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8x8 for Salesforce: Cloud Contact Center | Unified Communications | CTI | IVR

Combine 8x8 and Salesforce into one platform

Paid Add-On Required  

Payment required for external services or products

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Business Need
Sales
Telephony
Requires
Sales Cloud
Service Cloud
Compatible With
Sales Cloud
Service Cloud

Highlights

Out-of-the-box integration with minimal setup required.

Screen-Pop and Contextual Information: Automatically retrieve and present Salesforce records upon initiating or receiving an interaction, offering agents invaluable context, including past call history, to enhance customer interactions.

Interaction Logging and History: Effortlessly record interactions upon completion, accurately linking them to the appropriate record and capturing vital data such as 'Call Duration,' 'Call Recording,' and 'SMS Transcript'.

Automated Record Creation: Automatically generate new records when no match is detected, boosting agent efficiency and ensuring a constantly updated customer relationship system.

Click to Call: Streamline call initiation by simply clicking on a phone number within Salesforce, eliminating the need for manual entry and saving valuable time.

Embedded experience: Handle interactions directly within the Salesforce interface, streamlining workflows and enabling agents to operate from a single pane of glass.

Configuration and customization: Configure CRM Integration workflows via a self-service administration portal.

Provider Details

8x8, Inc.
Campbell, CA USA
Founded
1987
Phone
1.866.879.8647

We empower workforces worldwide to connect individuals and teams so they can collaborate faster and work smarter.

Pricing Details

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work.

A paid 8x8 Contact Center or Work subscription is required for use.

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by 8x8, Inc.
No Ratings
Increase efficiency and the value of the information to drive deal closing, partner management and reporting within your company’s sales department, by adding meeting details into your Salesforce accounts, leads, opportunities and contacts.