Talkdesk for Salesforce logo

Talkdesk for Salesforce

AI Contact Center | Agentic AI | CTI | Analytics

By TalkdeskTelephony

Rating
4.7
Reviews
699
Pricing
Paid
From $10 per user per month
Listed since
2016

About Talkdesk for Salesforce

Deliver exceptional support and outbound engagement

Seamlessly bring Talkdesk and Salesforce together to drive agent productivity, reduce manual tasks and personalize every interaction, leading to 19% CSAT improvement, 23% wait time reduction, and 21% time to answer reduction

Seamless integration Talkdesk's CTI integrates seamlessly to give agents advanced features such as screen pops, SSO, outbound caller ID & more. Calls are auto-logged to ensure accuracy and consistency without altering workflows

Intelligent routing Talkdesk Studio uses data dips and integrates with Lightning Flows to get customers to the right agent with context-driven routing based on the case, lead, contact & more

Proactive outbound Load and launch Talkdesk Power Dialer for fast & efficient outbound campaigns. Utilize smart SMS for automated follow-up or proactive messages. Integrates with Salesforce High Velocity Sales (HVS)

Two-way data sync Ensure data between Salesforce and Talkdesk is always consistent with continuous two-way data sync

Quick setup in Salesforce Deploy Talkdesk for Salesforce, add Talkdesk licenses, and assign user permissions—all without ever leaving Salesforce.

Highlights

  • Endless automation possibilities: With pre-built and custom automations, Talkdesk for Salesforce integrates with Salesforce Lightning Flow, so you can trigger automations based on events in your call center. The possibilities are endless.
  • Powerful Omnichannel solution: With Talkdesk, you can provide both phone and SMS support directly within Salesforce. Easily manage work items across multiple channels by leveraging an extensive integration with Salesforce Omni-Channel.
  • Comprehensive real-time & historical reporting: Real-time dashboards, historical reporting, and detailed breakdowns of call center metrics give you information at-a-glance, directly embedded in Salesforce.

Screenshots

The Cloud Contact Center: Talkdesk

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The Cloud Contact Center: Talkdesk

Pricing

Paid, from $10 per user per month.

Talkdesk for Salesforce plans
PlanPriceBilled
Default Plan$10 per userMonthly

Requires Talkdesk Professional license. Contact us for more details.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
Requires
  • Sales Cloud
  • Service Cloud
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on July 17, 2023
Industries
  • Financial Services
  • Healthcare & Life Sciences
  • Retail
Languages
  • English
  • French
  • German
  • Portuguese
  • Spanish

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