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CRM Link for Salesforce

Increase Sales Effectiveness and Support Productivity

The CRM Link was created to provide enhancements to your Salesforce® experience by linking your NetFortris Solutions to your Salesforce CRM system. The CRM Link integrates business communications into the Salesforce environment to improve agent productivity, increase call efficiency and redefine the customer experience. Users enjoy:

  • Click-to-Dial
  • Incoming Call Screen Pops
  • Integrated Dialpad
  • Automated Call Logging with Notes
  • Easy to Set Up and Configure
  • Works in a browser, no software to download
  • Supports PC and Mac

Integrating your NetFortris phone system with Salesforce CRM makes both applications more powerful by bringing together the activities and data that drive your business.

NetFortris' advanced phone system, built-in collaboration capabilities, unique contact center approach and Salesforce integration, work together to help increase the velocity of your business.

Ready to take your CRM to the next level?

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How do Users Benefit from CRM Link for Salesforce?

  • Improved Sales Efficiency – With click-to-dial employees save 15-30 seconds a dial and never dial a wrong number. That means more calls per day and more opportunities to sell.
  • Personal Service – Inbound screen pops let agents know who's calling before they pick up the phone, making it easy to provide immediate, personal service.
  • Accurate Record Keeping – When CRM Link is used to take or make a call, entering call notes into Salesforce is automatic. Your team can focus on customer interaction, yet records will always be complete and up to date.
  • Salesforce Adoption – Integration increases Salesforce adoption because it becomes part of the process of making the call, not something that needs to be updated later.

Overview Video

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