Answering Service Integration with Salesforce

Using a SaleForce Web-to-Lead form and our computer telephony integration, we can answer your phone and enter leads right into your SalesForce in real-time. No additional SalesForce licensing required.

It’s like adding another layer to your lead-generation system. As businesspeople, you like to stick with those tools that are the most efficient and streamlined – not to mention those you are comfortable with and those you and your team are already experienced using.

That’s why many of our answering service clients take advantage of our web-to-lead service option…through Salesforce, your lead will go directly into your system. You’ve built so much of your business around Salesforce, and now we want to add even more power and strength to your lead generation activities.

What’s so great about our web-to-lead form service option?

  • No more waiting: You no longer have to wait for a lead to fill out a contact form on your site – now this lead contact information can get into your system instantly.
  • Options: You can give your potential lead the option of calling a phone number for an instant conversation or sharing their information, which will go directly into their Salesforce-powered system.
  • Efficient: No more manually keying information into your system.
  • Trained agents: When filled out online, your web-to-lead form – with its accompanying customized phone script – pops up on our trained agents’ screens.
  • Cost-effective: Using this Salesforce-friendly service cuts back on your expenses and on other valuable resources – no more data entry needed, less man-hours necessary and it’s a fully automated process.
  • On the go: Access information through a mobile device, from your desk or whenever or wherever you need it.
  • Speed things up: By integrating this data directly into your Salesforce infrastructure, you will find that the time related to your sales processes and to your overall communications is reduced.
  • Works well together with other options: When you pair the web-to-lead form option with other answering services such as Follow Me or Auto Attendant, powerful things can happen!
  • Staying with what works: You’re already using Salesforce, so why not use this value-added service that keeps you working in an environment you are already used to working in?

Let’s get you connected! For more information on our web-to-lead-form service option, or to talk about answering service options for your business or practice, contact us today by phone(800.430.6511) or email. We can get you set up in less than one business day!

What Our Clients are Saying

You are so wonderful to us. Just keep being there and no matter who’s on call, with you in the gap we can get through everything. We love you guys and so deeply appreciate your professionalism and warm hearts. Thank you! Melody Gibson, WA, National Center for Missing & Exploited Children and the National Runaway Switchboard.
Perfect, perfect, perfect! The agent had perfect tone, followed the script perfectly, and relayed perfect message. Shari Smith, CA, Insurance Company