What we integrate

  • Customer screen pop: On an incoming call, the caller’s number is looked up in Salesforce and the matching customer record opens for the agent.
  • Click-to-call: Agents start calls from the phone number on the customer record in Salesforce.
  • Call logging: Call duration, outcome and notes are logged on the customer record as activities.
  • Contact center applications: Where needed, we build custom contact center screens for agents on Salesforce (for example with Experience Cloud) that work interactively with Alotech.

How it works

We make the two systems work together using the services Alotech provides and Salesforce’s telephony integration framework. We design your call flow, agent screens and reporting needs together with you.

What you gain

  • Agents know the customer before the conversation starts, and calls get shorter.
  • Every conversation is recorded as part of the customer’s history.
  • Contact center, sales and service processes run on the same platform.
  • Contact center performance is tracked with Salesforce reports.

Other Integrations

All Integrations