Switchvox for Salesforce

Focus on your customers - not your data

Switchvox for Salesforce 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.

Fast and Accurate Logging

Spend more time entering notes about your call and don’t worry about caller details. Switchvox for Salesforce will handle creating new activity logs.

Never Forget to Log a Call

Finished a call but forgot to log it? Access your Switchvox Call Logs directly in Salesforce.

Log Calls on Your Time

Don’t worry about running out of time before finishing your notes from the last call. Save a draft and come back to it at your convenience.

Share Your Status

Keep your coworkers up to date on your availability by managing your status without having to leave Salesforce

Shopping for a VoIP Phone System? Get the Free 2019 Buyer’s Checklist

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 admins – Setup and quickly integrate Switchvox with your Salesforce service in 3 easy steps using the admin guide.

For Salesforce users – After your admin has enabled Switchvox for Salesforce, all you need to do is login to Switchvox inside Salesforce.

Admins

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 FAQs

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.

Yes, the Switchvox for Salesforce Lightning app is available as BETA for Switchvox customers who are Salesforce users or are considering using Salesforce. For more information about the app requirements and how to get it, read the knowledge base article: “How do I use Switchvox for Salesforce Lightning?”.

Switchvox Cloud - Hosted
Phone System

Prefer a monthly subscription
Managed in the Cloud

Switchvox On-Premises
IP PBX

Prefer a capital expense
Managed on-site

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