Salesforce Sales Cloud with InGenius Telephony Integration

InGenius® Connector Enterprise enables Salesforce® Sales Cloud® users to increase their productivity and outbound call capacity. Salesforce integration ensures that all relevant information about a prospect is available as the outbound salesperson clicks-to-dial.

InGenius Connector Enterprise enables Salesforce Sales Cloud users to increase their productivity and outbound call capacity with feature such as click-to-dial, screen pop, automated call logging and screen transfer.

Here is a sales representative named Steve. His role is to call prospects to sell his organization’s products and services to generate leads.

Steve starts his day by dialing through a list of leads in Salesforce. His goal is to quickly dial through a list of numbers and speak with prospects around the world. With click-to-dial, Steve never needs to leave the Salesforce window, and never wastes time punching in numbers or misdialing from his desk phone. Steve can make more calls each day.

With intelligent dialing by InGenius, click-to-dial always works, regardless of the country or area code the user and caller are located in, and the format of the phone number stored in Salesforce. All of Steve’s phone controls are located in the Salesforce window, eliminating the need to switch between windows or fumble with his desk phone. He can see the duration of the call and quickly enter notes based on the configurable call log templates.

After a brief conversation with the prospect, Steve realizes he needs to transfer the call to an account manager. Using screen transfer by InGenius, all of Steve’s call notes, related objects and currently open records are automatically popped on his co-worker’s screen, so the prospect doesn’t need to repeat any information. Once the call is transferred, he chooses a wrap-up code defined by his business and logs the call in Salesforce.

When Steve receives calls, his screen pops the customer’s information by matching the caller ID. All information about the caller is at Steve’s fingertips, eliminating the need to ask the identity of the potential buyer, making for a more personal business interaction.

Steve’s managers are able to leverage their existing reporting tools to measure agent performance, and make management decisions based on call data InGenius automatically stores in Salesforce. InGenius provides visibility into all prospect touch points, enabling a 360-degree view of the customer interaction.

71% of call centers report that system and tool inefficiencies disrupt and slow down agents. Having the tools and information required to provide exceptional customer interactions makes the difference between winning and losing sales. For more information on telephony integration in Salesforce Sales Cloud, visit us today at