Switchvox for Salesforce Lightning
Focus on your customers - not your data
Switchvox for Salesforce Lightning saves you time - so you can focus on your customers
Your company wants data, your clients want your undivided attention - achieve both
Effectively tracking interactions between staff and customers is critical, and every Salesforce note counts. In some cases that one additional documented communication could be key to winning the deal. Salesforce is a great Customer Relationship Management (CRM) tool, if you can utilize it to your favor. Take the power of Salesforce and elevate it with Switchvox integration.
Make More Phone Calls
Save time when dialing a record’s phone number using Click-to-Dial in Salesforce.
Know Who's Calling
Screen pops help you quickly know who is calling, so you can engage your customers with context.
Never Forget to Log a Call
Finished a call but forgot to log it? Access your Switchvox Call Logs directly in Salesforce.
Log In and Out of Queues
Share Your Status
Integration that’s powerful - and easy
Simple, stress-free implementation and configuration
When integrations are cumbersome to manage, the value is diminished. Switchvox for Salesforce makes it easy for administrators and end users to receive the full value of the plugin.
For Salesforce users – After your admin has enabled Switchvox for Salesforce, all you need to do is login to Switchvox inside Salesforce.
A perfect match: Productivity & Affordability
It’s difficult to justify the cost of another piece of corporate software. How do you justify software that simply ties two other entities together? The phone system and Salesforce.com already cost your company, so how do you justify an add-in to your management team?
With Switchvox for Salesforce, you don’t have to. It’s completely free! That’s right. This powerful utility works without any additional licensing, module, or software costs.
Switchvox for Salesforce Lightning FAQ
No, it runs entirely in the Cloud. Salesforce admins can quickly setup the app using the admin guide to configure the settings in Salesforce.
The app runs in your Salesforce account and uses any D-series phone assigned to a Switchvox extension for dialing and call handling.
You can call contacts from within Salesforce by simply clicking on the contact's phone number. For incoming calls, the app automatically brings up any matching contact record to log notes during or after your call.
