LeadDesk Talk

LeadDesk Talk helps your agents with integrated calling and messaging functionality in Salesforce. All phone and SMS activity is logged in the customer view so you can track the entire communication history in Salesforce.

Make Outbound Calls: Simply click to call and start talking to your customers. Agents can also manually enter phone numbers to call and create new contacts if there's no match in Salesforce.

Receive Inbound Calls: LeadDesk Talk pops up for agents when there are incoming calls from customers and directs them to the customer profile view. Agents can review communication history instantly and provide meaningful support from the beginning of each call. For new support cases, agents can click to create a new ticket and LeadDesk Talk assigns the call and all metadata to a new ticket in the customer profile.

Send Text Messages: Follow up with customers to confirm sales requests or provide additional after-call support.

All LeadDesk Talk calls and messages are logged in the customer profile in Salesforce so your agents can see call status, length, related tickets, call reasons and dispositions. Call recordings can also be accessed when needed.