Salesforce and 8x8 Integration - NSL Telecoms

Yes it does!

We know how frustrating clicking between apps can be, open this one to take notes, and that one to make a call, but with 8×8 Work for Salesforce, you never need to switch apps again. Ever.

The integration leverages your existing Salesforce investment by enabling 8×8’s powerful communications suite to effortlessly connect with your customers – right from within Salesforce.

You can automate workflows and redundant tasks, streamline work and drastically improve the experience for both your customers and your employees.

What are the benefits?


Integrated collaboration:

  • Link calls to accounts, contacts, leads, opportunities and more
  • Click to dial right from within Salesforce
  • Receive screen pops with customer details for incoming and outgoing calls
  • See other employees’ presence, chat and make transfers
  • Record any conversation

Enhanced Workflows:

  • Create call notes to an account, contact, lead, or opportunity at any time
  • Add follow-ups during or after a call
  • Review “unworked” calls that need logging
  • Search Salesforce for call related activity information and notes for any customer

Task Automation:

  • Automated call information logged with every call
  • Automated attachment of recording links with every call

 

Want to know more?


You can watch this quick video which will give you an introduction into the product.

Salesforce and 8x8 IntegrationOr download our pdf with more info on how the integration is set up and works. Click here.
We’d be happy to talk you through your options. Click here to send us an email.