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Phone Options in Salesforce Essentials
Use Salesforce to make and log calls with Sales Dialer or Dialer for Essentials. Or, connect a third-party phone product to Salesforce using Open CTI. All of our phone options let you make and receive calls in Salesforce and log calls to related account and contact records.
- Dialer for Essentials
- Dialer gives you one phone number that your entire team can use to take and make calls in Salesforce. Personalize conversations based on past call history, take notes, and finalize a deal or case details all within Salesforce. Use contact requests to let your customers request a callback when they don’t want to wait, so your team can get back to them later. Upload your own recorded messages and wait music to align your customers’ phone experience with your company.
- Sales Dialer
- Sales Dialer brings you the same calling, call history, and call logging that Dialer for Essentials offers. It also boasts more functionality like multiple phone numbers, personal voicemail, pre-recorded messages for customers, local presence, call bridging to a physical phone, call recording, and more. However, you can’t use contact requests, and call monitoring is not supported.
- Use a Third-Party Phone Product
- Connect your third-party phone implementation to Salesforce so you can take your phone calls in Salesforce with your other work. We provide a guided setup flow that lets you get set up in only a few minutes if you use one of our partners: Supported for Amazon Connect, b+s Connects for Cisco, Five9, and NewVoiceMedia. If you use a different product, we may have a package that you can use in the AppExchange to set it up manually.
Note Sales Dialer and Dialer for Essentials can’t be used together. You can use either one
alongside a third-party phone product, but your team members can’t be added to both
phones.
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