AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

CTI for Salesforce by Moontalk

Moontalk provides an easy-to-use Salesforce mobile phone integration CTI

Overview

Moontalk provides an easy-to-use Salesforce mobile phone integration: CTI | open customer cards | call log also for mobile calls | click to call | richer customer data |

1 of 7

See How CTI for Salesforce by Moontalk Works

  • Easy to use Salesforce CTI – Instant and flexible Salesforce phone integration which adapts to your workflows and adds call center features to your Salesforce experience.

  • Turn mobile calls into valuable data – Track your company's mobile calls and connect it to Salesforce, automatically.

  • Automatically open up client cards – With Moontalk Salesforce integration Inbound calls automatically open up correct client cards and the call details are added to them.

  • Automatic call log – You can track all of the company’s mobile calls and automatically log them into clients Salesforce card.

  • Click-to-call – Streamline your work with click-to-call and call to clients from Salesforce simply by pressing the clients phone number.

  • Add valuable data to the 360-view – You can see companies basic information, contact personnel, orders and subscriptions, billing information, customer service history etc.

With MOONTALK CTI INTEGRATION, your mobile calls become powerful business tools. As soon as a call is made or received, the customer's information pops up automatically, so you can take notes and keep track right within Salesforce. It logs call details like duration and waiting times and allows for full reports inside Salesforce, offering a complete view of customer interactions. Plus, it's mobile-friendly, so your sales team can stay connected on the go. This integration is not just about communication; it's about turning every call into an opportunity to understand and serve your customers better, making your CRM a dynamic, valuable hub of customer insights.

Categories

Business Needs
Productivity
Agent Productivity
Telephony
Personas
Business Operations Manager
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder