Blog I PhoneIQ

10 min

8 Salesforce Call Center KPIs to Track in 2025 for Revenue Growth

Outbound call centers play a critical role in driving revenue and establishing meaningful customer connections. However, managing these operations effectively requires tracking the right Key Performance Indicators (KPIs). Salesforce provides powerful tools to monitor these metrics and help you optimize your team's performance. Here are eight KPIs you need to focus on in 2025 to turn outbound operations into revenue:

Jan 9, 2025

Kory Westerburg

7 min

5 Things You Should Know about Mortgage Innovation in Salesforce Financial Services Cloud

Since launching Financial Services Cloud (FSC), Salesforce has continued to add generic financial services functionality, but also demonstrates an ongoing investment in sub-verticals like the mortgage industry.

Jul 23, 2021

Tim Bauman

Salesforce

5 min

Top benefits of using the Salesforce Optimizer app

We work day in and day out to make our workspace a perfect place where everything is well organized, well placed and without any wastage.

Jul 22, 2021

Divya Chauhan

Salesforce

10 min

5 tips to create email templates in Salesforce

Anyone who has been in Sales or Service for more than a couple months quickly realizes that they end up sending the same email several times every week.

Jul 21, 2021

Matt Graessle

5 min

Hosted VoIP vs. Traditional Telephony: Advantages of integrating telephony into Salesforce

It’s no exaggeration to say that VoIP has revolutionised the way we communicate with each other - especially when it comes to business communications.

Jul 16, 2021

Daniel Martin

Salesforce

7 min

Comparing Salesforce Sales Cloud and Financial Services Cloud

Salesforce’s product suite has expanded greatly over the last several years to both enhance its base offerings and to compete with smaller CRM competitors that offer niche products within specific industry verticals.

Jul 15, 2021

Tim Bauman

Product Updates

2 min

Product Update: In Call Actions & Contact Sync Enhancements!

At PhoneIQ we understand the importance of shipping new product features and enhancements fast. We work closely with our customers and prospects to understand their needs and build new capabilities based on their valuable feedback.

Jul 14, 2021

Alvaro Vargas

Salesforce

5 min

5 things Salesforce admins should know about Person Accounts

It's now odd to think of a world where B2B companies are all there is. Especially in recent years, B2C commerce has become an enormous part of the business ecosystem, with many success stories about connecting end-users with providers.

Jul 13, 2021

Mathias Viscardi

Salesforce

7 min

Understanding the Salesforce Financial Services Cloud Insurance Data Model

It is no secret that within the Salesforce ecosystem, and generally regarding CRM technology, industry experience and wisdom must be apparent in order to merit the attention of organizations looking to transform digitally.

Jul 9, 2021

Tim Bauman

Salesforce

5 min

15 Salesforce import wizard limitations you should be aware of

Data analysis is a major key to understand problems in an organization and how to flourish the business. It is critical to explore data in meaningful ways. Salesforce is one of the leading CRM and has many success stories attached to it.

Jul 7, 2021

Divya Chauhan

Salesforce

15 min

Five easy steps to quickly create a campaign in Salesforce

Spending the right amount of money on the right campaign to the right people is a must for campaigning.

Jul 6, 2021

Divya Chauhan

Salesforce

10 min

5 Basic Principles to Creating Stable Process Automations in Salesforce

Look, I get it. It's the last week in Q2, and you need to boost productivity to hit your goals… so you add a couple of automations using Process Builder, maybe even a Workflow Rule.

Jul 5, 2021

Chad Hammond

Salesforce

10 min

5 Quick Tips to Merge Accounts in Salesforce Lightning

At some point, almost every organization realizes a terrible truth . . . they have a massive number of duplicate records. Duplicates create a myriad of issues for users.

Jul 2, 2021

Matt Graessle