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.

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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

CALL STEP COMPLETION

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.

CALL RESULT BRANCHING

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.

BOOST AGENT PRODUCTIVITY

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.