Better than 5 other apps, A GREAT CTI.!
I've implemented 5 different CTI solutions for consulting clients— this one is by far my favorite.
Daniel Howell
Systems Administrator
When reps need instant customer context to convert faster, run outbound calling natively inside Salesforce.
Eliminate integration overhead and data silos with a Salesforce-native telephony layer that delivers real-time record context, call controls, and logging from one workspace.
Outbound Call Process
Screen Pop Intelligence identifies matching Salesforce records before the call connects, giving agents immediate context. Calls can start manually from the CTI utility bar, via click-to-call from CRM fields, or through campaign dialers.
Call Initiation Methods
- Manual dialing from CTI softphone in Utility Bar.
- Click-to-call on phone fields in Lead, Contact, and Account records.
- Automated dialer for campaign lists.
During Call Features
- Real-time note-taking in call log window.
- Warm/cold transfer to other agents.
- Call conferencing with multiple participants.
- Mute and hold controls with music.
- Call recording for quality monitoring.
During the call, agents can take live notes, transfer warm/cold, conference participants, apply hold/mute controls, and record for QA without leaving Salesforce.
Outbound Process Features
Automated Call Distribution
Route calls by business rules and team capacity so outbound and callback queues stay balanced during peak windows.
Salesforce IVR Integration
Use Salesforce-linked IVR flows to guide customers to the right queue and improve intent capture before an agent joins.
Call Forwarding & Routing
Direct calls by skill, availability, time, and priority logic so no opportunity is lost due to misrouting or delays.
Salesforce Sticky Agent
Reconnect repeat callers with the same rep to preserve continuity, accelerate outcomes, and improve customer trust.
Compare native Salesforce calling against external integrated stacks.
Run Native vs Integrated ComparisonWhy Native Salesforce Calling?
- Eliminate data silos with one customer timeline across calls, notes, and follow-ups.
- Show real-time routing intelligence instantly without delayed syncing.
- Deploy and optimize inside Salesforce without external middleware complexity.
Native Salesforce Stack
- Instant record updates and logging
- Lower admin overhead and setup complexity
- Unified reporting accuracy in one system
Calculate My Calling ROI
Estimate daily productivity recovered from manual post-call logging.
Estimated manual minutes recovered per day
2000 mins
33.3 hours/day
Social Proof for Outbound Performance
13+
Years serving Salesforce teams
0
External connectors required
100%
Real-time Salesforce logging
43%
Faster follow-up cycles
67%
Higher productive talk time
24x7
Support readiness
Hear What Our Customers Say
A TIME-SAVING Product and Setup
This app is a time saver, keeps everything in line with your follow-up needs, and is not over-complicated
Mike Adams
Founder and President at Smart Stays Inc
FAQs
FAQs About Call Routing & Distribution
Reps can launch calls from the CTI utility bar, click-to-call fields, or campaign lists. Screen pop intelligence pulls matching Salesforce records instantly so teams work with live context from the first second.
Run Salesforce-Native Call Routing and Eliminate Data Silos Faster
Compare native vs integrated architecture, map your routing flow, and calculate business impact.
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