.
Use call recordings for monitoring and training purposes, find out what went right or wrong on calls using call recordings.
Learn more about Call Recording
Save time copying and pasting numbers with our Click to call browser extension, simply click a number to place a call.
Learn more about Click to Call
Analyze trends and gather insight into the performance of your phone teams. Utilize our pre-built reports or create custom reports of your choice.
Learn more about Call Analytics
Yes, Freshcaller’s integration works with both Salesforce Sales and Service cloud.
Once you have configured Freshcaller as an App within your Salesforce account. The Freshcaller widget would appear and you will be able to place calls using the Freshcaller widget. For all calls that you handle, inbound or outbound, a corresponding task would be created with all essential details within your Salesforce account.
If a contact exists in Salesforce, anytime an incoming call notification arrives the contact name and status would be displayed. Once the call is connected, the deal details, deal size and all recent activity would also be displayed.
Gift your teams a unified experience
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