What is Salesforce CTI Integration and Why is it Important?

Salesforce CTI (Computer Telephony Integration) connects your phone system to Salesforce, enabling seamless communication with customers. The integration lets businesses resolve challenges like inefficient workflows, delayed response times, and disconnected systems.

On top of that, it provides real-time data on customer profiles, call status, opportunities, etc. Even you can display past interactions with customers, including previous calls, emails, or chats, to provide more personalized information. That’s not it, Salesforce CTI’s capabilities are beyond than just introduced here. Diving deep lets you learn more about the CTI for Salesforce.

A Bit into Salesforce CTI

Salesforce CTI integrates real-time calling directly within the Salesforce system, enabling seamless communication with customers from your computer. Users are not required to work on different platforms for different purposes, i.e., making calls, viewing past interactions, and sending texts.

Salesforce CTI allows you to call conveniently and handle every task with ease. You don’t have to manually type a phone number, just making a tap and calling your customer can ease the procedure. Whether it’s about making hundreds and thousands of calls in a week, you can seamlessly do it while skipping the hassle of a traditional telephony system.

That’s not it, you can even create a link between your Salesforce CRM and cloud phone system. This connection lets you automate mundane, time-consuming, and low-value tasks. Thus, letting you improve your customer experience and driving business growth.

Why Should You Use Salesforce CTI Integration?

Here are multiple reasons on why you should use Salesforce CTI integration for improved customer experience and enhanced operational efficiency.

1.Omnichannel Support

Not just voice calls, but with SMS for Salesforce CTI, you can email and chat with your customers. The system seamlessly integrated with other communication channels, letting you learn about customer interactions across all touchpoints. With Salesforce omnichannel, you can even set a limit on the number of calls dialed by agents. Thus, facilitating fair distribution of work all over the organization.

2.Better Call Routing

CTI for Salesforce routes the call based on agent’s skill set, customer data, or reps’ availability. This ensures calls are routed to the right person, easing the load on those already handling calls. Further, it leads to balanced distribution of work, improved efficiency and enhanced customer satisfaction.

3. Reduced Training Time

While getting training from Salesforce consultants, agents can easily understand the unified interface combining Salesforce and telephony. Moreover, they reduce the time required in moving files from one system to another. On the same platform, they can get up speed on both call handling procedures and CRM.

4.Enhanced First-call Resolution

Making a call is not fruitful until or unless you resolve customer issues. Well, guess what? Salesforce CTI integration allows agents to quickly access customers’ past interaction, demographic and other relevant data during calls. With such information in hand, agents are more likely to resolve issues on the first call itself, eliminating the need for follow-up calls.

5.Scalability and Flexibility

The most amazing and yet another benefit of using Salesforce CTI is scalability and flexibility. Yes, the platform scales as your business grows. While getting ongoing support and assistance from Salesforce consultants, you can add more agents, expand functionalities, and integrate new communication channels to your existing system.

6.Improved Reporting and Analytics

Salesforce CTI, being a unified platform, integrate telephony data. That means, you can capture relevant insights into call duration, call metrics, response times, agent performance, etc. Collecting and analyzing this data helps you optimize your process in a way that improves your business overall efficiency and performance.

7.Automatic Call Logging and Case Creation

Do you know what sets Salesforce CTI apart from others? Well, it’s automatic call logging. Calls are automatically logged in Salesforce with information like customer details, case creation, call duration, etc. Agents are no longer required to invest their crucial working hours in manually recording these entries. With automated recording, every interaction gets documented properly.

8.More Personalized Interaction

As agents can access customer preferences, history, past interactions in real-time, they can offer more personalized services like never before. All thanks to the Salesforce CTI. The system triggers a “screen pop” that immediately shows the relevant customer information, letting agents address customers’ concerns without having to ask for information.

9.Streamlined Compliance

To ensure call recordings are properly tagged and stored, Salesforce CTI can get easily integrated with compliance tools. That means, you can meet all your legal requirements without any manual intervention. Thus, focusing on what matters the most—enhancing customer experience and streamlining business operations.

GirikSMS—Empower Your Agents with the Magic of Salesforce CTI

GirikSMS, a CTI for Salesforce, developed by the technocrats of Girikon, lets you easily place a call and leave a text to your end-customers. Being integrated with Salesforce, the platform ensures gathering relevant data/information and use the same for enhancing the interaction.

That’s not it, GirikSMS offers various capabilities like sentiment analysis to respond accurately upon identifying users’ sentiments. Its AI-powered conversation leaves no room for inefficiencies, automating customer interactions and enabling agents to deliver personalized and faster customer service.

In combination with AI and Salesforce CTI, GirikSMS optimizes workflow and sets new standards in customer engagement. Want to learn more about how the platform helps you turn chats into leads? Get in touch with the experts and learn why you should use the tool to send SMS from Salesforce for the desired results.

About Author

shivani

Shivani is a Technical Content Specialist at Girikon with deep expertise in turning intricate technologies into engaging narratives. Her renowned experience and keen interest in technologies allows her to draft compelling and digestable insights for tech-savvy leaders. She helps businesses navigate the labyrinth of innovation, leveraging her proficient skills and visionary attitude.