Salesforce.com Plugin

$2.99/mo/ext. with Desktop

The Salesforce.com plugin for the Desktop allows you to link your Salesforce.com account to your extension(s). The Desktop and the Salesforce.com plugin not only make adding
new contacts easier, you can also integrate your client or lead interactions with Salesforce.com activities.

Plugin launches with incoming call

Salesforce.com screen pop

When your phone rings, the Desktop launches the Salesforce.com plugin and automatically displays your caller’s information on your computer screen.

The Salesforce.com plugin identifies your callers and presents your company’s contacts, leads and accounts.

Full screen view highlights record details

Maximize the Salesforce.com plugin to view record details and add notes.

Instead of trying to search your database while listening to the call, you have all of the information at
hand – immediately.

You can use your call information to create new leads, accounts or contacts, add notes to existing contacts, view communication history, open cases, and view opportunities.

You can use your call information to create new leads, accounts or contacts, add notes to existing contacts, view communication history, open cases, and view opportunities.


When you’re finished taking notes or logging a case, just save and close the application.

Improve sales, customer service and consulting efforts by improving the speed and quality of information available with each call.

Compatibility

The Salesforce.com Plugin is compatible with the Service Cloud Professional, Enterprise and Performance Editions. The plugin establishes an API link between Vonage Business Solutions (formerly Vocalocity) and Salesforce.com. Compatibility with Professional requires the additional Web API service.

How Can I Get the Salesforce.com Plugin?

To get the Salesforce.com plugin, you must first have the Desktop installed. If the program is not yet installed, visit the Desktop page to download and install the application. Then, call 855-367-4322 to have Vonage Support configure your account to work with Salesforce.com. For more information on how to install, configure and use the plugin visit the Knowledge Article for Salesforce.com.

More Information

To learn more about Desktop, visit the Desktop product page.

All FeaturesLooking to make your phone system even more powerful?View our series of VoIP features.See All Features Making
Global Calls
Reach out to international clients with affordable international calling rates. View International Rates