Multiply your sales team output

Convert more of your pipeline into closed revenue with the leading CTI and sales dialer for Salesforce Lightning.

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Sales Acceleration and High Velocity Dialing for Salesforce

Power dialer & local presence

Increase connection rates by 4x with power and preview dialing. Import call lists directly from Salesforce using List Views and leverage local presence dialing to present a local caller ID to prospects and customers.

Voicemail drop

Enable reps to leave a pre-recorded voice message with one click. Record multiple templates and easily select the most appropriate one.

Screenpop & click to dial

Connect face to face with customers and teammates. Instantly launch multi party meetings from your browser with screen sharing capabilities, no software installation required.

Your most valuable leads are calling

SMART CALL ROUTING

Connect callers to the right rep

Leverage Salesforce call routing to automatically connect callers to the right rep based on Salesforce data like: Lead, Contact, Account or Opportunity Owners.

ENHANCED CALLER INSIGHTS

Turn reps into experts

Provide reps with instant visibility into who is calling, why, via which line and all past customer interactions. Leverage powerful screen pop technology to quickly navigate to customer records, opportunities and more.

Advanced CALL CONTROLS

Powerful in-call actions

Add call comments or tags on the fly using the PhoneIQ CTI. Assign calls to new or existing opportunities, accounts and cases or create followup tasks with a couple of clicks. Everything will be automatically synced and logged into Salesforce, no manual data entry required.

Giorgio Pagliuca
Managing Director at Thrifty
“PhoneIQ allowed us to unite all communications under one system, providing a seamless transition to remote work during COVID-19.”
Diego Acosta y Lara
Director of IT at El Pais
“PhoneIQ’s mobile app was key to mobilizing our workforce. Journalists find it specially useful when paired with automatic call recording”
Chad Hammond
Salesforce Admin at Mobycap
“Since transitioning to PhoneIQ outbound call volume has increased dramatically. Kudos to the entire team for continuing to push the needle forward”

Unlock the insights that help your team close

Monitor & coach reps

Coach reps in real time with call monitoring, whisper and barge. Track call center metrics and agent status in real time with PhoneIQ’s Live Dashboard.

Track call outcome

Gain insight and context into how your call center is performing with disposition code, call purpose, customer mood and call tag reporting.

Dashboards & analytics

Monitor your call center KPIs and metrics with powerful real time reporting and analytics. Leverage Salesforce native dashboards designed for high output sales teams.

PhoneIQ for Sales Cloud Features

Power dialer

Increase connection rates with automated and preview dialing.

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Local presence

Automatically select the best local number when calling prospects to increase answer rates

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Call recording

Setup automatic call recording and listen to conversations for coaching & training purposes.

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Outbound caller ID

Manually select the best phone number displayed as caller ID for each call.

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Click to dial

Click on phone numbers in Salesforce to automatically dial it in PhoneIQ.

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Intelligent routing

Connect callers automatically to the best agent based on Salesforce data.

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Analytics & coaching

Track call outcome in real time and scale sales success across your team predictively.

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Rep mobility

Make and take phone calls on the go from your PC or mobile device.

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Get started in 5 minutes

Start your 7 day free trial or request a personalized demo with one of our specialists

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