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Watch Our Features in Action!

See how easy it is to enhance your Salesforce experience with VICIDIAL's seamless call center integration. Watch the demos below to see how each feature works.

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Introduction to Salesforce and VICIDIAL Integration

Watch the overview of how the VICIDIAL dialer integrates directly with Salesforce to create a seamless experience for your agents.

  • Make and receive calls directly within Salesforce
  • Improve agent productivity with all tools in one place
  • Minimize the need to switch between multiple systems

Click-to-Call Directly from Salesforce

See how your agents can instantly dial any phone number in Salesforce with just a click.

  • No need for manual dialing—just click any phone number in Salesforce
  • Instantly connect with your customers and improve call handling time
  • Focus more on customer interaction, less on switching between systems
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Real-Time Incoming Call Popup

Watch how incoming calls automatically redirect to the relevant Salesforce customer detail screen.

  • When an inbound call arrives, the Salesforce integration automatically pops up the customer’s details page.
  • Create Ticket, Opportunity, or Account directly from the incoming call popup, all within Salesforce.
  • Enhance the customer experience by providing agents with complete customer data instantly.

Call Recording and Easy Access

See how all calls are automatically recorded and stored within Salesforce for easy playback and review.

  • Automatically record and store all customer calls for compliance, training, or quality assurance purposes.
  • Easily access past call recordings directly from the Salesforce interface.
  • Manage and review calls with ease to ensure consistent quality and compliance.
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How It Works: A Seamless Integration for Your Agents

01

Log into Salesforce:

01

Log into Salesforce:

Agents sign in to Salesforce as usual.

02

VICIDIAL Widget Appears:

02

VICIDIAL Widget Appears:

The VICIDIAL dialer widget appears at the bottom left of the screen, integrated into the Salesforce interface.

03

Make/Receive Calls:

03

Make/Receive Calls:

With the click-to-call feature, agents can dial directly from Salesforce or receive incoming calls seamlessly.

04

Manage Calls with Ease:

04

Manage Calls with Ease:

Agents can use disposition options, park calls, transfer calls, and manage their statuses (active, inactive, or on break).

05

Call Recording:

05

Call Recording:

All calls are automatically recorded, and the recordings can be accessed directly within Salesforce for later use.

Key Features of Our Salesforce-VICIDIAL Integration

Click-to-Call from Any Salesforce Screen

Instantly make calls by simply clicking any phone number in Salesforce, saving time and improving call efficiency.

Real-Time Incoming Call Popup

When a call comes in, the customer’s Salesforce record automatically appears on screen—empowering agents with the information they need to provide exceptional service.

Create Ticket, Opportunity, or Account

If the call relates to a new inquiry, agents can instantly create a new Ticket, Opportunity, or Account directly from the call interface.

Handle Calls from Unknown Numbers

Calls from unknown numbers will prompt agents to create a Contact, Lead, or Account—ensuring every conversation is tracked.

Call Recording

Automatic recording of calls directly inside Salesforce for easy access and quality

Benefits of Integrating Salesforce and VICIDIAL

  • Seamless Integration:The VICIDIAL dialer is fully embedded into your Salesforce environment, reducing the need for external applications and boosting efficiency.
  • Enhanced Agent Productivity:Agents can handle calls, update records, and take action—all within the same interface, reducing manual data entry and switching between tabs.
  • Improved Customer Experience:With automatic customer record popups and easy access to data, agents can deliver faster, more personalized support.
  • Better Call Management: Features like call dispositions, call parking, and easy call transfers allow agents to manage calls more effectively.
  • Automatic Call Recording: Store all calls securely in Salesforce for easy access, review, and compliance purposes.

What Our Customers Are Saying

"This integration has completely transformed our team’s workflow. Agents no longer need to toggle between Salesforce and VICIDIAL; everything is in one place, which saves time and improves customer satisfaction."

JD

John D.

Call Center Manager review

"We love how easy it is to create opportunities and tickets directly from incoming calls. Our agents are more efficient, and our customer satisfaction has gone through the roof!"

SM

Sarah M.

Sales Operations review

Ready to Experience It for Yourself?

Start transforming your call center operations with the Salesforce-VICIDIAL integration today!

How Does the Salesforce-VICIDIAL Integration Benefit Your Business?

  • Streamline Agent Workflow:No more switching between multiple screens—everything your agents need is right within Salesforce.
  • Increase Customer Satisfaction:Faster response times, better data accessibility, and a smoother call flow lead to a better customer experience.
  • Enhance Sales & Support Team Efficiency:With the ability to create tickets, opportunities, and accounts from calls, your team will be able to take immediate action, increasing overall productivity.
  • Ensure Compliance & Quality Assurance: With automatic call recording and easy access to past interactions, you’ll be able to monitor performance and ensure compliance effortlessly.

Pricing

We believe in providing great value for your business, with clear, affordable pricing.

Installation & Setup:
  • One-time setup fee of $250 covers the full installation and setup of the Salesforce-VICIDIAL integration, ensuring everything is configured and ready to use.
Per User Charges:
  • Ongoing usage is $5 per user/month, which includes continuous access to all features, updates, and support.

Get Started Today

Want to see how the Salesforce-VICIDIAL integration can work for you? Let’s schedule a demo!

Trusted Customers

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  • Meanwhile, we signed an NDA to ensure the highest level of privacy.
  • Our pre-sale manager presents project estimates and an approximate timeline.

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