SAN Softwares
SanIPPBX

Salesforce Integration with SanIPPBX

Organised Communications, Boost Efficiency

Salesforce Integration With SanIPPBX

Efficient communication is the key to every successful enterprise. Integrating Salesforce with SanIPPBX can change the way you manage customer interactions by effortlessly aligning CRM functionalities with advanced telephony features. This integration boosts the team with tools like click-to-dial, advanced call routing, real-time synchronization, increased productivity, and a user-friendly interface.

Key Features with Salesforce Integration

Automatic Dialing

Advanced Call Routing

Route incoming calls through IVR, parallel ringing, or sequential ringing to ensure efficient call handling and improved customer satisfaction. These advanced routing capabilities are integral to effective Telephony Solutions For Salesforce.

Trusted Call Recording Software

Click-to-Dial Functionality

Enable or disable click-to-dial for users, allowing them to initiate calls with a single click from within Salesforce, reducing call handling time and improving efficiency. This feature is a key part of Salesforce Telephony API and enhances overall productivity.

Realtime Analytics

Direct Incoming Calls

Direct incoming calls to specific users, ensuring that calls are handled by the right person promptly.

Multilevel IVR System

Enabling/Disabling Integration

Manage the integration directly from the SanIPPBX portal, giving you complete control over your communication setup.

Realtime Analytics

Real-Time Call Logging

All incoming and outgoing call activities are logged in real-time within Salesforce, providing your team with accurate and up-to-date information for better decision-making and customer interaction. Salesforce CRM Integration with SanIPPBX ensures seamless logging and tracking of all call activities.

Common Problems Solved by Salesforce Integration with SanIPPBX

Do You Also Spot Disconnected Communication Channels?

Handling calls across multiple platforms can be chaotic and inefficient. With Salesforce Integration with SanIPPBX, you can enable and disable the integration directly from the SanIPPBX portal. This seamless Salesforce CRM Integration ensures that all communication is managed within a single platform, reducing complexity and improving call handling efficiency. Whether it's routing incoming calls via IVR, parallel ringing, or sequential ringing, your team can focus on delivering exceptional customer service without the hassle of juggling different systems.

Tired of Time-Consuming Call Management?

Manually managing calls can be time-consuming and error-prone. The click-to-dial functionality allows users to initiate calls directly from Salesforce, streamlining the process and minimizing the chances of misdials. This feature enables your team to make outgoing calls with ease, directly from their system or through the Salesforce interface, significantly reducing call handling time and increasing overall productivity. With Salesforce Telephony Integration, your business can handle calls more efficiently, leveraging the powerful features of Salesforce CRM Telephony API.

Tired of Time-Consuming Call Management?

Manually managing calls can be time-consuming and error-prone. The click-to-dial functionality allows users to initiate calls directly from Salesforce, streamlining the process and minimizing the chances of misdials. This feature enables your team to make outgoing calls with ease, directly from their system or through the Salesforce interface, significantly reducing call handling time and increasing overall productivity. With Salesforce Telephony Integration, your business can handle calls more efficiently, leveraging the powerful features of Salesforce CRM Telephony API.

Are You Facing Inefficient Call Routing?

Poor call routing can lead to missed opportunities and frustrated customers. With the Salesforce Integration with SanIPPBX, you can route incoming calls efficiently. Whether it's directing calls to a specific user, routing through IVR, or using parallel or sequential ringing, this integration ensures that calls reach the right person promptly. Additionally, features like blind transfer allow seamless call transfers, improving the customer experience and ensuring no call is left unanswered. Integrate Telephony with Salesforce to enhance your call routing capabilities and improve customer satisfaction.

Is There a Lack of Real-Time Data?

Without real-time synchronization, tracking customer interactions and maintaining accurate call logs can be challenging. This integration ensures that all call activities, both incoming and outgoing, are logged in real-time within Salesforce. This real-time sync provides your team with up-to-date information, helping them stay informed and proactive in their customer interactions. Accurate data enables better decision-making and enhances overall business operations. Salesforce CRM Telephony Integration is essential for maintaining real-time data and improving operational efficiency.

By integrating Salesforce with SanIPPBX, your business can streamline communication processes, enhance productivity, and deliver superior customer service. This integration is designed to solve common communication challenges, providing a seamless and efficient solution for modern businesses. Salesforce CRM Integration with SanIPPBX offers robust telephony solutions that enhance your CRM capabilities and streamline your operations.

Schedule a demo today and discover how Salesforce Integration with SanIPPBX can transform your business communication.

Is there a Lack of Real-Time Data?

Without real-time synchronization, tracking customer interactions and maintaining accurate call logs can be challenging. This integration ensures that all call activities, both incoming and outgoing, are logged in real-time within Salesforce. This real-time sync provides your team with up-to-date information, helping them stay informed and proactive in their customer interactions. Accurate data enables better decision-making and enhances overall business operations. Salesforce CRM Telephony Integration is essential for maintaining real-time data and improving operational efficiency.

By integrating Salesforce with SanIPPBX, your business can streamline communication processes, enhance productivity, and deliver superior customer service. This integration is designed to solve common communication challenges, providing a seamless and efficient solution for modern businesses. Salesforce CRM Integration with SanIPPBX offers robust telephony solutions that enhance your CRM capabilities and streamline your operations.

Schedule a demo today and discover how Salesforce Integration with SanIPPBX can transform your business communication.

Trusted by More Than 1500+ Clients

Our Amazing Clients Are Saying

Gaurav Sood (DM-Information Technology)
Max-hospital

MAX users login thru VPN. In last 3-4 days we did the activities as per the client needs for TTS process, Movement of Gateways, Database indexing, New Extension mappings with user IDs for VPN users. Thank you for giving all required support during this emergency timings.

Jasdeep (Vice President)
gyfter

Thank you for your support in setting up work from home for us at Vouchagram in a fairly short period. Your readiness for support and problem-solving acumen is commendable and I look forward to it as we move along. Once again, many thanks for your support and availability.

Nitesh Verma (DY Manager-NOC)
para

I am writing to appreciate and thank you for the quality of support you have provided to us. We sincerely appreciate your efficient customer service, and the level of detail and accountability you have demonstrated on each project. Would like to especially thanks to Mr Saurabh, Shashank and Rashid for their valuable support throughout.

Harpreet Singh Malhotra (Sr. Vice President-Sales)
moneymantra

I want to thank you in particular & the entire team at SAN Softwares, who came in handy in the tough times of COVID-19 to help us redefine our sales process via the SanCCS app. It helped us cope with the home culture & get our managers to drive & track the business proactively.

Sambit Panda (Deputy Manager)
cement

We are pleased to inform you that today we went live with our HDigiCube Mobile App and CRM portal. The SAN team have done a good job which was reflected in the final product and was appreciated by our management as a 1st project with SAN Softwares. We are looking forward to more projects in association with SAN Softwares.

Sharad Kumar (Director)
dcent

I still remember When we approached you for VedaERP, and after testing it, we finally realised “ This is it”. It’s the best and only solution for any National/Regional Distributor: Veda ERP from SAN Softwares. My team is now much more efficient than before. Thanks to SAN Softwares Team.

Vivek Ramakrishnan (Director)
tect

We witnessed a new level of confidence and reliability right from the first call centre software demonstration we had from SAN (nearly two years ago) and continuing throughout the solution's deployment. We are grateful for a supportive partner like you. The determination and dedication of Team members like Roushan have contributed significantly to the successful completion of numerous projects.

Samarth Jain (VP Technologies)
silarias

We planned to scale up our business processes as well as enhance our service delivery standards. But the cost factor and the rigidity of the solution towards process changes were not favoring us. We evaluated SAN on the same platform and found it a perfect fit for our critical processes. The solution was a quality technology product packaged at a reasonable cost.

Why Choose Us?

We intensely care about the people we work with and the products we create.

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Why Choose Us?

We intensely care about the people we work with and the products we create.

Great Place to Work & ISO Certified Company

Frequently Asked Questions

FAQ Icon
San-IPPBX is a voice-over-IP (VoIP) communication system designed to manage incoming and outgoing calls within an organization using internet protocol (IP) networks. It replaces traditional telephone systems with advanced features and functionalities.
Unlike traditional PBX systems, San-IPPBX operates over IP networks, offering enhanced flexibility, scalability, and cost-effectiveness. It also integrates seamlessly with various software applications and provides advanced call management features.
Some key benefits of San-IPPBX include cost savings on calling expenses, scalability to accommodate business growth, advanced call routing and analytics, seamless integration with CRM systems, and dedicated technical support.
Yes, San-IPPBX offers integration with popular CRM platforms such as Zoho, Salesforce, and Hubspot. These integrations enable users to make calls directly from the CRM interface, log call activities, and access customer information for improved communication and productivity.
Yes, San-IPPBX is compatible with mobile devices. It offers a mobile app called SanDialIt, which allows users to make and receive calls, access call history, and manage their communication system on-the-go using Android devices.
San-IPPBX employs advanced security protocols to ensure the confidentiality and integrity of business communications. It encrypts voice data, implements access controls, and provides regular security updates to protect against potential threats.
Yes, San-IPPBX is suitable for businesses of all sizes, from small startups to large enterprises. Its scalable architecture allows businesses to customize their communication system according to their specific needs and budget constraints.