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Salesforce Integration

Seamless integration, superior results: ClearTouch connector for Salesforce

With ClearTouch connector integrated into Salesforce, access a secure and dependable platform streamlining all customer communication needs. This integration boosts agent productivity and delivers personalized experiences, all within Salesforce. Say goodbye to toggling between multiple systems and hello to efficient, tailored customer engagement.

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Empower your agents: Unlock the power of Salesforce integration

Maximize efficiency with seamless customer engagement.

Unified data

Salesforce integration synchronizes customer data between the contact center platform and Salesforce CRM.


It allows agents to engage with customers directly from the Salesforce interface via phone, email, chat, and Social media.


Integration enables automated workflows and reporting by leveraging Salesforce’s workflow automation and reporting.

Why ClearTouch – Salesforce Integration?

With Salesforce integration, agents can access comprehensive customer information within Salesforce, enabling them to provide personalized and consistent service across all touchpoints. It allows agents to handle calls, emails, and chats directly within the Salesforce interface.

Salesforce integration automates call logging, lead creation, and case management, freeing agents’ time to focus on more valuable activities. This leads to increased productivity and improved customer satisfaction.

ClearTouch – Salesforce integration scales seamlessly to meet customers’ changing needs, such as adding new users and channels or integrating with additional systems.

Our Credibility

We have implemented our solutions to more than 1500 businesses worldwide across verticals. Listen to this—we haven’t had a customer churn in our last seven years of operations in India.

We have industry-specific expertise and can help you with good practices across domains like BFSI, BPOs, Collections, Healthcare, Retail, Automotive, Manufacturing, eCommerce, and Fintech.

With pre-built integrations with Salesforce, you don’t have to look beyond the combination of ClearTouch and Salesforce.

Explore all of our contact center software features

ClearTouch – Salesforce Integration Advantage

Check out all the benefits for your business.

Enhanced customer insights

Integration with Salesforce gives agents a holistic view of customer interactions, history, and preferences. This comprehensive insight lets agents personalize interactions, anticipate customer needs, and build stronger relationships.

Streamlined processes

ClearTouch – Salesforce integration streamlines processes by automating data synchronization, task management, and workflow orchestration. This automation reduces manual effort, minimizes errors, and accelerates response times, leading to more efficient operations.

Improved collaboration

Integration fosters seamless collaboration between sales, marketing, and customer service teams by centralizing data and communication channels. This alignment ensures consistency in messaging, facilitates cross-functional coordination, and enhances overall organizational efficiency.

Scalability and flexibility

ClearTouch – Salesforce integration offers scalability and flexibility to adapt to evolving business needs. Whether it’s expanding into new markets, launching new products, or integrating with third-party applications, the integration provides the agility businesses need to grow and innovate.

We managed to roll out our platform for 500 agents within 2 days for a leading bank

We managed outbound and inbound campaigns for a leading bank within two weeks – making it easier with our Interactive Voice Response (IVR) and Automated Voice Broadcasting.

Frequently Asked Questions

How does integrating Salesforce CRM with ClearTouch streamline data management and improve data accuracy?

Integrating Salesforce CRM with ClearTouch enables seamless synchronization of customer data between the two platforms. This eliminates duplicate data entry and ensures customer information is consistent and up-to-date across systems. By centralizing data management, businesses can improve data accuracy, reduce errors, and enhance overall data quality.

In what ways does ClearTouch integration with Salesforce empower sales reps to access critical customer information more efficiently?

ClearTouch integration with Salesforce provides sales reps with direct access to critical customer information, such as contact details, purchase history, and interaction logs, within the ClearTouch interface. This eliminates the need to switch between multiple systems and enables sales reps to quickly retrieve relevant information, respond to inquiries, and provide personalized customer service, leading to more efficient and effective sales interactions.

What measurable benefits can businesses expect from implementing ClearTouch integration with Salesforce CRM?

Businesses can expect several measurable benefits from implementing ClearTouch integration with Salesforce CRM, including increased sales productivity, improved customer satisfaction, reduced response times, and higher conversion rates. Businesses can streamline operations, optimize workflows, and drive better business outcomes by leveraging the combined power of ClearTouch’s contact center platform and Salesforce CRM.

How does ClearTouch integration with Salesforce help automate repetitive tasks and streamline workflows?

ClearTouch integration with Salesforce enables the automation of repetitive tasks and streamlining workflows by leveraging Salesforce’s workflow automation capabilities. This includes automating call logging, lead assignment, case creation, and follow-up activities based on predefined triggers or rules. By automating these tasks, businesses can improve operational efficiency, reduce manual effort, and ensure consistency in processes, leading to faster response times and improved overall productivity.

What are the implementation requirements for ClearTouch – Salesforce integration?

Implementation requirements for ClearTouch – Salesforce integration may include a valid subscription to ClearTouch’s contact center platform and Salesforce CRM, access to API credentials for data integration, and coordination with IT and system administrators for setup and configuration.

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